Account Specialist
Core
Drive online sales and act as a trusted advisor for Salesforce Small Business customers, ensuring exceptional experiences and successful product adoption.
Role type
Account Specialist (Sales)
Builds
Salesforce CRM product features and services for small businesses
Domain
SaaS / CRM / Small Business
Deliverable
product features
Required skills
sales, customer success, product demonstration, contract negotiation, inbound inquiry handling, billing and licensing management, CRM software usage, self-learning, multi-tasking
Preferred skills
CRM experience, basic troubleshooting
Responsibilities
Engage with prospective and current customers to qualify product fit; Understand prospect business needs and act as a trusted advisor; Present and demo business value of products; Act as frontline for technical issues and route to Support; Handle initial billing and licensing questions; Partner with distribution teams; Negotiate contract terms and assist with online purchases; Record customer interactions in Salesforce CRM; Ensure customer adoption during trial and onboarding.
Seniority
Individual Contributor, entry-to-mid level
