Sales Account Specialist
Indexed description
Essential Functions
To perform this job successfully, an employee must be able to perform each essential function satisfactorily, with or without reasonable accommodation. To request a reasonable accommodation, notify Human Resources or the manager who oversees the position.
- Contributes to customer retention by strengthening relationships through account management and maintenance.
- Serves customers by responding to requests, resolving complaints, and maintaining quality service.
- Develops and enhances business partnerships by fully engaging and building trust with the customers with a focus on long-term relationships, business retention, and growth. Manage regular cadence of customer “soft touches” to keep customers engaged with Patterson Dental.
- Monitors account performance indicators to ensure buying levels maintain or grow.
- Supports Account Executive in preparing for customer business reviews by pulling accurate data, preparing customer specific reports, and producing customer practice analysis materials when requested.
- Identify and pursue opportunities to upsell or cross-sell products and services.
- Partner with Account Executive on analyzing pricing data from industry standards, previous sales trends and competitors. Assist in identifying effective marketing strategies related to pricing
- Partner with sales team to escalate sales leads, gained through customer interactions, to Account Executives and Business Development representatives.
- Responsible to support Account Executives with a variety of administrative duties including master data updates, free goods administration, returns processing, new account set ups, change of ownerships, order entry etc.
- Support educational events and webinars and drive attendance.
- Bachelor’s degree in sales, business, economics, finance or related major or equivalent experience
- Fundamental understanding of sales principles and customer service practices
- Analytical and multitasking skills
- Excellent communication skills
- Possesses basic business acumen
- Ability to operate with a strong sense of urgency and deliver results
- Self-motivated, persistent, and goal-oriented attitude and can work effectively as an individual or as part of a team
- Proficiency with the Microsoft Office suite including in-depth knowledge of Outlook, Word, and Excel with the ability to pick up new systems and software easily
- Associate degree in sales, business, economics, finance or related major
- At least 1 years of proven work experience as a sales support professional.
- Certified Professional Sales Person (CPSP) Certification
- Customer Care Professional Certification a plus
- Dental industry experience
- Skillful negotiation and presentation abilities
- Ability to sit or stand while operating office equipment, such as a computer or telephone for 6-8 hours per day
- Ability to work in an office environment either onsite or remotely
- Operating a computer or other office device up to 8 hours per day
- Position involves frequent communication with customers, inside staff, etc. and requires ability to understand and effectively exchange accurate information
- This position is in an office environment in which team members occupy desks in assigned areas or at meeting/collaboration spaces within the building. The building’s primary work areas consist of desks, chairs, computers and other office equipment and devices for professional services.
- This position may require some travel in the local area.
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