Fortinet Account Manager

Main Purpose of Position:

The Account Manager function shall be responsible for assisting in developing our client base by compiling and configuring quotations based on existing licenses as well as working in conjunction with First Distribution Sales Teams on upselling / cross-selling within their current environment and securing orders in the client base. This will be achieved by working in conjunction with our vendors on future opportunities to provide a proactive approach to quoting, seeking opportunities, and providing quotations to resellers on their incumbent opportunities in advance of the customer requesting the quotation.

Additionally, through responding to quotations requested via the resellers. Daily responsibilities will include – analyzing internal and vendor renewal reports to provide timeous and accurate quotations in collaboration with the Brand and Sales Operations Team; order processing and administration; eta management and communication. The below KPAs are not exhaustive, additional responsibilities may be assigned as deemed necessary by your direct manager.

• Proactively Draw regular internal and vendor reports to analyze future opportunities and provide proactive quotations to Account Managers and/ or Resellers – working to a timeline of 90 days in advance
• Respond to the Account Manager and/ or Reseller within 2 hours of receiving a request for a quotation, either with a quotation or to feedback expected SLA on the quote
• Submit quotes to the Account Manager and/ or Reseller, and follow the sales process on CRM, by loading the opportunity, the quote to the client and all relevant support documents, and loading quote values to progress the opportunity to the “identified” stage
• Follow up with the Account Manager and/ or Reseller to ensure that they have received their quote and to address any queries. In cases of direct contact with the Reseller, the CRM sales stage must be progressed to “validated” once the Reseller is happy with the quote
• Follow up with the Account Manager and/or Reseller to encourage closure of the deals, and assist as required
• Liaise with the Brand and Sales Operations team, who will assist in compiling and providing all required quotations, and upsell/cross-sell opportunities in conjunction with Brand Teams (
  
  Note:
  
  The Team may also compile quotes where skill set, knowledge, and workload allow)
• Check all quotes prior to dissemination by the request, ensuring that parts included meet requirements and pricing is accurate, including promotions where applicable
• Ensure that any information or advice about the quotation, product mix, and pricing recommendations is communicated to the Account Manager and/ or Reseller
• Provide daily feedback to the Account Manager and/or Reseller on quotes in progress, including progress with timelines
• Manage the revision of quotes as required. Example: amendments to the bill of materials and amendments of the rate of exchange, in partnership with the Brand and Sales Operations Team
• Maintain professional working relationships with Vendors, Brand teams, Account Managers, Brand and Sales Operations Team, Procurement, and Stores
• Build and maintain strong inter-team relationships within the Team, working together to achieve team targets as well as targets for personally dedicated brand/s, as outlined in the Sales Plan
• Perform any general administration duties in line with previous capabilities and competencies

• Develop and maintain professional and collaborative relationships with our vendors, resellers, and internal customers
• Effectively…