Recruitment

Join our growing and dynamic team here at Source One Technology! We are seeking a detail-orientated Technical Account Manager with strong organizational skills to service as an advisor to our clients.

One of the primary job duties is being the main point of contact with all “assigned” customer accounts. This includes managing and nurturing customer relationships by making sure they are aware of our expanded solution offerings that we have available, as well as performing backend office duties for those customer accounts, such as creating Quotes, Sales Orders, and Purchase Orders.

In addition, another primary job duty of the Technical Account Manager role is being responsible for meeting with new potential customers that come from internal “house leads” and converting those leads to customer accounts. A secondary duty of the job role, as time permits, would be using prospecting skills to find and cultivate “net-new” leads and future customers, resulting in additional growth and revenue opportunities for the company.

This job offers opportunities to work with a team of experienced professionals who are passionate about technology and dedicated to providing top-notch solutions and service to our clients.

Source One Technology offers:

• Full-time employment
• Base salary between $75k-$110k/year – DOE)
• ***Commissions are available as well***
• Employer-sponsored health insurance (including vision and dental coverage options)
• Employer-sponsored life insurance
• Employer-sponsored short-term disability insurance
• Employer-sponsored contributory retirement (401k with company match)
• Vacation-package
• Healthy work-life balance
• Low-stress work environments
• Education assistance / tuition reimbursement program
• Ongoing professional development and training opportunities

Job duties / responsibilities:

Customer Account Management and Check-Ins (for all assigned customer accounts):

• Regular cadence check-in (every 3 or 6 months, depending on major/minor account).
• Engineering Services Review – Solicit feedback regarding primary/secondary engineers assigned (communication, responsiveness, any areas of concern, etc.).
• New Engineering Opportunities – checking to see if there are upcoming projects or tasks we could be assisting with for additional revenue from services.
• Sharing our Solution Portfolio – Keeping customer aware of current offerings (line card, etc.) and *new* offerings we might be providing.
• Cybersecurity Review – Helping customer with their overall Cybersecurity posturing strategy, using a holistic approach, and making sure they are adequately covered.
• Reporting of sales figures and yearly comparison/review of all assigned customer accounts.

Quoting and Pricing (for all assigned customer accounts):

• Creating and providing Quotes to customers, submitting Sales Orders, and creating the necessary Purchase Orders for sending along to distributors.
• Negotiating better prices with vendors through Deal Registrations, Price Escalations, etc. to reduce overall costs for customers.
• Providing updates to customers for equipment tracking and ETAs when needed.
• Responding to RFPs and RFQs and creating the necessary proposals and documentation.
• Creating and/or updating Proposals which includes creating a Scope of Work (SoW) detailing information about the project, deliverables, timelines, costs, etc.
• Regularly maintain and update the OEM contact spreadsheet for vendor information.
• Regularly maintain and update the Quoting Guides.
• Updating and maintaining various Sales Templates.

New Business Opportunities and Sales Process/Onboarding:

• Through internal lead sources, reaching out to and contacting all “house lead” new business opportunities to extend the existing customer base, and working towards converting those opportunities into actual customer accounts.
• Through prospecting methods, reaching out to and contacting “net new” business opportunities to extend the existing customer base, and working towards converting those opportunities into actual customer accounts.
• As part of the Sales Process, visiting potential customers for meet-and-greets, explaining our company culture, what makes us different and stand out, and promoting products and services that would bring a value-add to their organization.
• Coordinating with the VP of Technical Engineering when sales opportunities require assistance from senior engineers for pre-sales technical discussions, etc.

CRM Tools and Opportunity Tracking:

• Maintaining accurate Customer records and Client records in CRM tools.
• Maintaining lead and opportunity tracking from initial first contact of New Business Opportunity through closing (Won/Loss), and creation of new Pipelines as required (E-Rate).

People Networking:

• Attending applicable people-networking events, trade shows and exhibits, clubs and associations, sponsored events, and other activities necessary to help build relationships in hopes of creating future opportunities.
• Helping to manage vendor relationships with their inside sales teams and account executive teams and working with them to increase their awareness of our internal capabilities to effectively sell, implement, and support their products.

Required skills and areas of proficiency:

• Meticulous attention to detail in all day-to-day tasks (critical).
• Someone with high administrative competence, process-oriented capabilities, logistical proficiency, and strong organizational skills (critical).
• Proven ability to manage your email Inbox and proactively follow up in a timely manner with internal staff and external parties (critical).
• Have strong written and oral communication skills with the ability to effectively articulate product offerings and value propositions.
• Familiarity with vendors (or ability to learn) such as HPE, Aruba, Fortinet, Dell, Cisco, Microsoft, Sophos, Veeam, VMWare, APC, HP Inc, Lenovo, Synology, Ubiquiti, etc.
• Having basic to advanced knowledge and able to demonstrate or explain (high level) operation of technical products or solutions to customers.
• Previous experience with drafting proposals (scope of work, RPQs/RFPs, etc.) to be presented to clients.
• Creativity and Innovation – Ability to look outside the box and come up with new ideas for driving sales opportunities and overall business improvements.
• Integrity and Honesty – Doing business ethically and able to gain the trust of customers by not taking advantage of their (potential) lack of technical knowledge or understanding.
• Obtaining select sales certifications as necessary or determined by company president.

Please note: the first 3 bullet points above are critical and will be directly proportional to your ability to succeed in this role.

Position requirements:

• Applicants should have at least 5+ years of experience with managing customers and back-end office tasks like creating Quoting, Sales Orders, and Purchase Orders.
• Ability to come into the Brookfield office regularly and occasionally travel to local/nearby customer sites if necessary.

Application question(s):

• Do you have PRIOR EXPERIENCE in Information Technology with Sales, Customer Account Management, etc. ?
• Based on what you read in this job posting, what are 3 things that are critical and directly proportional to your ability to succeed in this role?

Ability to commute:

• Brookfield, WI 53005 (Required)

Work Location:

• Hybrid remote in Brookfield, WI 53005