Client Experience Associate - Ent (West Coast)

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

Working under direct supervision of the Client Experience Manager, selecting from a variety of established procedures to accomplish assigned duties and responsibilities, the Client Experience Associate handles the administrative tasks associated with more complex velocity client orders and client standards. The Associate role requires heavy data entry for velocity quotes, repetitive order entry, client standards and returns. The Specialist monitors the daily Open Order Report for daily actions and provides custom reporting of information required by the client. The Associate responds timely to client requests regarding order tracking and pricing requests for clients with already established system pricing.

• Researches and updates client's software data information
• SKU creation, according to internal product and program conventions
• Tracks deliverables to close out billing issues
• Audits sales orders to ensure that internal and vendor controls are followed by validating program and pricing requirements to maintain customer compliancy and mitigate risk to the Company which could lead to the managing a small number of Licensing Vendors.
• Responds to first level sales requests regarding overall license lifecycle within established Service Level Agreements, including (but not limited to): new SKUs, ETAs, Order Processing and Software Reporting
• Enters, updates and validates records in the software reporting tool as assigned.
• Exports and imports data as required by individual partner/client validation processes.
• Performs on the job training duties as assigned to develop licensing operations skills and knowledge.
• Tracks down software license information via different websites and enters the information into Connection's internal system.
• Enters data into the Connection system.
• Responds to sales rep requests via email.
• Creates and manipulates a “to do” list of orders requiring posting within an Excel template.
• Runs reports to audit for missing information and to identify gaps. Manipulates reports within Excel.
• Performs all other duties or special projects as assigned.

• Includes a minimum of two years of data entry in an inside sales role

• Basic Microsoft Office skills to include Outlook, Word and Excel for creating and using spreadsheets
• Basic understanding of the anatomy of a desktop/laptop with ability to understand customer needs
• Ability to complete on the job training in client operations and insides sales support within the first two months of hire
• Organized state of mind
• Articulate with ability to express oneself clearly and professionally in written and oral communication
• 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
• Judgment with ability to formulate opinions, compare and decide with good sense
• Interpersonal skills with ability to work well with all levels of the organization
• Detail oriented with item by item focus, meticulous attention to detail with ability to proofread for accuracy
• Routine problem solver in situations where most problems have occurred before and solutions are familiar with ability to identify when a situation needs to be escalated for a non-standard resolution.
• Adaptable with ability to switch tasks based on shifting priorities within a fast paced, high volume environment
• Discreet with demonstrated ability to work in a confidential executive environment using good judgment while acting as an ambassador for the company
• Attention to detail in composing, keying, and proofing professional business materials

• Preferred basic knowledge of Inside Sales or similar client facing role which required heavy data entry into an ERP or CRM.
• Product procurement experience preferred
• Some knowledge of Software Publishers and the programs they offer is preferred