Processes orders, prepares correspondence, and fulfills needs of existing customers that are at risk of cancelling services or orders.
Addresses complaints with the goal of increasing satisfaction and securing renewals or saves. Offers discounts or special deals as needed and within pre-established limits.
Job Title | Job Description | |
---|---|---|
1 | Account Representative | The Account Representative pursues relationships with potential new accounts and seeks business expansion opportunities with current clients. Develops relationships with smaller to mid-sized clients in order to increase revenue. Being an Account Representative may support higher-level account managers working with larger accounts. Has detailed knowledge of products and services being offered and ensures that products and services consistently meet client needs. In addition, Account Representative may visit client locations periodically to ensure client satisfaction and promote ongoing contract renewal. Provides sales quotations and responds to requests for proposals. Typically requires a bachelor's degree. Typically reports to a supervisor or manager. Being an Account Representative work is closely managed. Works on projects/matters of limited complexity in a support role. Working as an Account Representative typically requires 0-2 years of related experience. |
2 | Account Representative, Sr. | The Account Representative, Sr. pursues relationships with potential new accounts and seeks business expansion opportunities with current clients. Develops relationships with mid-sized clients in order to increase revenue. Being an Account Representative, Sr. may visit client locations periodically to ensure client satisfaction and promote ongoing contract renewal. Has detailed knowledge of products and services being offered and ensures that products and services consistently meet client needs. In addition, Account Representative, Sr. provides sales quotations and responds to requests for proposals. Typically requires a bachelor's degree. Typically reports to a supervisor or manager. Being an Account Representative, Sr. occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. Working as an Account Representative, Sr. typically requires 2-4 years of related experience. |
3 | Entry Sales Representative | The Entry Sales Representative works with customers to find what they want, create solutions and ensure a smooth sales process. Develops new prospects and interacts with existing customers to increase sales of an organization's products and/or services. Being an Entry Sales Representative requires an associate's degree or its equivalent. A certain degree of creativity and latitude is required. In addition, Entry Sales Representative typically reports to supervisor or manager. Being an Entry Sales Representative work is closely managed. Works on projects/matters of limited complexity in a support role. Working as an Entry Sales Representative typically requires 0-2 years of related experience. |
4 | Intermediate Sales Representative | The Intermediate Sales Representative works with customers to find what they want, create solutions and ensure a smooth sales process. Develops new prospects and interacts with existing customers to increase sales of an organization's products and/or services. Being an Intermediate Sales Representative requires an associate's degree or its equivalent. A certain degree of creativity and latitude is required. In addition, Intermediate Sales Representative typically reports to supervisor or manager. Being an Intermediate Sales Representative occasionally directed in several aspects of the work. Gains exposure to some of the complex tasks within the job function. Working as an Intermediate Sales Representative typically requires 2 -4 years of related experience. |
5 | Specialist/Lead Sales Representative | The Specialist/Lead Sales Representative works with customers to find what they want, create solutions and ensure a smooth sales process. Develops new prospects and interacts with existing customers to increase sales of an organization's products and/or services. Being a Specialist/Lead Sales Representative requires an associate's degree or its equivalent. A wide degree of creativity and latitude is expected. In addition, Specialist/Lead Sales Representative typically reports to a manager or head of a unit/department. Being a Specialist/Lead Sales Representative work is highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. Working as a Specialist/Lead Sales Representative typically requires 7+ years of related experience. |
Skills | Proficiency Level |
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Customer Focus | Level 3 |
Attention to Detail | Level 3 |
Effective Communication | Level 3 |