Field Services Account Specialist

3 weeks ago

Lakewood, Ohio, United States CSA America Testing & Certification LLC Full time
Job Summary

CSA America Testing & Certification LLC is seeking a highly motivated and results-driven Field Services Account Specialist to join our team. As a key member of our sales and customer service team, you will be responsible for building and maintaining relationships with our clients, identifying new business opportunities, and providing exceptional customer service.

Responsibilities
  • Manage the sales process by promptly responding to client inquiries and presenting information as necessary.
  • Support the sales process by providing CSA Group information to prospective contacts and referral customers.
  • Determine client needs and expectations, and relay necessary information to operations to maintain customer satisfaction.
  • Prepare cost proposals of services for clients using applicable questionnaires and worksheets.
  • Send proposals to clients and conduct follow-up calls to provide further information, answer questions, and document these activities for further follow-up.
  • Assist with the operations group in opening an application file and completing documentation necessary for accepted proposals.
  • Maintain accurate and complete client files, including the input of new/existing client information into the shared sales database.
  • Establish and maintain a list of preferred contacts based on reputation, influence, and personal judgment.
  • Develop sales leads through industry experience, internet research, trade show leads, trade magazines, and other suitable resources.
  • Provide information and input into the Commercial Unit to assist with the establishment of new opportunities and areas of focus for CSA Group services.
  • Provide management support in weekly, monthly, and annual sales reports and forecasts.
Requirements
  • Post-secondary education preferred.
  • Four-year degree in a technical or scientific field is a plus.
  • 2-5 years of sales, customer service, or marketing experience.
  • Computer proficiency in Word, Excel, PowerPoint, and database applications.
  • Sales Force experience a plus.
  • Excellent verbal and written communication skills.
  • Excellent phone and customer service skills.
  • Detail-oriented and able to handle multiple tasks.
  • Able to maintain positive contacts within all levels of the organization to exchange, explain, and interpret information or ideas and follow-up on client requests.
  • Self-motivated and team-player.
About CSA America Testing & Certification LLC

CSA America Testing & Certification LLC is an Equal Opportunity Employer and is committed to diversity, equity, and inclusion. We prohibit discrimination in all aspects of employment.

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