Rndautomation
Franklin Forge | iAutomation
9 Forge Parkway
Franklin Town, MA 02038, USA
The Lead Customer Account Specialist has supervision of 3‑5 Customer Account Specialists, builds relationships with our customers and collaborates with internal teams to solve challenging customer needs. You will utilize our processes and technology to manage shipments and communicate updates to the customer and our internal teams. You will be partnered with our sales professionals to manage the customer’s account from order entry through shipment, proactively addressing changes to meet on‑time delivery and quality customer metrics.
Responsibilities
Supervise 3‑5 Customer Account Specialists
Data Entry into the ERP System
Command of general order entry skills
Fills orders by transferring orders to fulfillment; communicating expected delivery dates; communicating tracking and follow up information regarding customer orders
Generating, reviewing and analyzing reports related to customer and sales activity
Quoting products and services
Generate and recommend additional products for customer by identifying customer needs/application
Generate and recommend additional products due to command of product knowledge
Product selection
Quote follow up including answering customer questions on pricing, product and lead time
Independent margin adjustments within designated approval matrix
Meet company sales goals
Recognize and resolve customer needs including selecting and explaining the best solution for the customer and expediting corrections or adjustments
Proactive customer service
Work with other departments to exceed customer expectations
Build and maintain sustainable customer and internal department relationships
Recognizing and documenting Sales Leads
Route qualified opportunities to the appropriate sales executives and teams for further development and closure.
Maintain (and expand) database of prospects
Technical understanding of products offered
Ability to supervise fellow employees as an active supervisor
Delegating tasks
Monitoring team performance and daily activities with staff
Assist team by performing tasks with them
Travel as needed to other facilities
Resource for departmental training and development
Handling both customer and staff complaints
Help to hire new staff and onboarding
Reporting to senior management and personnel when required
Assisting with development and implementation of policies (and explaining these to team).
Escalate issues to Manager
Requirements Requires a high school diploma, 4‑year degree preferred but not required with adequate experience, and a minimum of 4 years of experience in a sales‑related environment (e.g.: customer service, outside/inside sales, technical sales, purchasing, etc.)
Industrial experience required
Distribution experience preferred
Ability to work in a high volume, fast paced business
Salary Range : $76,500 – $93,500 annually. This range reflects the expected base pay for this position in Massachusetts and is based on internal equity. Actual compensation may vary based on experience, qualifications, and performance.
Principals ONLY – No Third‑Party Recruiters
iAutomation Supports Equal Opportunity Employment & Diversity.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
#J-18808-Ljbffr
The Lead Customer Account Specialist has supervision of 3‑5 Customer Account Specialists, builds relationships with our customers and collaborates with internal teams to solve challenging customer needs. You will utilize our processes and technology to manage shipments and communicate updates to the customer and our internal teams. You will be partnered with our sales professionals to manage the customer’s account from order entry through shipment, proactively addressing changes to meet on‑time delivery and quality customer metrics.
Responsibilities
Supervise 3‑5 Customer Account Specialists
Data Entry into the ERP System
Command of general order entry skills
Fills orders by transferring orders to fulfillment; communicating expected delivery dates; communicating tracking and follow up information regarding customer orders
Generating, reviewing and analyzing reports related to customer and sales activity
Quoting products and services
Generate and recommend additional products for customer by identifying customer needs/application
Generate and recommend additional products due to command of product knowledge
Product selection
Quote follow up including answering customer questions on pricing, product and lead time
Independent margin adjustments within designated approval matrix
Meet company sales goals
Recognize and resolve customer needs including selecting and explaining the best solution for the customer and expediting corrections or adjustments
Proactive customer service
Work with other departments to exceed customer expectations
Build and maintain sustainable customer and internal department relationships
Recognizing and documenting Sales Leads
Route qualified opportunities to the appropriate sales executives and teams for further development and closure.
Maintain (and expand) database of prospects
Technical understanding of products offered
Ability to supervise fellow employees as an active supervisor
Delegating tasks
Monitoring team performance and daily activities with staff
Assist team by performing tasks with them
Travel as needed to other facilities
Resource for departmental training and development
Handling both customer and staff complaints
Help to hire new staff and onboarding
Reporting to senior management and personnel when required
Assisting with development and implementation of policies (and explaining these to team).
Escalate issues to Manager
Requirements Requires a high school diploma, 4‑year degree preferred but not required with adequate experience, and a minimum of 4 years of experience in a sales‑related environment (e.g.: customer service, outside/inside sales, technical sales, purchasing, etc.)
Industrial experience required
Distribution experience preferred
Ability to work in a high volume, fast paced business
Salary Range : $76,500 – $93,500 annually. This range reflects the expected base pay for this position in Massachusetts and is based on internal equity. Actual compensation may vary based on experience, qualifications, and performance.
Principals ONLY – No Third‑Party Recruiters
iAutomation Supports Equal Opportunity Employment & Diversity.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
#J-18808-Ljbffr