Account Services Specialist

Clarus; Fort Worth (TX); On-site; USD 55,000 - 70,000; Full time

Job summary

Clarus is seeking an Account Services Specialist to strengthen relationships with clients and sales reps across key territories in Fort Worth, TX. You will ensure timely delivery of products and services and serve as the liaison among clients and internal teams.

The role focuses on organizing leads, mastering Clarus offerings, and delivering exceptional customer service to drive sales opportunities. Ideal candidates have 3–5 years in related roles and CRM experience, with a collaborative,

Qualifications

• 3–5 years in account management or territory management.
• Strong verbal and written communication; active listening and problem solving.
• Collaborative, cross‑departmental mindset.
• Thrives in a fast-paced environment with multiple deadlines.
• Experience with CRM software (Salesforce, HubSpot); NetSuite a plus.
• Project coordination or management experience desirable.

Responsibilities

• Cultivate customer relationships and execute engagement strategies to grow sales.
• Manage the Quote and Sales Order lifecycle from entry to claims.
• Handle inquiries by phone and email; initiate proactive outbound outreach.
• Support sales pipeline management with the team to hit targets.
• Develop product mastery and become a SME for Clarus offerings.
• Collaborate with Sales to nurture existing clients and pursue new opportunities.
• Identify cross-selling and upselling opportunities to maximize value.

Skills

Account management

Territory management

Communication skills

Cross-functional collaboration

CRM software

Education

Bachelor's degree preferred

Tools

Salesforce

HubSpot

NetSuite

Job description

The Account Services Specialist assumes a pivotal role in delivering exemplary sales support and customer service within key sales territories. Tasked with fostering enduring relationships with Clients and Sales Representatives, this role serves as the conduit between clients and various internal teams to ensure the seamless and timely delivery of products and services. With a focus on organizing leads, mastering product intricacies, and delivering superior customer service, this position is integral to our sales network's success.

DUTIES & RESPONSIBILITIES:

• Primary responsibility lies in cultivating customer relationships and executing engagement strategies to expand sales opportunities and market reach.
• Oversee the entire lifecycle of the Quote and Sales Order process, from Order Entry to Claims
• Field customer inquiries via phone and email, and initiate proactive outbound communications and follow-up
• Actively involved in sales pipeline management with the sales team to increase sales targets
• Attain mastery in all aspects of Clarus products, services, and branding, becoming a Subject Matter Expert.
• Collaborate closely with the Sales team to nurture existing client relationships and capitalize on new business prospects.
• Identify and exploit cross-selling and upselling opportunities to maximize client value.

QUALIFICATIONS:

• Possess 3-5 years of experience in a similar role, Account Management, Territory Management or Project Coordinator.
• Demonstrate exceptional verbal and written communication, actively listening and problem solving skills.
• Display a collaborative mindset, adept at working across departments to devise client-centric solutions.
• Ability to thrive in a fast-paced, busy environment with distractions and manage multiple project deadlines.
• Ability to effectively manage multiple projects and Sales Representatives in designated territories, while maintaining acute attention to detail and adherence to deadlines and making Clarus easy to do business with.
• Demonstrate leadership capabilities coupled with an entrepreneurial outlook.
• Prior experience with CRM software (e.g., Salesforce, HubSpot, etc.).
• Previous involvement in project management is highly desirable, but not required.
• NetSuite experience is a plus.
• Bachelor's Degree preferred; however, relevant experience will be considered in lieu of a degree.