Executive Financial Advisor Jobs in Springfield, IL

Overview
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
You'll find supportive teammates and a rewarding career at Connection-plus great benefits. We take pride in supporting employees with a total rewards package that provides financial, emotional, and physical resources for you and your family. Our compensation, 401k plans, medical insurance, and other benefits are progressive and competitive. We value the importance of our employees' emotional wellbeing. To support employees, we provide free therapy visits, mental health coaching and tools, and meditation resources. You'll also enjoy a generous paid time off package that includes not only vacation and sick time, but also Wellness and Volunteer Time Off days.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.
Responsibilities
The Onboarding Inside Account Manager (OBIAM) is more than a sales training role-it's the launchpad for a successful career in enterprise technology sales. As an OIAM, you'll combine customer relationship management, consultative selling, and operational excellence while learning from experienced Enterprise Account Executives (EAEs).
In this hybrid role, you'll serve as both an Inside Account Manager (IAM) and Client Experience Specialist, helping new customers experience the best of Connection from day one. You'll partner closely with Enterprise Account Executives, manufacturers, distribution partners, and internal support teams to onboard customers, uncover new business opportunities, drive revenue growth, and deliver exceptional service throughout the customer lifecycle.
If you're motivated by building relationships, solving business challenges, and developing a career in technology sales, this role offers hands-on experience, mentorship, and a clear path for growth.
What You'll Do
Create Exceptional First Impressions
You'll lead a world-class onboarding experience that helps new customers quickly realize the value of partnering with Connection.

• Deliver a personalized, "white glove" onboarding experience for new enterprise clients.
• Introduce customers to their dedicated Connection team and available resources.
• Demonstrate our technology solutions, customer portal, reporting capabilities, and self-service tools.
• Understand each customer's business priorities, challenges, and strategic initiatives.
• Configure customer portals, standards, and purchasing workflows to align with business needs.
• Build trusted relationships with key customer stakeholders from the very beginning.

Develop into a Trusted Sales Advisor
Working alongside experienced Enterprise Account Executives, you'll learn to identify opportunities, support sales initiatives, and contribute to business growth.

• Support one or more Enterprise Account Executives with proactive sales activities.
• Develop and manage customer quotes, including technically configured solutions.
• Maintain a four-hour response goal for customer quote requests.
• Register opportunities and manage deal registrations with manufacturer partners.
• Follow up on active proposals and sales opportunities.
• Identify cross-sell, upsell, and whitespace opportunities within existing accounts.
• Conduct spend analysis and proactively recommend new technology solutions.

Build Strong Customer Relationships
You'll become a trusted business partner by providing responsive service and strategic account support.

• Maintain ongoing communication with customers, manufacturers, distributors, and internal teams.
• Build relationships across multiple customer departments and decision-makers.
• Help customers maximize the value of their technology investments.
• Partner with customers on pricing strategies, standards management, and procurement optimization.
• Deliver Quarterly Business Reviews (QBRs) and proactive account recommendations.

Lead Operational Excellence
You'll coordinate the resources needed to deliver a seamless customer experience from quote through fulfillment.

• Oversee daily account activity to ensure timely order processing and issue resolution.
• Partner with Inside Sales Support to maintain order accuracy and meet shipment expectations.
• Assist with pricing reviews, order escalations, and complex open-order management.
• Support return merchandise authorization (RMA) escalations.
• Ensure Salesforce opportunities remain accurate and current.
• Analyze customer activity and prepare meaningful business reports.

Collaborate and Lead
As your knowledge grows, you'll become a key resource for both customers and teammates.

• Coordinate activities across Sales, Operations, Customer Support, and manufacturer partners.
• Mentor and guide Inside Sales Support Representatives on customer priorities.
• Share best practices and contribute to team success.
• Support new Enterprise Account Executives during onboarding by introducing company resources, sales processes, and operational tools.
• Help accelerate new EAE productivity through coaching, collaboration, and ongoing support.

What Success Looks Like
Successful OIAMs:

• Build lasting customer relationships based on trust and responsiveness.
• Deliver an outstanding onboarding experience that drives customer confidence.
• Identify and develop new revenue opportunities within existing accounts.
• Meet or exceed sales, gross profit, and customer satisfaction goals.
• Balance multiple priorities while maintaining exceptional attention to detail.
• Collaborate effectively across teams to deliver seamless customer experiences.
• Continuously grow their sales, technical, and business knowledge.

Why Join Connection?
At Connection, you'll gain exposure to enterprise technology sales while working alongside experienced professionals who are invested in your success. You'll receive hands-on training, mentorship, and opportunities to build meaningful customer relationships, develop consultative selling skills, and grow into increasingly strategic sales roles.
If you're driven by learning, collaboration, and delivering exceptional customer experiences, this is an opportunity to build a rewarding career with a company that values innovation, partnership, and continuous growth.
This job description outlines the general responsibilities and qualifications for this position. Duties and responsibilities may evolve to meet business needs.
Min
USD $22.84/Hr.
Max
USD $28.89/Hr.
Qualifications
Required Qualifications

• Bachelor's degree or an equivalent combination of education and professional experience.
• Strong customer service, sales support, account management, or inside sales experience.
• Excellent relationship-building and communication skills.
• Strong organizational and time-management abilities.
• Ability to prioritize multiple initiatives in a fast-paced environment.
• Analytical mindset with strong problem-solving skills.
• Experience working with CRM platforms such as Salesforce and ERP systems.
• Proficiency with Microsoft Office, including Excel and Outlook.

Preferred Qualifications

• Experience supporting enterprise or B2B technology customers.
• Knowledge of IT hardware, software, cloud, or technology solutions.
• Experience preparing solution quotes and managing complex sales opportunities.
• Understanding of manufacturer partner programs, pricing strategies, and deal registration.
• Experience with customer onboarding, account growth, or consultative sales.

Work Environment
This is a remote position requiring a dedicated home office environment. Candidates should be comfortable working independently while collaborating with cross-functional teams through virtual communication tools.
Some flexibility in working hours may be required to support customers across multiple time zones.
Travel

• Occasional travel for customer meetings, training, or company events.
• Approximately 10-20% travel may be required.