Customer Success Manager at HUB24 responsible for driving customer outcomes and implementing best practices with myprosperity portal. Collaboration with clients to achieve business goals for retention and growth.
EA
Hybrid Partner Success Sales Associate II
Posted 4 months ago
About the role
- Partner Success Specialist serving as a key liaison between Outside Sales Representatives and partner accounts. Driving customer satisfaction and sales growth for a leading global distributor.
Responsibilities
- Serve as the primary support for Outside Sales Reps, addressing high-level customer inquiries and assisting in account management to maximize revenue & gross margin on assigned book of business.
- Prepare and manage quotes, proposals, and business reviews to support the sales process.
- Conduct customer research to identify opportunities for deeper engagement and account growth (eg cross sell, margin expansion, revenue growth)
- Manage Salesforce data, including account updates, pipeline tracking, and reporting to support sales representatives.
- Resolve customer issues by coordinating with internal teams to ensure timely and effective resolution.
- Analyze sales data to identify trends, opportunities, and areas for improvement
- Cultivate strong relationships with existing customers & suppliers to drive satisfaction, loyalty, and retention.
- Adapt day-to-day activities to meet the unique needs of customers.
- Partner closely with sales reps and other sales roles, including EB Sales Engineers and store counter sales teams, to deliver a seamless and high-quality customer experience.
- Facilitate effective handoffs and communication between teams to maintain account continuity and satisfaction.
- Assist with scheduling and coordinating partner meetings with outside sales representatives.
Requirements
- 3+ years of experience in account management, sales support, or customer service, preferably in distribution or related industries.
- Familiarity with Salesforce or similar CRM platforms.
- Proficient in MS Office (Excel, Word, PowerPoint, Outlook)
- Experience working with a distributor-based sales model a plus
Benefits
- Medical, Dental, Vision, Commuter Benefit, Pet Insurance and 401k participation from Day 1
- 2 weeks' accrued vacation time in years 1 and 2, and 3 weeks starting in year 3
- 12 paid holidays each year
- 401K plan with up to 7% company match
- Four weeks parental leave without using vacation time
- Employee discounts on company products and other retail/service providers
- Opportunity to progress within a global business
- Product and leadership mentoring to ensure you are set up for success
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