Customer Success & Sales Representative

API Heat Transfer•Town of Cheektowaga, NY

1d•$28 - $32

About The Position

The Customer Success & Sales Representative is an outbound-focused project manager responsible for generating new business opportunities through proactive outreach, managing customer project follow-through internally, and keeping Salesforce updated with accurate, timely information. This is a hunting role — success is measured by activity, initiative, and new opportunity creation.

Requirements

Experience in a customer-facing, sales support, or project management role.
Comfortable making cold calls and initiating conversations with new prospects
Highly organized with strong follow-through — you don't let things fall through the cracks
Self-starter who takes initiative without being asked
Clear written and verbal communication skills
High school diploma or equivalent required

Nice To Haves

Working knowledge of Salesforce or similar CRM (preferred, not required)
associate degree or relevant experience a plus

Responsibilities

Conduct cold calls and proactive outreach to prospective customers and assigned leads
Follow up on quotes, inquiries, and lapsed accounts to generate new opportunities
Build relationships with new contacts and move prospects through the early stages of the sales funnel
Identify and pursue leads using available tools and resources
Serve as the internal point of contact for assigned customer projects, ensuring commitments are tracked and met from kickoff through delivery
Escalate internal roadblocks proactively and follow up until resolved — no dropped balls
Communicate project status, delays, or changes to customers in a timely manner
Perform accurate and timely Salesforce updates using information from the Project Management team
Maintain clean contact records, activity logs, and opportunity notes
Support the sales team with administrative tasks, data entry, and customer communication
Partner with Project Management, Engineering, and Operations to ensure customer expectations are aligned internally
Flag risks or gaps in project timelines before they become customer issues
Coordinate with marketing to define and scope digital campaigns and lead generation