Account Representative - Transformer Laboratory Services

Now Hiring•Sacramento, CA

2d•Onsite

About The Position

The Account Representative manages day-to-day relationships with RESA Power’s Transformer Laboratory Services (TLS) customers, with a focus on retaining customers and growing existing accounts. The role keeps customers on recurring sampling schedules, reviews laboratory reports for findings requiring follow-up, and converts those findings into retests, additional testing, field services, and products. It works closely with laboratory operations, project managers, field service teams, RESA sales representatives, locations, and leaders to expand customer relationships across additional sites and services. The position also handles quoting, order entry, and customer coordination to move work accurately from quote through scheduling and invoicing. This is an individual-contributor role with no direct reports. A potential path to an Outside Sales role may be available for candidates who demonstrate the ability to source new business and support customers at a more technical level. The position is onsite at RESA Power’s Sacramento, California location and involves up to 15% travel based on business need. Compensation is $36–$40 per hour.

Requirements

Associate’s or Bachelor’s degree in a technical, scientific, or business field, or equivalent experience.
At least 5 years of related experience in transformer oil testing, transformer services, electrical testing, condition monitoring, or technical customer support or sales in the power industry.
Ability to read laboratory reports, recognize flagged or abnormal results, and explain recommended next steps in plain language.
Experience with CRM and order-entry systems, with strong data-entry accuracy and attention to detail.
Strong organization and follow-through, including the ability to manage recurring outreach across many accounts.
Strong written and verbal communication skills, including confident proactive phone and email outreach.
Ability to work effectively with laboratory, field service, sales, and accounting teams.
Competency with Microsoft Office Suite, including Word, PowerPoint, Excel, and Outlook.
Ability to work independently onsite in Sacramento or remotely while remaining closely aligned with laboratory operations.
Ability to travel approximately 10–15% to RESA Power locations and customer sites.
Valid driver’s license required for travel or use of a company or rental vehicle.

Nice To Haves

Working knowledge of transformers and transformer oil diagnostics, including routine tests such as dissolved gas analysis (DGA), moisture, dielectric breakdown, and oil quality testing.
Experience in account management, customer retention, or business-to-business sales.
A solid base understanding of transformers and the value of oil analysis; training in laboratory diagnostics will be provided.

Responsibilities

Proactively contact assigned customers before recurring sampling due dates to confirm schedules, secure purchase orders, and book sampling.
Use due-date tracking tools and systems to identify customers who are due, overdue, or lapsed, and follow up until they are scheduled or closed out.
Review laboratory reports for flagged or abnormal results and recommend next steps, such as retests, increased sampling frequency, additional diagnostic testing, or field services.
Track report-driven follow-ups from initial customer contact through quote, scheduling, and completion.
Manage assigned key accounts through proactive check-ins, account reviews, and timely resolution of customer questions and concerns.
Grow existing accounts by recommending products and services such as field oil sampling, Sample Guard enclosures, inhibitor additions, top-offs, and other transformer services.
Build relationships with customer site contacts to identify other facilities and equipment and bring additional sites under RESA Power’s laboratory services.
Re-engage former and lapsed laboratory customers.
Partner with RESA Power sales representatives, locations, and leaders to identify and win laboratory work, including supporting commissioning-to-monitoring handoffs on new projects.
Source new laboratory customers as opportunities arise, with increasing responsibility for new business development over time.
Prepare and enter quotes, customer orders, and opportunities accurately and promptly in CRM, Relay Desk, and laboratory systems.
Obtain purchase orders and methods of payment and confirm that billing details are complete and accurate.
Coordinate with project managers, field service teams, and laboratory staff to schedule sampling and field work as needed.
Support Accounts Receivable by contacting customers about past-due invoices when requested.
Keep customer records, contacts, and account notes current.
Communicate laboratory results, turnaround times, and service expectations clearly and professionally, escalating complex technical questions to laboratory technical staff.
Represent RESA Power at customer meetings, RESA Power locations, and industry events as needed.
Conduct work and make decisions in compliance with applicable regulatory requirements, company policies, safety expectations, and RESA Power’s core values.
Perform other duties as assigned.