Account Specialist
Core
Serve as a trusted advisor to prospective and current small business customers, driving online sales, educating on self-service resources, and preparing contract proposals.
Role type
Account Specialist (Sales)
Builds
Salesforce AI CRM solutions for small businesses
Domain
SaaS / CRM / Small Business
Required skills
sales, customer success, product demonstration, contract negotiation, technical troubleshooting, billing management, CRM proficiency, multi-channel communication, time management
Preferred skills
CRM experience, self-learning ability
Responsibilities
Engage with customers to qualify product fit, understand business needs and challenges, present and demo business value, act as frontline for technical issues, handle billing and licensing inquiries, partner with distribution teams, negotiate contract terms, drive customer adoption during trial and onboarding, record interactions in Salesforce CRM
Seniority
Individual Contributor, 2+ years experience