Account Services Representative

Posted 10 Days Ago
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Folsom, CA
Hybrid
50K-58K Annually
1-3 Years Experience
Internet of Things • Software • Database
The Role
The Account Services Representative supports the Sales Team by providing excellent customer service, responding to inquiries, gathering customer information, and facilitating the sales process through quotes and invoicing. They maintain CRM data integrity and assist with scheduling and follow-ups, while effectively communicating with customers.
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Job Description


The Account Services Representative (ASR) supports the Sales Team in reaching their monthly and annual goals. The ASR works hand in hand with the Sales Team to support them in any administrative way that creates a positive experience for our customers. The primary responsibilities of the ASR include quickly getting customers information via the phone and email, helping them connect with the right IA resources, and facilitating the sales process by creating quotes and invoices. This is a full-time position with hybrid and on-site opportunities available.

Responsibilities

  • Providing excellent customer service in a fast paced, high volume setting
  • Promptly responding to customer requests and inquiries, ensuring a high level of customer satisfaction
  • Daily outreach to customers via phone calls and emails
  • Gathering information for customers regarding licensing and use of Ignition
  • Scheduling meetings and demos for customers, and occasionally attend meetings and making follow up calls as needed
  • Documenting all interactions between themselves and customers in CRM
  • Constructing and editing quotes
  • Quoting pipeline maintenance, ensuring expired quotes are followed up on
  • Creating spreadsheets and documenting notes and licenses and location
  • Maintaining data integrity in CRM, keeping account and contact information up to date and accurate

Requirements

  • Bachelor’s degree in a relevant field such as Business Administration or Communications is a plus
  • 1-2 years experience in a sales or customer service role
  • Experience with a sales CRM software i.e. Salesforce, Hubspot, Freshsales, etc.
  • Strong Excel skills are preferred
  • Excellent communication skills via the phone, email and face to face
  • Demonstrated proficiency in MS Word/Excel and email platforms i.e. Gmail
  • Self-starter and able to maintain strong self-motivation
  • Highly organized and strong attention to detail
  • Able to multi-task and juggle projects for multiple team members, while staying focused and completing goals by their deadlines
  • Positive outlook with strong professional etiquette

About Us


Who are we?

Champions for industrial automation innovation and driven by a mission statement to empower our customers to swiftly turn great ideas into reality by removing all technological and economic obstacles, we create and deliver solutions that relieve pain points, bring efficiency to operations and optimize integration.


Why Choose Inductive Automation?

Our passion goes beyond customers. We celebrate your personal and professional milestones, and we support our teams with meaningful work in a collaborative environment.

 

We find that great work-life balance inspires teams to do their best work and empowers people to live their best lives. That's why diversity, fun, and flexibility are ingrained into our work culture.

 

Good people can make a difference from anywhere, so Inductive Automation facilitates remote work flexibility from most locations in the U.S. We’ll provide you with the exciting work and high-quality computer equipment, and leave the "where" part up to you.

 

We honor 40-hour work weeks mindful of your local time. Plus, we keep you connected and engaged with virtual social events and professional development time baked into the schedule.


Benefits and Perks


100% Covered Health Care: Don’t pay a dime for your medical, dental, and vision insurance.

Remote Flexibility: Work from home, in our beautiful office, or a combination of both. It’s up to you.

Work/Life Balance: Create a work schedule that fits your needs and your local time zone.

Paid Time Off: Receive paid holidays, vacation, and sick time.

401k with Match: Save for the future with our company-matching 401k program.

World-Class Headquarters: While on-site, enjoy complimentary snacks and beverages, then challenge a friend to a game of pool, table tennis, shuffleboard, or foosball.

The Company
HQ: Folsom, CA
240 Employees
On-site Workplace
Year Founded: 2003

What We Do

Inductive Automation creates industrial software that empowers organizations to swiftly turn great ideas into reality by removing all technological and economic obstacles. By cross-pollinating IT with SCADA technologies, Inductive Automation created Ignition software, the first and only universal industrial application platform. With Ignition, industrial organizations are able to create virtually any kind of industrial application – SCADA, IIoT, MES, and beyond – all on one platform. 57% of Fortune 100 companies depend on Ignition, with its outstanding software platform and top-notch support.

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