Account Specialist

MacLean Power Systems; Stockton (CA); On-site; USD 31,000 - 44,000; Full time

Job summary

MacLean Power Systems is seeking an Account Specialist to support the Regional Support Team by managing sales opportunities, coordinating quotes, and maintaining pipeline integrity. You will work with Strategic Account Directors, pricing, product management, and operations to drive revenue and customer engagement.

You will qualify opportunities, document customer needs, and ensure accurate quotes and records in Salesforce while coordinating cross-functionally to resolve issues and advance the

Qualifications

• 2+ years in inside sales, sales ops, or related roles.
• Experience supporting industrial or B2B sales environments preferred.

Responsibilities

• Support Strategic Account Directors in managing sales opportunities from qualification to close.
• Review and process RFQs, coordinating with Pricing, Product, Engineering, and Operations.
• Prepare and manage quotations in line with pricing and policy.
• Maintain Salesforce records with accurate stage, close dates, product data and activities.
• Qualify customer needs, applications, specs, timelines, and decision criteria.
• Monitor pipeline health, identify stalled opportunities and missing data.
• Collaborate with sales to develop action plans that boost conversions.
• Coordinate campaigns, track outcomes, and maintain campaign data in Salesforce.
• Capture customer insights, market trends, and competitive intelligence for stakeholders.
• Assist with transition from quotation to purchase order and prevent delays.

Skills

Opportunity Qualification

Pipeline Management

Sales Process

Salesforce CRM Proficiency

Quotation & Commercial Process

Customer Discovery

Cross-Functional Collaboration

Analytical & Problem-Solving

Business Communication

Time Management & Prioritization

Attention to Detail

Commercial Acumen

Data Integrity & Process Discipline

Knowledge of industrial/utility sales

Tools

Salesforce CRM

CRM Systems

Job description

Job Summary

The Account Specialist serves as a critical member of the Regional Support Team (RST), supporting sales execution, pipeline management, opportunity qualification, and quotation activities. The Account Specialist works closely with Strategic Account Directors, Customer Service Representatives, Product Management, Pricing, and Operations to ensure opportunities progress efficiently through the sales process.

This role is responsible for maintaining pipeline integrity, coordinating quote development, qualifying customer opportunities, documenting customer needs and market insights, and supporting commercial initiatives that drive revenue growth and customer engagement.

Job Duties

• 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.
• Perform other duties as assigned.

Experience and Education

• 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.
• at least 2 years of experience in inside sales, sales operations, customer service, commercial support, account management, or a related business function.
• Experience supporting industrial, utility, manufacturing, distribution, or business-to-business sales environments preferred.

Competencies/ Skills

• Opportunity Qualification
• Pipeline Management
• Sales Process
• Salesforce CRM Proficiency
• Quotation & Commercial Process Knowledge
• Customer Discovery Skills
• Cross-Functional Collaboration
• Analytical & Problem-Solving Skills
• Business Communication Skills
• Time Management & Prioritization
• Attention to Detail
• Commercial Acumen
• Data Integrity & Process Discipline

Preferred:

• Knowledge or experience with medium/high voltage overhead switches

Target Hourly Rate of Pay is $27.00, with a potential quarterly bonus based on company performance.