Account Manager For Wholesale Clients Onboarding Checklist

Account Manager For Wholesale Clients Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Account Manager For Wholesale Clients starts their role, they can learn about their responsibilities and your company as quickly as possible? Whether you’re keen to use buddy onboarding, want to automate your Sales onboarding experience or just need an onboarding checklist for your new Account Manager For Wholesale Clients, you’re in the right place. We’ve put together a sample Account Manager For Wholesale Clients onboarding checklist below and have created onboarding templates & resources to help.

Account Manager For Wholesale Clients Onboarding Checklist

1. Introduction to company culture and values: The task involves providing the new account manager with an overview of the company’s culture, values, and mission. This helps them understand the company’s core principles and align their work accordingly. The HR department or a designated company representative typically performs this task.

2. Familiarization with company policies and procedures: The new account manager needs to be acquainted with the company’s policies and procedures, including those related to sales, client management, and communication. This task ensures that the account manager understands the guidelines they need to follow while interacting with wholesale clients. The HR department or a designated trainer usually handles this task.

3. Introduction to the product or service portfolio: The account manager should receive comprehensive training on the company’s product or service offerings. This includes understanding the features, benefits, and competitive advantages of each product or service. The sales or product team typically performs this task, providing the necessary training materials and conducting product demonstrations.

4. Shadowing experienced account managers: To gain practical insights into the role, the new account manager should shadow experienced colleagues. This task allows them to observe how seasoned account managers interact with wholesale clients, handle objections, and close deals. The sales manager or a designated mentor typically arranges and oversees this shadowing process.

5. Understanding the target market and client profiles: The account manager needs to have a clear understanding of the target market and the specific client profiles they will be working with. This task involves studying market research, analyzing customer data, and identifying potential opportunities for growth. The sales or marketing team usually provides the necessary information and guidance.

6. Learning the CRM system: The account manager should receive training on the company’s customer relationship management (CRM) system. This task involves understanding how to navigate the CRM, input and update client information, track sales activities, and generate reports. The IT department or a designated CRM administrator typically handles this task.

7. Building relationships with internal stakeholders: The account manager should establish strong relationships with internal stakeholders who play a crucial role in supporting their work, such as the customer support team, product managers, and finance department. This task involves attending cross-functional meetings, introducing oneself to colleagues, and understanding each department’s role in serving wholesale clients.

8. Understanding pricing and negotiation strategies: The account manager needs to be familiar with the company’s pricing structure and negotiation strategies. This task involves learning how to effectively communicate pricing options, handle objections, and negotiate deals that align with the company’s profitability goals. The sales manager or a designated trainer typically provides training and guidance on this task.

9. Creating a client management plan: The account manager should develop a client management plan that outlines their approach to building and maintaining relationships with wholesale clients. This task involves setting goals, identifying key contacts within client organizations, and strategizing how to meet client needs and exceed expectations. The account manager typically creates this plan with guidance from the sales manager or a designated mentor.

10. Attending sales and product training sessions: Ongoing training is crucial for an account manager’s success. This task involves attending regular sales and product training sessions to stay updated on new offerings, industry trends, and sales techniques. The sales or product team typically organizes these sessions and ensures the account manager’s participation.

11. Reviewing and understanding sales targets and KPIs: The account manager should be aware of their sales targets and key performance indicators (KPIs). This task involves reviewing and understanding the metrics by which their performance will be evaluated. The sales manager or a designated supervisor typically communicates and discusses these targets and KPIs with the account manager.

12. Developing a sales strategy and action plan: The account manager should create a sales strategy and action plan that outlines their approach to achieving sales targets. This task involves identifying target clients, setting sales objectives, and determining the steps and resources required to meet those objectives. The account manager typically develops this plan with guidance from the sales manager or a designated mentor.

13. Participating in team meetings and sales reviews: The account manager should actively participate in team meetings and sales reviews to share progress, discuss challenges, and collaborate with colleagues. This task involves providing updates on client interactions, sharing best practices, and seeking feedback from the sales team. The sales manager typically organizes these meetings and reviews.

14. Building a network within the industry: The account manager should actively network within the industry to expand their professional connections and stay updated on market trends. This task involves attending industry events, joining relevant associations, and engaging in online networking platforms. The account manager typically takes the initiative to build their network, with support and guidance from the sales manager or a designated mentor.

15. Continuous learning and professional development: The account manager should prioritize continuous learning and professional development to enhance their skills and knowledge. This task involves attending relevant workshops, webinars, and conferences, as well as reading industry publications and staying updated on sales techniques. The account manager takes the initiative to seek out learning opportunities, with support from the sales manager or a designated mentor

Setting Up Your Employee Onboarding Process

From reading through the items in the example Account Manager For Wholesale Clients checklist above, you’ll now have an idea of how you can apply best practices to getting your new Account Manager For Wholesale Clients up to speed and working well in your Sales team. Scroll up to see the link to our onboarding templates & resources or get in touch to discuss getting help setting up your systems and processes in this area.