Associate Onboarding Account Manager

Job Summary

The Associate Onboarding Account Manager supports the long-term success of our dealer partners by ensuring they are engaged, supported, and equipped to maximize the value of Pricebook Digital tools. This role serves as the primary point of contact for a set of dealer accounts and collaborates closely with internal teams to ensure satisfaction, retention, and growth.

The Associate Onboarding Account Manager reports directly to the Onboarding Manager.

Key Responsibilities

• Partner with Account Manager to establish and support multiple dealer projects and ensure all deliverables are completed on time by respective parties.
• Learn and help oversee the entire onboarding lifecycle for new clients, from initial setup and configuration to live implementation.
• Serve as a PricebookPlus expert, providing in-depth product demonstrations, training, and guidance to clients on utilizing the platform's features.
• Identify and address potential roadblocks during the onboarding process, working with internal teams and clients to find effective solutions.
• Establish and nurture strong relationships with team members and clients, fostering trust and promoting a positive internal work culture and customer experience.
• Maintain professional and effective communication, both written and verbal, with clients and internal teams. Provide timely updates on onboarding progress, resolve issues, and document key information in Hubspot.
• Ensure a smooth transition for clients to support teams after successful onboarding completion.
• Work closely with a diverse team to provide superior quality customer service and maintain a positive environment.
• All other duties as assigned.

Qualifications

• 3–5 years of experience in account management, customer success, or partner support
• Experience in SaaS, distribution, supply chain, or B2B environments preferred
• Strong communication and relationship-building skills
• College degree or equivalent preferred
• Organized, detail-oriented, self-motivated and capable of managing multiple accounts simultaneously
• Proficiency in CRM tools (Hubspot preferred), reporting dashboards, and shared documentation platforms
• Efficient and effective problem-solver with strong critical thinking skills and troubleshooting abilities
• Ability to focus and maintain organization and attention to detail while multitasking in a challenging, fast-paced environment

Skills

• Client relationship management
• Proactive communication and follow-through
• Empathy and customer-centric mindset
• Time management and task organization
• Problem-solving and escalation awareness
• Collaboration with technical and non-technical teams

We Offer:

• Remote Work - work from home/work anywhere.
• Reimbursement for all travel expenses
• Health Benefits, HSA, 15 days paid vacation / sick leave / holidays, 401K
• Career development opportunities

Equal Opportunity Employer

Pricebook Digital does not discriminate against employees based on race, color, religion, sex, national origin, gender identity or expression, age, disability, pregnancy (including childbirth, breastfeeding, or related medical condition), genetic information, protected military or veteran status, sexual orientation, or any other characteristic protected by applicable federal, state or local laws. We are an equal-opportunity employer, and we celebrate the diversity that each employee brings to the table. We value the convergence of fresh, unique perspectives and experiences from all walks of life and believe that makes us stronger as a company.

About Pricebook Digital

Pricebook Digital is a growing Technology/SaaS company providing top-rated sales and pricing products and services to the HVAC industry. Our products are used by dealers, distributors and manufacturers across the industry to sell more efficiently and with better results. We also provide data management services to the industry, and work closely with manufacturers and distributors to expand market reach and improve dealer performance through a unified sales enablement platform.