Inside Account Manager II

Posted 17 Days Ago
Be an Early Applicant
San José, San José, CRI
In-Office
Senior level
Information Technology • Software
The Role
Serve as primary strategic partner for assigned B2B accounts, driving retention and revenue through consultative selling, pipeline development, forecasting, upsell/cross-sell, CRM hygiene, and cross-functional collaboration. Manage contract renewals, pricing feedback, operational exceptions, and deliver presentations and strategic business reviews to senior stakeholders.
Summary Generated by Built In
Overview:

As an Account Manager, you will serve as the primary strategic partner and point of contact for our valued B2B clients. This role is responsible for orchestrating daily engagement with assigned accounts, driving sustainable revenue and margin growth through a consultative, relationship-first sales approach. The ideal candidate is a proactive relationship-builder with a sharp commercial instinct, a proven track record in pipeline development, and deep proficiency in CRM tools to track, analyze, and forecast portfolio growth, and a strong background in B2B sales and account management.

Essential Duties & Responsibilities Required:
  • Relationship Management: Act as the trusted advisor for assigned accounts, ensuring high customer satisfaction, retention, and long-term loyalty through regular touchpoints and strategic business reviews.

  • Strategic Execution: Execute customer strategies including strategic opportunities/projects, analysis, customer pricing, freight contract feedback.

  • Commercial Growth: Identify, negotiate, and close up-selling and cross-selling opportunities within your portfolio to consistently meet or exceed revenue and margin targets.

  • Pipeline & Forecasting: Develop and maintain a robust, accurate sales pipeline. Proactively forecast account growth and market trends to capitalize on new business avenues.

  • Consultative Selling: Deeply understand each client's unique business challenges, industry landscape, and goals to position our solutions effectively and drive measurable value.

  • Data & CRM Hygiene: Maintain flawless data integrity within CRM, leveraging CRM insights to track account health, manage tasks, and generate performance reports for leadership.

  • Cross-Functional Collaboration: Partner closely with internal and external teams (such as Technical, Product, Customer Success, and Marketing) to ensure seamless delivery on client promises and alignment on growth strategies.

  • Operational Support: Manage primary back up (holds, rebills, stock transfers, OOM exceptions, forecasts, escalations).

Other Duties & Responsibilities:

  • Additional duties as assigned

  • Meets attendance and punctuality standards

Qualifications:

Experience:

  • 5–8 years of successful experience in B2B account management, consultative sales, or business development or relevant work experience.

Core Competencies:
  • Proven ability to handle complex contract renewals and margin negotiations with a win-win mindset.

  • Exceptional verbal and written English communication skills, with the confidence to pitch and present to C-level executives.

  • A self-starter attitude with a knack for anticipating client needs and resolving issues swiftly and creatively.

Education & Certifications:

  • Bachelor's Degree preferred.

  • High School Diploma and some College required.

Working Conditions:

  • Consistent non-standard work or overtime as business requires.

  • Professional, office environment.

  • Some travel required.

Required Knowledge, Skills & Abilities:
  • Skillfully negotiate, persuasively promote ideas, and successfully close transactions to achieve mutually beneficial outcomes.

  • Develop and deliver compelling formal presentations to internal and external stakeholders.

  • Strong organizational and time management skills, ensuring tasks are completed accurately and efficiently.

  • Able to execute instructions and to request clarification when needed.

  • Work effectively and independently with minimal supervision, while maintaining strict confidentiality of sensitive information.

  • Possesses strong data entry skills.

  • Able to perform basic mathematical calculations.

  • Able to recognize and attend to important details with accuracy and efficiency.

  • Able to interact effectively with all levels of management.

  • Possesses strong multi-cultural interpersonal skills.

  • Possesses strong leadership skills with a willingness to lead, create new ideas, and be assertive.

  • Able to maintain and promote social, ethical, and organizational standards in conducting internal and external business activities.

  • Able to exhibit ability to be sensitive to the needs, concerns, and feelings of others.

  • Able to quickly learn new systems and technology.

  • Able to use relevant computer system applications at an intermediate level.

At Shyft Global Services, a TD SYNNEX Company, our values guide everything we do: Together, We Own It, We Dare to Go, We Grow and Win, and above all, We Do the Right Thing. These principles shape how we work with each other, our partners, and our communities as we drive innovation and create lasting impact.

#DNS

What’s In It For You?

  • Elective Benefits: Our programs are tailored to your country to best accommodate your lifestyle.

  • Grow Your Career: Accelerate your path to success (and keep up with the future) with formal programs on leadership and professional development, and many more on-demand courses.

  • Elevate Your Personal Well-Being: Boost your financial, physical, and mental well-being through seminars, events, and our global Life Empowerment Assistance Program.

  • Diversity, Equity & Inclusion: It’s not just a phrase to us; valuing every voice is how we succeed. Join us in celebrating our global diversity through inclusive education, meaningful peer-to-peer conversations, and equitable growth and development opportunities.

  • Make the Most of our Global Organization: Network with other new co-workers within your first 30 days through our onboarding program.

  • Connect with Your Community: Participate in internal, peer-led inclusive communities and activities, including business resource groups, local volunteering events, and more environmental and social initiatives.

Don’t meet every single requirement? Apply anyway.

At Shyft Global Services, a TD SYNNEX Company, we’re proud to be recognized as a great place to work and a leader in the promotion and practice of diversity, equity and inclusion. If you’re excited about working for our company and believe you’re a good fit for this role, we encourage you to apply. You may be exactly the person we’re looking for!

We are an equal opportunity employer and committed to building a team that represents and empowers a variety of backgrounds, perspectives, and skills. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity or expression, sexual orientation, protected veteran status, disability, genetics, age, or any other characteristic protected by law.

Skills Required

  • 5-8 years of experience in B2B account management, consultative sales, or business development
  • Proven ability to handle complex contract renewals and margin negotiations
  • Proficiency with CRM tools and maintaining CRM data integrity
  • Proven track record in pipeline development, forecasting, and achieving revenue targets
  • Exceptional verbal and written English communication and ability to present to C-level executives
  • Strong data entry skills and ability to use relevant computer system applications at an intermediate level
  • High School Diploma and some college
  • Bachelor's Degree
  • Strong organizational, time management, and independent work skills
  • Ability to negotiate, close transactions, and deliver compelling presentations

TD SYNNEX Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about TD SYNNEX and has not been reviewed or approved by TD SYNNEX.

  • Healthcare Strength Medical coverage spans multiple plan options (Anthem nationwide and Kaiser in select states) plus dental and vision, with preventive care at 100% and care navigation via Quantum Health. HSA‑eligible plans receive company contributions that enhance value.
  • Leave & Time Off Breadth Flexible or “unlimited” PTO is offered in many U.S. roles, providing broad time‑off access subject to manager approval. This structure is often cited as supporting work–life balance.
  • Retirement Support The 401(k) program includes auto‑enrollment and a company match of 50% on the first 6% after six months, with a clear vesting schedule. Administration through Fidelity and published plan details add clarity to usage.

TD SYNNEX Insights

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The Company
HQ: Fremont, California
22,000 Employees

What We Do

We’re TD SYNNEX (NYSE: SNX), a leading distributor and solutions aggregator for the IT ecosystem. We’re 22,000 of the IT industry’s best and brightest, who share an unwavering passion for bringing compelling technology products, services and solutions to the world. We’re an innovative partner that helps our customers maximize the value of IT investments, demonstrate business outcomes and unlock growth opportunities. At our core, we’re a company that cares. We care about our partners, our co-workers, our investors and the world around us. And we’re committed to being a diverse, inclusive employer of choice and a good corporate citizen.

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