Account Representative - Forberg Smith

Forberg Smith; Michigan; On-site; USD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a motivated Account Representative to join their Business Development team. This role offers the chance to engage with customers, assess their needs, and provide tailored product solutions. You'll be empowered to build lasting relationships and contribute to the company's success while enjoying a supportive employee ownership culture. With opportunities for growth and mentorship, this position is perfect for those looking to start their career in sales and customer service within a dynamic environment.

Qualifications

• Entry-level work experience with strong communication skills.
• Highly organized and detail-oriented, capable of multitasking.

Responsibilities

• Grow existing customer accounts through regular contact.
• Maintain accurate CRM data on accounts and opportunities.

Skills

Service Excellence

Results and Action Orientation

Accountability and Responsibility

Active Listening

Problem Solving

Teamwork and Collaboration

Priority Setting

Education

Associate’s degree

Bachelor’s degree

Tools

MS Office

Salesforce

Microsoft Dynamics

Salesloft

Job description

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About The Kendall Group

Forberg Smith, a division of The Kendall Group, seeks a talented, creative, self-motivated individual for our Account Representative position. The Kendall Group is comprised of eight divisions with 75+ locations in ten states. We serve Electrical, Automation, Pipe, Valve, Fittings, Steam, Lighting, Industrial Controls, Instrumentation, and Data Analytics. The Kendall Group is a 100% Employee-Owned company. Kendall offers a great opportunity for a rewarding career.

Why The Kendall Group?

Our employee ownership model is central to our culture. You will own part of the company and your future. At Kendall, you'll have opportunities to learn, grow, and be mentored. We pride ourselves on employee retention, with over 60% of our associates having more than 5 years of tenure. At Kendall, your ideas and voice matter, and you'll work alongside supportive colleagues committed to your success.

Role Summary:

Reporting to the Operations and Customer Service Manager, the Account Representative plays a key role on the Business Development sales team. This proactive sales role involves growing existing customer accounts through regular contact via phone and other communication methods. The role includes assessing customer needs, providing product and service information, and maintaining strong customer relationships.

Key Responsibilities:

1. Establish and strengthen relationships with sales and marketing teams.
2. Contact customers and prospects to promote products via phone, email, etc.
3. Create and track campaigns in CRM and other business software.
4. Follow up post-sale on strategic accounts.
5. Develop prospect accounts and coordinate with outside sales.
6. Engage with customers based on dashboard notifications and contact creation.
7. Train customers on online portals and websites.
8. Suggest related or alternative products to increase orders, explaining features and benefits based on purchase history.
9. Collaborate with marketing and product teams to provide relevant materials and support.
10. Maintain accurate CRM data on accounts, contacts, and opportunities.
11. Respond promptly to calls and emails from internal and external customers.
12. Stay informed on current and new product offerings.
13. Adhere to company policies and standards to ensure quality service.
14. Perform other duties as assigned.

Desired Competencies:

• Service Excellence
• Results and Action Orientation
• Accountability and Responsibility
• Active Listening and Understanding Others
• Problem Solving
• Teamwork and Collaboration
• Priority Setting

Minimum Qualifications:

• Entry-level work experience
• Associate’s degree or equivalent experience
• Proficiency with MS Office; ability to learn new software; ability to identify focus products and reach customers effectively
• Highly organized, detail-oriented, capable of multitasking and adapting in a fast-paced environment
• Strong interpersonal, organizational, and communication skills
• Physical and mental ability to perform essential functions with reasonable accommodations
• Office environment

Preferred Qualifications:

• 2+ years in sales, customer service, or related fields; experience with industrial or technical products and understanding of level, pressure, flow, temperature devices
• Bachelor’s degree
• Experience with Salesforce, Microsoft Dynamics, and Salesloft

The Kendall Group is an equal opportunity employer. All qualified applicants will receive consideration without regard to race, religion, gender, age, disability, or other protected characteristics.