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Technical Account Specialist

1 month ago

West Chester, Pennsylvania, United States Express Employment Full time
Job OverviewAs a Technical Account Representative at Express Employment, you will play a crucial role in maintaining and developing our company's CRM system, ensuring accurate and up-to-date client and deal information. Your expertise in CRM reporting data will support decision-making processes, and you will act as a liaison between clients and internal teams, coordinating with various stakeholders to resolve account issues effectively. You will collaborate with different departments to plan and execute opportunities, including managing timelines, resource availability, deliverables, and quotes. Key responsibilities include maintaining and developing the company CRM system, generating and managing CRM reporting data, acting as a liaison between clients and internal teams, and collaborating with different departments to plan and execute opportunities. Requirements include 0-3 years of sales experience, previous experience or understanding of the manufacturing, production, or sheet metal industry, high school diploma required, and proficiency in Microsoft Office/TEAMS, ERP systems, and CRM software. We are looking for a hands-on, approachable leader with a growth mindset who can exhibit these qualities. Responsibilities
  • Maintain and develop the company CRM system, ensuring accurate and up-to-date client and deal information.
  • Generate and manage CRM reporting data to support decision-making processes.
  • Act as a liaison between clients and internal teams, coordinating with various stakeholders to resolve account issues effectively.
  • Collaborate with different departments to plan and execute opportunities, including managing timelines, resource availability, deliverables, and quotes.
Requirements
  • 0-3 years of sales experience; 5+ years preferred.
  • Previous experience or understanding of the manufacturing, production, or sheet metal industry is a plus.
  • High school diploma required; Associate's or Bachelor's degree preferred.
  • Proficiency in Microsoft Office/TEAMS, ERP systems, and CRM software is highly preferred.
  • Must exhibit a hands-on, approachable leadership style with a growth mindset.