Sales Operations Key Account Representative

Vispero•Clearwater, FL

2d•Remote

About The Position

The Sales Operations Key Account Representative supports the Director of Order Management and Contract Support and the Senior Manager Sales Operations Assistive Technology by managing customer communications, orders, quote requests, and account-related issues. The duties include responding promptly and professionally to customer inquiries, providing product and service information, managing incoming orders and tasks, generating customer quotes, following up on sales leads, assisting customers with product transitions and software issues, processing return-to-stock and credit/rebill transactions, identifying and resolving customer issues, partnering with field sales and Product Management, and maintaining current knowledge of company policies and procedures.

Requirements

2–4 years of experience in sales operations, account management, or a high-volume customer support role.
Proven proficiency with Salesforce (for quoting and lead tracking) and Zendesk (for ticket and task management).
Excellent listening, verbal and written communication skills with a track record of handling high-value client inquiries via email and phone.
Strong troubleshooting abilities, specifically with managing order discrepancies, software licensing, or technical account issues.
High accuracy in data entry, contract quoting, and following strict internal company policies.
High school diploma or GED and at least one year of order-processing experience or training, or an equivalent combination of education and experience.
Ability to perform basic arithmetic and calculate discounts and percentages using U.S. currency and standard units of measurement.

Nice To Haves

Dynamics/Great Plains is preferred.

Responsibilities

Respond promptly and professionally to customer inquiries by email, phone, and voicemail.
Provide product and service information and answer questions regarding order and product status.
Manage incoming orders, requests, and tasks in Zendesk and Salesforce.
Generate and provide customer quotes through Salesforce.
Follow up on sales leads and customer requests received through Zendesk.
Refer end users to dealers as appropriate and follow up throughout the sales cycle.
Assist customers with product transitions, software activation resets, and license key issues.
Process Great Plains return-to-stock and credit/rebill transactions.
Identify customer issues, recommend solutions, and escalate when necessary.
Partner with field sales representatives and Product Management on orders, quotes, and resolving customer issues.
Maintain current knowledge of company policies, procedures, and processes.
Perform other duties as assigned by management.