Distributor Account Advisor

Executive: Vice President of Sales

Reports to: Sr. Distributor Sales Manager

Direct Reports: None

Position Summary:

The Distributor Account Advisor will serve as the primary point of contact for clients, managing accounts, providing expert advice, and ensuring client satisfaction. This role requires strong interpersonal skills, a deep understanding of our products and services, and the ability to solve problems effectively.

Position Responsibilities:

Client Relationship Management:

• Developing and maintaining strong, long-term relationships with high-value clients.
• Understanding clients' strategic goals and providing expert advice to help achieve them.
• Acting as a trusted advisor and primary point of contact for clients.
• Effectively speaking at engagements and group training sessions in person and virtually.
• Onboarding and training of new customers.

Advisory Services:

• Providing expert advice on all SAGE products and services.
• Staying up-to-date with industry trends and best practices to offer informed recommendations.
• Conducting regular reviews with clients to assess their needs and progress.

Sales and Upselling:

• Identify opportunities to upsell or cross-sell additional products and services.
• Collaborating with the sales team to develop and execute account growth strategies.
• Achieving sales targets and contributing to the overall growth of the company.
• Pursuing new sales via upsell opportunities within the current book of business, leads from CRM, networking, tradeshows, and customer referrals.
• Traveling to and attending tradeshows (online and in-person) to obtain leads, demo software, and sell products and services, as required.

Problem Resolution:

• Addressing and resolving client issues and concerns promptly and efficiently.
• Escalating complex issues to appropriate teams and follow up to ensure resolution.
• Maintaining accurate records of client interactions and resolutions.

Reporting and Analysis:

• Preparing regular reports on account status, client feedback, and performance metrics.
• Analyzing data to identify trends and areas for improvement.
• Presenting findings and recommendations to management as requested.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below represent the knowledge, skill, behavior, or ability required.

Skills and Qualifications:

• Bachelor’s degree in business, marketing, sales, or other related degree preferred.
• 2+ years’ experience in sales, required, with SaaS and CRM experience preferred.
• Exceptional communication, negotiation, and interpersonal skills.
• Strong leadership and mentoring abilities.
• Proficiency in CRM software and Microsoft Office Suite.
• Excellent organizational and interpersonal relationship skills.
• In-depth knowledge of SAGE products and industry terminology.
• Quiet, professional workspace environment.
• Ability to attend in-person team office meetings when/if required.
• Ability to perform virtual meetings via Zoom (or other platforms) and other on-camera client interactions.
• Strong verbal and written communication skills.
• Reliable, fast Internet (25Mbps down/5Mbps up, per person).

Company Benefits:

• Hybrid work environment
• Comprehensive health benefits including medical, dental, vision, supplemental insurance, Health Savings Account (HSA), and Flexible Spending Accounts (FSA)
• Company-paid life insurance and long-term disability coverage
• 401(k) retirement plan with company matching contributions
• Access to 24/7 on-site fitness center
• Holidays and Paid Time Off

About SAGE:

SAGE offers a complete suite of business management and product research solutions for the promotional products industry, led by its flagship platform, SAGE Workplace™. From order management and CRM to websites, online stores, payment processing, tradeshow registration, and lead retrieval, SAGE delivers everything distributors and suppliers need to run their businesses efficiently. As the exclusive technology partner of PPAI and PPPC, SAGE empowers members of both associations with innovative tools and services. Recognized as a top workplace in the promotional products industry, SAGE earned this distinction in 2022, 2023, and 2025.

Website: www.sageworld.com

SAGE is an equal opportunity employer and does not discriminate on the basis of race, creed, color, sex (including pregnancy, gender identity, and sexual orientation), age, national origin, religion, disability, veteran’s status, or any other characteristic protected by federal, state, or local laws.

Job Description Acknowledgement

Job Title: Distributor Account Advisor

I acknowledge receiving and reviewing the job description for my position at SAGE. I understand the duties, responsibilities, and expectations outlined in the job description. I also understand that this job description may be updated from time to time as business needs require and that I will be informed of any changes.

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