Account Services Representative

Account Services Representative

The Account Services Representative (ASR) supports the Sales Team in reaching their monthly and annual goals. They provide administrative support to the Sales Team to curate a positive experience for our customers. The primary responsibilities of the ASR include gathering customer information via the phone and email, connecting them with the right resources, and facilitating the sales process by creating quotes and invoices. This is a full-time position with remote, hybrid, and on-site opportunities available.

Responsibilities

Provides excellent customer service in a fast paced, high volume setting

Promptly responds to customer requests and inquiries, ensuring a high level of customer satisfaction

Prepares and edits quotes for customers

Conducts daily customer outreach via phone and email to follow up on open quotes or as requested by Account Executives

Gathers details from customers including licensing information and software needs

Schedules meetings and demos for customers, and occasionally attends meetings and makes follow up calls as needed

Maintains accurate records of customer interactions and transactions in our CRM system

Quote pipeline maintenance, ensures expired quotes are followed up on

Creates spreadsheets and documents notes and licenses and location

Maintains data integrity in CRM, keeping account and contact information up to date and accurate

Collaborates internally with multiple divisions as needed

Requirements

Bachelor's degree in a relevant field such as Business Administration or Communications is a plus

1-2 years experience in a sales or customer service role

Experience with a sales CRM software i.e. Salesforce, Hubspot, Freshsales, etc.

Strong Excel skills are preferred

Excellent communication skills via the phone, email and face to face

Demonstrated proficiency in MS Word/Excel and email platforms i.e. Gmail

Self-starter and able to maintain strong self-motivation

Highly organized and strong attention to detail

Able to multi-task and juggle projects for multiple team members, while staying focused and completing goals by their deadlines

Positive outlook with strong professional etiquette

Quick-learner with the ability to utilize resources and navigate through documents