Job Description

We are seeking a proactive and detail-oriented Partner Success Specialist to serve as a key liaison between our Outside Sales Representatives (OSRs) and partner accounts. This role will be the primary point of contact for our Partner Account and will be critical in driving customer satisfaction, operational efficiency, and sales growth by managing partner accounts, activities, facilitating internal processes, and deepening customer relationships.

JOB DUTIES:

1. Account Management & Sales Support
2. 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.
3. Prepare and manage quotes, proposals, and business reviews to support the sales process.
4. Conduct customer research to identify opportunities for deeper engagement and account growth (eg cross sell, margin expansion, revenue growth)
5. Sales Operations Excellence
6. Manage Salesforce data, including account updates, pipeline tracking, and reporting to support sales representatives.
7. Resolve customer issues by coordinating with internal teams to ensure timely and effective resolution.
8. Analyze sales data to identify trends, opportunities, and areas for improvement
9. Customer Success & Retention
10. Cultivate strong relationships with existing customers & suppliers to drive satisfaction, loyalty, and retention.
11. Adapt day-to-day activities to meet the unique needs of customers.
12. Team Collaboration & Coordination
13. 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.
14. Facilitate effective handoffs and communication between teams to maintain account continuity and satisfaction.
15. Assist with scheduling and coordinating partner meetings with outside sales representatives.

YOU MUST HAVE:

• 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

WE VALUE:

• Exceptional organizational and multitasking abilities to manage diverse responsibilities.
• Strong analytical skills to interpret sales data and generate actionable insights.
• Excellent written and verbal communication skills for engaging with customers and internal teams.
• Customer-focused mindset with a commitment to delivering high levels of satisfaction.
• Collaborative team player who thrives in a dynamic, fast-paced environment.
• Detail-oriented and proactive in managing tasks and resolving issues.

WHAT'S IN IT FOR YOU:

• 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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ADI is a leading global distributor and solutions provider of security, AV, and smart living technologies, helping professionals deliver smarter, safer, and more connected experiences for homes and businesses around the world. Through trusted brands, exclusive solutions, and strong industry partnerships, ADI supports more than 110,000 customers across residential and commercial markets globally. From security and video surveillance to networking, audio, automation, fire, and connected technologies, ADI offers a broad portfolio of products, services, and software designed to support the evolving needs of integrators, installers, and technology professionals. With a global team spanning operations, sales, supply chain, digital, customer experience, engineering, and more, ADI combines deep industry expertise with innovation and service to help customers grow and succeed in an evolving industry. At ADI, our teams help create the technologies, partnerships, and experiences that keep people connected, protected, and supported every day. Learn more at www.adiglobal.com.

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