Client Operations Advisor - Enterprise

Overview

What We Do

We calm the confusion of IT by guiding the connection between people and technology. If a customer is looking for a better way to manage their warehouse inventory, equip their workforce, or secure their data, we make it happen. All it takes is finding the right combination of tech hardware, software, cloud solutions, and support services. That's what we do. We're the IT Department's IT Department.

 

Who We Are

Our team is made stronger by a multitude of backgrounds, experiences, and perspectives. It's what makes Connection unique-what drives us to innovate and create technology solutions that stand apart from the crowd. We'd love for you to be a part of that fabric, to share your ideas and experiences with a team that thrives on fresh thinking, creativity, and helping others.

 

Why You Should Join Us

You'll find supportive teammates and a rewarding career at Connection-plus great benefits. We take pride in supporting employees with a total rewards package that provides financial, emotional, and physical resources for you and your family.  Our compensation, 401k plans, medical insurance, and other benefits are progressive and competitive.  We value the importance of our employees' emotional wellbeing. To support employees, we provide free therapy visits, mental health coaching and tools, and meditation resources. You'll also enjoy a generous paid time off package that includes not only vacation and sick time, but also Wellness and Volunteer Time Off days. 

 

Connection Enterprise Solutions is a profitable $2B+ company focusing on providing technology solutions for the Fortune 2000, located in Boca Raton, Florida. Connection Enterprise Solutions is a wholly-owned subsidiary of Connection (CNXN), a $3.5 Billion+ publicly traded company located in Merrimack, NH.

 

Connection Enterprise Solutions offers a wide range of technology services with over 500 technical certifications and a qualified team of expert engineers, software licensing specialists and project managers to offer best-in-class solutions to our customers. We deliver end-to-end solutions across the entire IT lifecycle--from assessment, design, procurement, and installation to management and asset disposition. Focused on solving the complex business challenges of enterprise customers, Connection Enterprise Solutions is a one-stop source for a full range of IT products and services, including data center, networking, mobility, and software solutions. Offering over million products from 1,600 technology vendors, Connection Enterprise Solutions' proprietary cloud based e-procurement system, TRAXX, creates a streamlined, efficient approach to IT procurement that reduces the cost and complexity of buying hardware, software and services. By leveraging our strategic relationships with leading IT manufacturers and software publishers, Connection Enterprise Solutions is able to provide the best pricing and preferred product availability.

Responsibilities

Essential Job Functions:

 

Standards 

Strategically and proactively manages the customer's standard catalog making strategic decisions on pricing and product availability.

• Works with the client, IAM and EAE to provide the client with a catalog that is applicable to the client's business needs and policies.
• Updates parts pricing and discontinued parts in catalog by referencing internal reports as well as updates provided by the manufacturers through product roadmaps and proactively notifies client of possible replacement.
• Manages Clients Special Pricing and updates accordingly
• Manages and maintains margins on standards by updating special pricing and discounts.

 

Quote Requests

Provides complex customer quotes in a timely manner, within 4 hours, which may require configuration by the Advisor or through a technical resource engagement.

• Works with suppliers and Manufacturers to ensure the best pricing based on the opportunity.
• Helps the sales team make decisions on the Price Matrix for the client.
• Builds out configurations for clients of velocity products and works with the manufacturer's tools to provide pricing.
• Engages presales engineers for high end configurations of networking equipment.

 

 

Customer Service

Manages client order escalations thru to resolution as it relates to tracking, returns, or other post shipment issues.

• Researches and provides feedback to manager for client experience improvements.
• Takes the lead on resolution for accounting issues, such as credit and rebills, sales tax issues and RMA escalations.

 

Deal Registration

Works with suppliers and manufacturers to ensure MoreDirect receives the best pricing available.

• Manages current Deal Registrations and renewals as needed.

 

Performs all other duties or special projects as assigned including:

Order Processing

Assists the Sales Operations Specialist with overflow of Order Entry to ensure prompt processing when needed.

• Processes complex orders such as networking, stocking orders or large projects.

 

Order Management

Responds to all order processing escalation requests until fully resolved.

• Manages any Open Order escalation from the Sales Operations Specialist.

 

Job Qualifications:

 

Minimum years of career experience to qualify for role:                7 years                      

• Includes a minimum of five years of work experience in sales operations in a technology sales company, this could be manufacturer, reseller or distributor level working with enterprise clients.

 

Total years of career experience in order to be fully proficient:    10 years    

 

Technology Skills

• Working knowledge of the IT reseller industry.
• Advanced technical knowledge as it relates to the anatomy of desktops, laptops, and servers with ability to quote correctly to clients.
• Intermediate Microsoft Office skills to include Excel for creating and using spreadsheets
• Advanced knowledge of Microsoft Outlook for email to include working with a shared email box with ability to multi-task in a high paced environment with multiple messages arriving at once.
• Intermediate knowledge of detailed data entry into a CRM or ERP system

 

Business Knowledge

• Knowledge of IT manufacturers and all programs that they offer with ability to support Enterprise clients
• Experience with Manufacturer Special Pricing Letters for Enterprise clients
• Understanding of the top IT manufacturer's products, tools and websites with the ability to navigate the manufacturer tools and programs which leads to increased productivity and higher client satisfaction

 

Other Competencies

• Organized state of mind with ability to document activities, anticipate problems, plan schedules and monitor performance according to priorities and deadlines
• Decisive with ability to make a prompt determination and substantiate decision if challenged.
• Articulate with ability to express oneself clearly and professionally in oral communication
• Excellent written communication skills with ability to compose professional business communications via email, letter, and proposals.
• Good listening skills with ability to receive information completely and understand what is being said
• Quick study with ability to master a situation or learn new things with minimum direction or training
• Problem solver with ability to identify and efficiently resolve issues using good judgment.

 

 

 

Connection, Inc. and its subsidiaries consider all qualified applicants for employment, without regard to race, sex (including pregnancy), color, religion, age, national origin, ancestry, physical or mental disability status, medical condition, sexual orientation, marital status, protected veteran status, and all other characteristics protected by applicable state and federal law. Connection will consider accommodations for any known physical, mental, or other impairments of otherwise qualified applicants to enable them to participate in our applicant screening process and to effectively perform the essential functions of their jobs, unless doing so would impose an undue hardship on the Company.

Employment Type: FULL_TIME