The account specialist contacts potential customers, handles the needs of existing customers, and closes sales. Their main task is to provide support for the specific region to which they are assigned, contacting customers, creating price quotes, and accepting and processing new orders. Account specialists work directly with external customers on a daily basis and provide direct support to the sales department. Their day-to-day responsibilities vary, but typical tasks include seeking out and contacting potential customers, requesting and scheduling sample product orders, coordinating customer meetings, cold calling, generating sales leads, receiving new purchase orders, and reviewing orders. Account specialists must also develop new customer contacts and sales opportunities.
Individuals in this position generally work full time during regular business hours and report to a sales manager. Some travel may be necessary to visit new and existing clients, performing pitches, conducting product demonstrations, and resolving order issues. Overtime or work outside normal business hours may be required as well, depending on the needs of the employer and clients.
A bachelor's degree and at several years' experience in a sales environment are generally the minimum requirement for this position. Excellent written and oral communication skills, organizational and multitasking skills, and extensive product knowledge are needed as well. Proficiency with basic computer programs are needed as well.
Account Specialist Tasks
Provides feedback on market to organizations for sales forecasting.
Solicits and maintains contact with current and prospect key accounts.
Resolves customer problems, recommends modifications to products/services, and coordinates sales negotiation between customers and organization.