Senior Customer Development Representative

Advantech Co-Creating the Future of the IoT World • Milpitas, CA

8d

About The Position

Advantech’s Customer Development Team is seeking a Senior Customer Development Representative to join the Sales Support team. This senior individual contributor owns complex, high-priority accounts and prospecting campaigns from targeting and outreach through qualification and handoff to sales. The representative models best practices with CRM and prospecting tools, mentors junior representatives, and owns the team’s SOPs, outreach standards, and quality benchmarks. The role has no formal people-management responsibilities.

The position works with Regional Sales, Product Marketing, Operations, and other Customer Development teams on handoffs and escalations. It also tracks performance, shares insights with the Supervisor, and identifies process and tooling improvements.

Advantech is a provider of embedded and automation products and solutions, including system integration, hardware, software, customer-centric design services, and global logistics support. The company describes its corporate vision as “Enabling an Intelligent Planet” and works with partners on smart city and IoT solutions.

Requirements

• Bachelor’s degree preferred, or an equivalent combination of education and relevant professional experience.
• 6+ years of relevant experience in outbound prospecting, inside sales, sales development, or lead generation.
• Advanced proficiency with Salesforce CRM and sales engagement platforms.
• Demonstrated experience independently managing complex accounts and prospecting campaigns.
• Experience mentoring or coaching other representatives.
• Experience creating and maintaining SOPs, playbooks, or quality standards.
• Strong analytical and reporting skills, with advanced proficiency in Excel and PowerPoint.

Nice To Haves

• B2B experience in embedded computing, industrial automation, or IoT.

Responsibilities

• Own complex, high-priority accounts and prospecting campaigns end to end, from targeting and outreach through qualification and handoff to sales.
• Model best practices for the team using Salesforce, sales engagement, and prospecting tools.
• Coach junior representatives and support onboarding without formal reporting authority.
• Maintain Sales Support SOPs, outreach standards, and quality benchmarks, and keep SharePoint documentation current.
• Review opportunity quality and handoff notes against team standards and share feedback with representatives.
• Track personal and campaign KPIs and surface performance insights to the Supervisor.
• Liaise with Regional Sales, Product Marketing, Operations, and other CDT teams on handoffs and escalations.
• Identify process and tooling improvements and help test and roll them out.

Benefits

• Competitive salary dependent on experience (DOE).
• Medical, dental, vision, long-term disability, and life insurance.
• Employee Assistance Program (EAP).
• 401(k) with company match.
• Education and personal development reimbursement program.
• Vacation and paid holidays.
• Company events and lunches.
• Referral bonus.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior