Position Title: Account Specialist
FLSA Status: Non-Exempt
Reports to: Account Specialist Manager
Position Overview
The Account Specialist processes client information, creates proposal documents and performs a range of sales support and office management duties for a regional office while supporting business development activities.
Duties and Responsibilities
- Performs workflow of all sales support activities, research of client property facts in support of client needs assessment, preparation of proposal, time estimation on the contract, and other statistics in support of the sales team
- Initiates and tracks the processing of requests for proposals to completion
- Set up and maintain client information in CRM technology
- Interact with the client to obtain information required to prepare a proposal
- Manage the proposal delivery process to clients
- Triage client requests or complaints
- Coordinate tradeshow, meetings, and industry events (registration, attendance, supplies, post-event follow up) in support of business development activities
- Partner with internal customers to manage client relationships
- Communicate effectively with all contacts regarding proposals and studies
- Answer phones and other office management duties
