Title: Independent Channel Account Coordinator Location: Remote USA Department: Sales Full Time Sales Entry Level Job Description: GENERAL PURPOSE OF JOB The Independent Channel Account Coordinator owns the end-to-end onboarding workflow for new independent retail accounts. Demand generation across our vendor exclusive distribution partnerships, field rep expansion model, and Merchandising team is producing 300+ inbound retailer leads per month — well beyond current capacity. This role captures that demand by converting qualified leads into activated, revenue-producing accounts on CRM & ERP back-end systems, and by keeping the onboarding pipeline moving without bottleneck. The role also partners with the Independent Sales Team Lead to support onboarding and ongoing operational needs for our national rep expansion. ESSENTIAL DUTIES AND RESPONSIBILITIES - Serve as the primary onboarding owner for new and reactivated independent retail accounts sourced through numerous channels, including: vendor exclusive distribution partnerships, field rep leads, and Merchandising team referrals. - Make initial contact with inbound retailer leads and qualify them against account criteria. - Receive and manage large inbound call volume as well as heavy email prioritization and response. - Set up new customer records in Microsoft Dynamics, including all required account, contact, and pricing data. - Collect, review, and process finance documentation, including credit applications, tax forms, and payment terms. - Configure customer accounts in back-end ERP system to enable order entry and fulfillment. - Partner cross-functionally with Finance to ensure timely customer setup and credit approval, and with Merchandising and Category Development to align on assortment, planogram, and channel strategy for each new account. - Track lead progression through the onboarding pipeline and report weekly throughput against capacity targets. - Identify recurring friction points in the onboarding workflow and recommend process improvements. REQUIRED EXPERIENCE - Two or more years in a sales operations, account coordination, customer onboarding, or inside sales support role. - Mid-high level proficiency with Microsoft suite; with an emphasis on Outlook & Excel. - Hands-on experience with back-end CRM or ERP systems; Microsoft Dynamics experience strongly preferred. - Strong written and verbal communication skills; this role is the first detailed touchpoint many retailers will have with the company. - Proven ability to manage a high-volume pipeline of 100+ active accounts without dropping detail. - Self-directed; able to prioritize across multiple inbound channels with overlapping deadlines. - Proven ability to work cross-functionally with multiple internal teams to maintain rigorous schedule. PREFERRED EXPERIENCE - Direct experience with Prelude, or comparable order management and merchandising systems. - Experience in Asana a plus. - Background in consumer goods, beauty, or independent retail distribution. - Familiarity with 1099 field rep and merchandising channel structures. WORK SCHEDULE/HOURS Remote - Monday through Friday 8:30AM to 5:30PM EST PAY RANGE: $24/hr BENEFITS - Medical insurance - Vision insurance - Dental insurance - Health Savings Account - 401(k) - Paid time off - Paid parental leave

• Manage and develop a portfolio of strategic international reseller partners, building relationships at all levels—from operational contacts to executive stakeholders. • Lead joint business planning initiatives and Quarterly Business Reviews (QBRs), establishing clear objectives, growth strategies, and measurable outcomes. • Deliver partner enablement programs, including training sessions, product demonstrations, workshops, and onsite engagements to strengthen partner expertise and commitment to Neat. • Drive adoption of Neat's partner programs, incentive structures, market development funds (MDF), deal registration processes, and go-to-market initiatives. • Collaborate cross-functionally with Channel, Sales, Marketing, and Operations teams to ensure alignment on partner strategies and business priorities. • Identify opportunities for revenue growth, market expansion, and increased partner engagement within existing accounts. • Develop and maintain strong relationships with executive leaders and key decision-makers across partner organizations. • Monitor partner performance, pipeline activity, and business metrics to support strategic planning and growth initiatives. • Represent Neat at partner events, industry conferences, and customer-facing engagements. • Travel regularly throughout your territory, with a strong emphasis on in-person partner engagement.

• Driving continued growth for Neat, by identifying new customers. • Levering your network in the region to uncover new business, attending events and acting as an ambassador for Neat. • Evaluating territory and vertical opportunities, taking full ownership of the strategic approach for your area. • Keeping updated of market trends, understanding competitor landscape and opportunities. • Feeding market insight back to the product and development teams, providing a vital 360 degree view of the region’s opportunity. • Acting as a trusted colleague within your team, providing mentorship and coaching. • Defining, designing and iterating our sales processes, ensuring Neat is ready for the next stage of our hyper-growth.

• Serve as the "Single Point of Truth" for customers once the sale is closed • Ensure a seamless transition from onboarding to long-term partnership • Manage a diverse portfolio with strategic and scalable engagement • Identify early warning signs to prevent churn and ensure renewals • Lead impactful Quarterly Business Reviews with decision makers • Drive contract renewals and identify expansion/upsell opportunities • Act as the "Internal Quarterback," orchestrating efforts across teams to deliver value