Field Services Account Specialist

3 days ago

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

We are seeking a highly motivated and results-driven Field Services Account Specialist to join our team at CSA America Testing & Certification LLC. As a key member of our sales 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 technical/scientific degree 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 a leading provider of testing, inspection, and certification services. We are committed to making the world a better, safer, and more sustainable place through our work. Our employees take pride in making a difference in people's lives through the work that we do.

  • Senior Commercial Banking Specialist

    2 weeks ago

    Lakewood, Ohio, United States First Mutual Holding Company Full time

    Job SummaryThe Senior Commercial Banking Specialist is a senior member of the loan officer team responsible for commercial banking for companies up to $60 million in revenue. This role requires a high level of business development results, portfolio management, collaboration, and professional representation.Key ResponsibilitiesManage business development by...

  • Senior Commercial Banking Specialist

    3 weeks ago

    Lakewood, Ohio, United States First Mutual Holding Co. Full time

    Job SummaryThe Senior Commercial Banking Specialist is a key member of our team at First Mutual Holding Co., responsible for driving business growth and development in commercial banking. This role requires a seasoned professional with a strong track record of success in commercial lending, sales, and portfolio management.Key ResponsibilitiesBusiness...

  • Senior Commercial Lending Specialist

    4 weeks ago

    Lakewood, Ohio, United States First Mutual Holding Company Full time

    Position Overview:The Senior Commercial Lending Specialist is tasked with overseeing commercial banking services for enterprises generating up to $60 million in annual revenue.Key Responsibilities:1. **Business Development:**Drives growth by acquiring new commercial banking clients through effective outreach strategies; nurtures and expands relationships...

  • Patient Service Specialist

    2 hours ago

    Lakewood, Ohio, United States Cleveland Clinic Full time

    Transforming Patient ExperiencesCleveland Clinic Health System is dedicated to delivering exceptional patient care and experiences. As a Patient Service Specialist, you will play a vital role in ensuring that our patients receive the highest level of service and support.Key Responsibilities:Provide proactive and patient-centered support to patients and...

  • Senior Commercial Banking Specialist

    2 weeks ago

    Lakewood, Ohio, United States First Mutual Holding Company Full time

    Job SummaryThe Senior Commercial Banking Specialist is a senior member of the loan officer team responsible for commercial banking for companies up to $60 million in revenue. This role requires a high level of business development results, portfolio management, collaboration, and professional representation. The ideal candidate will have a strong...

  • Senior Commercial Banking Specialist

    2 weeks ago

    Lakewood, Ohio, United States First Mutual Holding Co. Full time

    Job SummaryThe Senior Commercial Banking Specialist is a senior member of the loan officer team responsible for commercial banking for companies up to $60 million in revenue. This role requires a high level of business development results, portfolio management, collaboration, and professional representation.Key ResponsibilitiesBusiness Development: Acquire...

  • Accounting Professional

    2 weeks ago

    Lakewood, Ohio, United States Oles + Associates LLC Full time

    Accounting Professional Job DescriptionOles + Associates LLC is seeking a skilled Accounting Professional to join our team. As a key player in our firm, you will be responsible for maintaining financial records, managing accounts payable and receivable, reconciling bank statements, and assisting with tax preparation.Key Responsibilities:Financial Record...

  • Accounting Professional

    5 days ago

    Lakewood, Ohio, United States Oles + Associates LLC Full time

    Accounting and Bookkeeping RoleWe are seeking a highly skilled and detail-oriented Accounting and Bookkeeping professional to join our team at Oles + Associates LLC. As a key member of our team, you will be responsible for maintaining accurate and up-to-date financial records, managing accounts payable and receivable, and preparing financial statements.Key...

  • Field Representative

    1 week ago

    Lakewood, Ohio, United States VERISK CRIME ANALYTICS INC Full time

    Job Title: Field RepresentativeAt Verisk Crime Analytics Inc, we're seeking a skilled Field Representative to join our team. As a Field Representative, you will play a critical role in evaluating commercial business sites for multiple lines of insurance coverage, loss prevention, and risk assessment.Key Responsibilities:Evaluate commercial business sites for...

  • Accounting Professional

    5 days ago

    Lakewood, Ohio, United States Oles + Associates LLC Full time

    Accounting and Bookkeeping Role at Oles + Associates LLCWe are seeking a highly skilled and detail-oriented Bookkeeper/Accountant to join our team at Oles + Associates LLC. As a key member of our firm, you will be responsible for maintaining accurate financial records, managing accounts payable and receivable, reconciling bank statements, and assisting with...

  • Field Representative

    7 days ago

    Lakewood, Ohio, United States VERISK CRIME ANALYTICS INC Full time

    Job Title: Field RepresentativeAt Verisk Crime Analytics Inc, we're seeking a skilled Field Representative to join our team. As a Field Representative, you will play a critical role in evaluating commercial business sites for multiple lines of insurance coverage, loss prevention, and risk assessment.Key Responsibilities:Evaluate commercial business sites for...

  • Infrastructure Systems Specialist

    4 weeks ago

    Lakewood, Ohio, United States Merritt Hospitality Full time

    Position Overview: As an Infrastructure Systems Specialist, you will be responsible for overseeing all operational systems within our facilities, ensuring the safety and comfort of guests, staff, and vendors.Key Responsibilities:Maintain all building-related systems and ensure compliance with industry standards and regulations.Implement preventative...

  • Inside Sales Account Executive

    3 weeks ago

    Lakewood, Ohio, United States Metal Recruiters Full time

    Job OverviewWe are seeking a dedicated Inside Sales Account Executive with a strong interest in the metals sector. This role is crucial for driving the success of our expanding organization, specializing in high-quality stainless steel and aluminum products.About Metal Recruiters: As a premier metal distributor, we pride ourselves on our commitment to...

  • Commercial Banking Specialist

    2 days ago

    Lakewood, Ohio, United States First Mutual Holding Co. Full time

    Job SummaryFirst Mutual Holding Co. is seeking a highly skilled Commercial Loan Officer to join our team. As a Commercial Loan Officer, you will be responsible for developing and maintaining relationships with commercial clients, identifying business opportunities, and providing exceptional customer service.Key ResponsibilitiesBusiness Development: Acquire...

  • Clinical Laboratory Specialist

    4 weeks ago

    Lakewood, Ohio, United States Cleveland Clinic Full time

    Join Cleveland Clinic Health System, where we envision a transformative future for healthcare. Each member of our team plays a vital role in our commitment to excellence, continuously enhancing the patient experience.As a Clinical Laboratory Specialist, you will be instrumental in developing innovative tests and methodologies that aid in diagnosing and...

  • Commercial Banking Specialist

    2 days ago

    Lakewood, Ohio, United States First Mutual Holding Company Full time

    Job SummaryThe Commercial Loan Officer is a key member of our team, responsible for driving commercial banking growth and developing strong relationships with clients. This role requires a strong understanding of commercial lending laws, regulations, and guidelines, as well as excellent communication and relationship-building skills.Key...

  • Sales Account Executive

    4 weeks ago

    Lakewood, Ohio, United States Red Bull North America Full time

    Position Overview:As a Sales Account Executive, you will report directly to the District Sales Manager. Your main responsibility will be to engage in outside sales of our product offerings while managing a designated route of accounts. Key Responsibilities:Your role will involve enhancing product sales and optimizing the placement of product displays across...

  • Commercial Banking Specialist

    2 weeks ago

    Lakewood, Ohio, United States First Mutual Holding Co. Full time

    Job SummaryThe Commercial Loan Officer is a key member of our team at First Mutual Holding Co., responsible for driving commercial banking growth and developing strong relationships with clients. This role requires a strong understanding of commercial lending laws, regulations, and guidelines, as well as excellent communication and sales skills.Key...

  • Healthcare Customer Service Representative

    4 weeks ago

    Lakewood, Ohio, United States Cleveland Clinic Full time

    Cleveland Clinic Patient Care Support SpecialistBecome an integral part of the Cleveland Clinic, recognized as one of the leading healthcare institutions in the country. You will collaborate with committed healthcare professionals to deliver 'Patient First' services to our clientele. Our mission is to foster exceptional patient interactions while adhering to...

  • Commercial Banking Specialist

    6 days ago

    Lakewood, Ohio, United States First Mutual Holding Company Full time

    Job SummaryThe Commercial Loan Officer is a key role within First Mutual Holding Company, responsible for driving commercial banking growth and developing strong relationships with clients. This position requires a strong understanding of commercial lending laws and regulations, as well as excellent communication and relationship-building skills.Key...