Account Specialist

Cover Care; Westfield (IN); On-site; USD 55,000 - 85,000; Full time

Job summary

Cover Care is seeking an Account Specialist to grow a national portfolio of commercial and residential customers. This on-site role partners with sales, customer experience, marketing and operations to understand needs, propose tailored solutions and drive long-term retention.

You will identify upsell opportunities, develop plans, negotiate commercial agreements and coordinate with field teams to ensure project success and high customer satisfaction.

Qualifications

• 3+ years in technical account sales or related field.
• Experience in service/construction/home improvement preferred.
• Strong sales, negotiation and business development skills.
• Commercially minded with experience managing accounts and profitability.

Responsibilities

• Grow and drive revenue for the assigned portfolio.
• Build and maintain strong customer partnerships and negotiate agreements.
• Prepare and approve quotes and guide customers through the sales process.
• Coordinate with field technicians and operations to align project requirements.
• Maintain CRM data, generate reports and support sales teams.

Skills

Account management

Sales

Negotiation

Customer relationships

CRM proficiency

Education

Bachelor's degree or equivalent

Tools

CRM software

Microsoft Office

Sales analytics

Job description

The Account Specialist is a full-time, in-office role responsible for growing and developing long-term relationships with a portfolio of established commercial and residential customers across a national customer base. You’ll partner with sales, customer experience, marketing, dealer support and field operations to understand operational challenges, cultivate growth opportunities and position our brand as their trusted industry partner. You’ll exercise independent judgment to evaluate customer needs, prepare and approve quotes, and guide commercial and residential customers through the sales process.This is an exciting opportunity for a customer focused, results-oriented account management professional who enjoys winning business with new and established customers and delivering tailored solutions to drive long-term retention. With the support of our in-house technical specialists, marketing and customer service teams, you'll have the autonomy to make a real impact while growing our brand across all markets.ResponsibilitiesAccount Growth & Revenue: Identify upselling and cross-sell opportunities, develop and implement sales plans to drive profitability for assigned portfolio aligned with business goals, market trends and competitive insights.Customer Relationship Management: Build and maintain strong customer partnerships, negotiate commercial agreements, and address customer needs to ensure satisfaction and retention. Develop reports that monitor account performance and implement strategies to increase customer value.Customer Success & Service: Coordinate with field technicians and operations leadership to ensure alignment of project requirements and customer expectations. Provide expert guidance to customers on products, installation processes, and service requirements. Support customer business reviews and provide compelling data and reports for presentations.Sales Performance & Market Analysis: Monitor sales results, analyze performance data and market trends, and develop strategies to achieve targets. Monitor market activity, competitor offerings and customer requirements to identify opportunities for continued growth.CRM Management & Analysis: Manage and maintain the company’s CRM platform, ensuring accurate customer data, tracking interactions, and supporting sales, customer service and dealer support teams in using CRM tools effectively and optimizing CRM workflows.Industry Engagement: Represent the company at trade shows, conferences, and industry events while promoting innovative solutions that support sales success.Degree preferred or equivalent professional or relevant industry experience3+ years of related professional experience in technical account sales, customer success or sales support in a relevant industry with demonstrated success in driving business growthExperience in service, construction, home improvement, pool and spa, or related technical industries preferredStrong understanding of sales, negotiation, and business development practicesCommercially minded with experience managing customer accounts, inside sales pipelines and profitabilityProficient in CRM systems, Microsoft Office, and sales analytics toolsAbility to learn and communicate technical product information clearlySelf-motivated, organized and able to manage assigned accounts effectivelyExcellent communication, customer relationship, and interpersonal skills with the ability to influence decision-makersTeam player, collaborative across teams and focused on exceptional service deliveryWorking Conditions• Works in an office setting with a requirement to be on-site five days per weekMust be able to speak clearly and hear adequately to converse with clients and colleagues in person and over virtual meetingsAbility to work at a desk for long periods of time• Must have close visual acuity to read fine print, analyze data on a monitor, and review digital and physical documents for prolonged periods of time