Distributor Account Advisor

About the role

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. 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

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