Desk-Based B2B IT Account Manager | Growth & Solutions

EOS; Town of Charlotte (NY); On-site; USD 60,000 - 70,000; Full time

Job summary

EOS IT Solutions is seeking a proactive Desk-Based Account Manager to join our Sales team. You’ll manage a portfolio of existing B2B accounts, identify upsell opportunities, and serve as the first point of contact for clients, building lasting relationships and guiding them through our IT solutions portfolio.

In this role you’ll generate quotes, process orders, track delivery, and collaborate with technical support, purchasing and logistics to ensure smooth service delivery.

Qualifications

• Previous experience in B2B account management or IT sales (reseller/distributor/vendor experience preferred).
• Strong customer service orientation with excellent verbal and written communication skills.
• Good understanding of IT hardware, software, Video and Collaboration solutions (e.g., Microsoft, Cisco, HP, Dell, etc.) is desirable.
• Confident in managing multiple client accounts and sales pipelines simultaneously.
• Proficient in using CRM systems and Microsoft Office (Excel, Outlook, Teams, etc.).
• Self-motivated, target-driven, and resilient under pressure.
• Strong organizational and time-management skills.

Responsibilities

• Manage a portfolio of B2B clients, ensuring regular communication and relationship development via phone, email, and virtual meetings.
• Act as a trusted advisor to clients by understanding their business needs and recommending suitable IT products and solutions.
• Proactively identify and pursue upselling and cross-selling opportunities within existing accounts.
• Generate and follow up on quotes, process orders, and track delivery to ensure client satisfaction.
• Maintain accurate records of all client interactions, opportunities, and sales activity using CRM tools.
• Collaborate with internal departments (technical support, purchasing, logistics) to ensure smooth delivery of services and solutions.
• Achieve and exceed monthly sales targets and KPIs.
• Stay up-to-date on industry trends, product knowledge, and vendor promotions.

Skills

CRM systems

Customer service

Verbal communication

Written communication

Sales pipeline management

Time management

Multitasking

Tools

Microsoft Office

Excel

Teams

Job description

EOS IT Solutions is seeking a proactive Desk-Based Account Manager to join our Sales team. You’ll manage a portfolio of existing B2B accounts, identify upsell opportunities, and serve as the first point of contact for clients, building lasting relationships and guiding them through our IT solutions portfolio.

In this role you’ll generate quotes, process orders, track delivery, and collaborate with technical support, purchasing and logistics to ensure smooth service delivery.