Inside Strategic Account Specialist

Sales Fremont, CA, California Anaheim, California

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Description

 Must reside in PST Timezone
Essential Functions:
  • Exercises sound judgment and critical thinking skills in the execution of job duties and knows when to ask for guidance and/or share information with supervisor and/or manager for uncommon requests.
  • Responsible for assisting driving sales across varied accounts, product lines, and markets.
  • Identify, qualify, organize, and execute effective sales strategies that maintain the existing base of business and support the close of competitive and revenue growth opportunities
  • Serves as a Subject Matter Expert (SME) for Customer Service Representatives.
  • Reviews the accuracy of client documents and ensures documents reflect the details specified by the requester in Sugar CRM.
  • Probe, develop, and close all related product sales inquiries/leads with existing customers within assigned geographic territory.
  • Assists with all account inquiries as directed by Outside Sales Representative or Manager.
  • Maintains equipment in excellent operating condition (inside and out) and troubleshoots equipment issues with assistance from the Help Desk team.
  • Coordinate and collaborate with regionally aligned field sales team to drive incremental RMS revenue and achieve target sales goals.
  • Generates reports from Sugar CRM, and other tools and software as directed by Supervisor and/or Manager.
  • Submits weekly reports as directed by Manager.
  • Ability to maintain regular attendance and punctuality as scheduled. Notifies Supervisor and/or Manager if unable to adhere to daily schedule.
  • Demonstrates helpful and effective telephone etiquette and customer service skills by providing appropriate information to callers.
  • Provides excellent customer service by being attentive and respectful; insures understanding of customer request and follows-through as promised; and being proactive in identifying member concerns, or problems.
  • Adheres to all Company time and attendance policies or applicable law covering meal breaks and rest periods. Records all accurate work hours in ADP daily and adheres to EIS’s overtime policy and procedures for requesting PTO or changes in schedule.
  • Attends and participates in required training sessions and staff meetings as scheduled and assigned.
  • Ability to adapt to change and respond to difficult and challenging situations in a professional manner.
  • Accepts new assignments willingly to meet business needs.
  • Ability to work with minimum supervision, organize workload and prioritize work tasks to meet production goals.
 
 
Qualifications to Meet Minimum Requirements: 
·         High School Diploma (GED) required
·         Associates’ or Bachelor’s Degree in related discipline desired and may substitute for the experience requirement.
·         Knowledge, experience and/or training in accurate data entry, office equipment and procedures required.
·         Must have at least 2 years of proven sales and support experience.
·         Ability to effectively use computer software and technology as required by the member facility including a Customer Relationship Management (CRM) system.
·         Effective verbal and written communication skills.
·         Ability to learn new equipment and required processes in a fast-paced environment
·         Ability to work professionally, effectively, and efficiently in a team environment with customers, management and co-workers.
·         Must be able to multi-task effectively
                                                                                                     
This job description is not intended to be an exhaustive list of all requirements and responsibilities and as such, is subject to change without notice based on the needs of the business and/or department. 
 
 

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