Account Sales & Quotation Specialist

MacLean Power, LLC; Stockton (CA); On-site; USD 36,000 - 40,000; Full time

Job summary

MacLean Power Systems (MPS) is seeking an Account Specialist to support the Regional Support Team and drive sales opportunities from qualification through quotation. You will liaise with Strategic Account Directors, Pricing, Product Management, Engineering, and Operations to ensure accurate and timely opportunity progression.

The role emphasizes maintaining pipeline integrity, documenting customer requirements, and supporting commercial initiatives that increase revenue and customer engagement.

Qualifications

• Operates independently within established commercial processes and guidelines while collaborating with management on complex customer, pricing, technical, and strategic issues.
• Exercises judgment in managing day-to-day commercial activities and escalates complex pricing, contractual, technical, or operational issues as appropriate.
• Possesses working knowledge of sales processes, CRM systems, quotation management, commercial operations, and customer relationship management.

Responsibilities

• Support Strategic Account Directors in managing and advancing sales opportunities throughout the customer buying journey.
• Review, qualify, and process customer RFQs while coordinating with Pricing, Product Management, Engineering, and Operations as needed.
• Prepare and manage quotations, ensuring accuracy, completeness, and adherence to company pricing and commercial policies.
• Maintain opportunity records within Salesforce, ensuring data integrity, accurate stage progression, close dates, product information, and activity documentation.
• Conduct opportunity qualification and discovery to identify customer requirements, applications, specifications, timelines, decision criteria, and potential barriers to success.
• Monitor pipeline health and proactively identify stalled opportunities, aging quotes, missing information, and opportunities requiring follow-up.
• Collaborate with sales teams to develop action plans that advance opportunities and improve conversion rates.
• Execute and support commercialization campaigns, product launches, and strategic sales initiatives by coordinating customer engagement activities, documenting outcomes, tracking campaign effectiveness, and maintaining campaign data within Salesforce.
• Capture and communicate customer insights, competitive intelligence, market trends, and business opportunities to appropriate internal stakeholders.
• Coordinate internal resources to resolve customer inquiries, quotation issues, lead time concerns, specification questions, and commercial challenges.
• Assist with order conversion activities by supporting the transition from quotation to purchase order and ensuring accurate opportunity closure.
• Maintain detailed records of customer interactions, quotations, opportunities, tasks, and commercial activities within company systems.
• Serve as a liaison between customers, sales teams, customer service, operations, pricing, marketing, and product management to facilitate effective communication and execution.
• Adhere to all Safety, Environmental, Quality, and company policies and procedures.

Skills

Sales process

Opportunity qualification

Pipeline management

Communication

Cross-functional collaboration

Tools

Salesforce CRM

Job description

MacLean Power Systems (MPS) is seeking an Account Specialist to support the Regional Support Team and drive sales opportunities from qualification through quotation. You will liaise with Strategic Account Directors, Pricing, Product Management, Engineering, and Operations to ensure accurate and timely opportunity progression.

The role emphasizes maintaining pipeline integrity, documenting customer requirements, and supporting commercial initiatives that increase revenue and customer engagement.