Inside Client Manager

Presidio•Pleasanton, CA

21h

About The Position

As an Inside Client Manager (ICM) your primary role is to manage the sales operations process for your assigned SLED accounts. ICMs interact and work with Account Managers, vendors and customers to maintain ongoing business in the IT infrastructure services and products arena through direct sales support of Account Managers. This position will partner and communicate with various internal teams (Engineering, Credit and Collections, Quality Assurance, and Purchasing teams) to execute quote to ordering for Presidio customers.

Requirements

Bachelor’s degree and/or related experience and/or military experience
3 - 5 years of experience
Experience with SLED customers and contracts
Flexible schedule to assist in resolving high-priority issues during peak periods
Advanced knowledge of Microsoft software applications (excel, word, etc)
Knowledge of IT infrastructure/solutions manufacturers in the enterprise space
Strong customer service skills with a continuous service orientation focus
Ability to work closely and effectively with members across departments and at all levels of the organization
A drive for achievement and excellence, attention to detail, adaptability/flexibility, analytical thinking, dependability, initiative, independence, integrity, persistence, self-control, social orientation, and stress tolerance
Interacting with vendors on behalf of the customer. Solving customer delivery and material challenges
Handling a wide variety of customer inquiries, including quoting, billing, sales, and technical support
Excellent time management and organizational skills and the ability to multitask and prioritize
Strong communication and interpersonal skills and dedication to customer satisfaction

Nice To Haves

Preferred experience with Cisco, Dell/EMC, VM Ware Sales

Responsibilities

Onboard and setup of new customers
Act as the primary internal point of contact for our customers in conjunction with account managers
Attend customer meetings to strengthen existing relationships, forge new relationships to better understand customer objectives, and participate in the close-out of projects
Delegate customer report requests, run-rate quotes, and orders to appropriate internal resources.
Maintain Salesforce account data integrity to ensure customer account, contact, and project information is accurate and up-to-date
Work with Solution Architect to build Bills of Materials that meet customer requirements
Generate accurate quotes for solution business
Conduct forecasting and prospecting for run-rate business to understand future financial trends and opportunities in the run-rate space
Identify opportunities for cross-selling to the current customer base
Manage the registration process to ensure the best pricing possible for both Presidio and customers with input from the Account Manager and leveraging the Deals Desk
Partner with specific vendors to quickly and accurately source quotes. Leverage relationships with vendors through meeting attendance and communication to maintain awareness of promotions and vendor pricing programs
Participate in sales operations meetings as required
Assist with New Hire onboarding support
Receives work direction from department leadership; however, is responsible for prioritizing his/her own work by sales allocation, date needed to fill, and logistics of work order
Additional responsibilities as required