ACCOUNT SERVICES REPRESENTATIVE JOB DESCRIPTION
As an Account Services Representative, you'll manage lead distribution from marketing to sales, ensuring prompt follow-up and CRM accuracy, including account verification, updates, and reassignments. Your role bridges online activities with actionable sales tasks, overseeing website interactions and ensuring they're assigned for follow-up. Additionally, you'll handle financial aspects like support contract reviews and order-quote mergers, playing a pivotal role in enhancing customer engagement and driving sales success.
An Overview of Account Services Representative Job Description Responsibilities and Qualifications
1. The Account Services Representative is expected to thrive in a dynamic, high-speed setting where quick thinking and the ability to juggle multiple tasks simultaneously are essential. This role is pivotal in managing our Customer Relationship Management (CRM) system, ensuring that accounts are properly allocated, maintained with current and precise information, and optimized to enhance productivity. Accuracy is imperative, as errors can have significant repercussions. Furthermore, this position is crucial in providing support to various departments and key staff members, coupled with regular engagement with customers. Therefore, a professional demeanor and polite conduct are paramount. The individual must be highly reliable, given the handling of confidential information.
Account Services Representative Roles and Responsibilities:
- Receive all leads from the marketing department and handle the assignment of those leads to Sales Representatives.
- Tracking and ensuring new leads are followed up.
- Correcting and entering account information into CRM: Merging accounts, adding contacts, addresses, emails, etc.
- Verifying new accounts added to CRM.
- Reassigning accounts that have not had contact with an assigned Sales Representative.
- Verifying all website activities, downloads, requests, applications and ensuring assigned to responsible individuals for follow-up.
- Calculating and reviewing customers’ support contract, merging orders with quotes.
Account Services Representative Requirements and Qualifications:
- 2+ years Receptionist experience answering multi-line phones
- Excellent communication skills, both verbal and written
- Computer proficiency in MS Word/Excel
- Excellent phone etiquette
- Excellent event planning and organizational skills
- Ability to stay on task to full completion
- Maintain accounts, files, and reports
- Able to multitask on projects while simultaneously handling incoming calls
- Able to adjust in a fast-paced environment with little supervision
- Motivated and self-driven
- Receive directions & follow instructions
- Efficient and able to speed procedures
- Positive outlook with a professional manner
- College degree in Management Information Systems, Information Technology or Similar
- Experience with CRM database
- Familiarity of Manufacturing industry or Information Technology IT industry
- Multi-language, Spanish speaking a plus