The Role
Outbound-focused role generating new business via cold calls and proactive outreach, managing customer projects internally, updating Salesforce, coordinating with internal teams, and ensuring follow-through from kickoff through delivery.
Summary Generated by Built In
The Customer Success & Sales Representative is an outbound-focused project manager responsible for generating new business opportunities through proactive outreach, managing customer project follow-through internally, and keeping Salesforce updated with accurate, timely information. This is a hunting role — success is measured by activity, initiative, and new opportunity creation.
What We Offer You:
- Opportunity to learn from and contribute to a premier, global company
- Be part of leading-edge technology for the heat transfer industry
- Ability to impact customers across multiple industries
- Full health & welfare benefits, 401(k), PTO, and developmental opportunities!
- Hourly Rate Range: $28/hour - $32/hour
What You Will Do:
Outbound Sales & Lead Generation
- Conduct cold calls and proactive outreach to prospective customers and assigned leads
- Follow up on quotes, inquiries, and lapsed accounts to generate new opportunities
- Build relationships with new contacts and move prospects through the early stages of the sales funnel
- Identify and pursue leads using available tools and resources
Customer Advocacy & Project Management
- Serve as the internal point of contact for assigned customer projects, ensuring commitments are tracked and met from kickoff through delivery
- Escalate internal roadblocks proactively and follow up until resolved — no dropped balls
- Communicate project status, delays, or changes to customers in a timely manner
Salesforce & Administrative Support
- Perform accurate and timely Salesforce updates using information from the Project Management team
- Maintain clean contact records, activity logs, and opportunity notes
- Support the sales team with administrative tasks, data entry, and customer communication
Internal Coordination
- Partner with Project Management, Engineering, and Operations to ensure customer expectations are aligned internally
- Flag risks or gaps in project timelines before they become customer issues
- Coordinate with marketing to define and scope digital campaigns and lead generation
What You Bring:
- Experience in a customer-facing, sales support, or project management role.
- Comfortable making cold calls and initiating conversations with new prospects
- Working knowledge of Salesforce or similar CRM (preferred, not required)
- Highly organized with strong follow-through — you don't let things fall through the cracks
- Self-starter who takes initiative without being asked
- Clear written and verbal communication skills
Education
- High school diploma or equivalent required; associate degree or relevant experience a plus
Success Metrics (First 6–12 Months)
- Volume and consistency of outbound calls and outreach activity
- Accuracy and timeliness of Salesforce updates
- Number of new opportunities identified and passed to senior sales staff
- Positive feedback from customers and internal teams on follow-through
- Minimal dropped or delayed projects due to internal miscommunication
APICZ
Skills Required
- Experience in a customer-facing, sales support, or project management role.
- Comfortable making cold calls and initiating conversations with new prospects.
- Working knowledge of Salesforce or similar CRM.
- Highly organized with strong follow-through.
- Self-starter who takes initiative without being asked.
- Clear written and verbal communication skills.
- High school diploma or equivalent.
- Associate degree or relevant experience.
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The Company
What We Do
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