Account Services Representative

Realityworks•Eau Claire, WI

4d•Remote

About The Position

The Account Services Representative (ASR) plays a crucial role in driving new business by generating qualified opportunities and targeting key accounts through diverse strategies. The ASR works in partnership with Account Managers in high-performing territories, supporting transactional sales, and engaging in call lists and new account discovery. This position leverages internal technology for account research, engages customers over the phone to facilitate product orders, and diligently follows up on leads generated from marketing campaigns.

Requirements

Bachelor’s degree in Marketing, Communications, Business Administration, or a related field
Proven experience (1+ years) in sales, inside sales, or customer service
Proficiency in Microsoft 365 applications, particularly Outlook, Word, and Excel
Strong familiarity with Customer Relationship Management (CRM) systems, such as NetSuite or similar
Ability to manage a high volume of customer interactions with professionalism and accuracy
Experience supporting sales teams in a fast-paced environment
Knowledge of B2B sales processes and strategies
Demonstrated success meeting or exceeding sales or service goals

Responsibilities

Identifies new prospects and engages with existing customers to explore sales opportunities and fulfill customer needs
Conducts a high volume of outbound telephone dials on a daily basis
Collaborates closely with Account Managers in high-performing territories to support transactional sales efforts with weekly meetings to discuss strategy and outcomes
Works on call lists and hot leads and engages in new account discovery initiatives to expand the customer base
Stays informed about product features, compatibility, pricing, supporting materials, and available discounts/promotions
Responds promptly to requests for information and qualifies leads generated from inbound inquiries
Addresses customer inquiries via phone and email regarding product features, pricing, purchasing processes, and more
Maintains post-sale contact with clients to facilitate a positive and productive long-term relationship
Establishes strong customer relationships including problem resolution with customers about any account problems, concerns, needs, and more and communicates those issues with the company
Maintains accurate and timely records within the company’s CRM system
Attends and participates in regular sales meetings and training sessions
Maintains house accounts as needed
Performs other additional duties as assigned or required

Benefits

Employee Stock Ownership Plan (ESOP): 100% company-funded and designed to grow in value as we succeed together
Health, Dental, and Life Insurance: Comprehensive coverage to support your well-being
401(k) Retirement Plan: With company match up to 6%
Generous Paid Time Off: Over 20 days annually, plus 10 paid holidays
Wellness Incentives: Gym reimbursement and healthy living rewards
Family-Friendly Benefits: Paid maternity, paternity, and adoption leave
Flexible Spending Accounts: Including dependent care coverage
Disability Coverage: Long-term and short-term
Education Support: Tuition assistance for continued learning
Community Engagement: Paid volunteer time and donation matching