Account Specialist: Sales & Customer Success Support

Caterpillar; Kennett Square (Chester County); On-site; USD 89,000 - 134,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

401(k) savings plan

Health Savings Account (HSA)

Flexible Spending Accounts (FSAs)

Career Development

Incentive bonus

Parental leave

Job summary

Caterpillar’s Account Specialist in Kennett Square, PA provides essential administrative and customer support to the sales team, manages customer records and orders, and helps optimize the customer experience throughout the lifecycle. The role emphasizes coordination across internal teams to ensure needs are met and inquiries are resolved efficiently.

The position requires strong communication, relationship building, and problem-solving skills, with travel up to 10% and on-site work five days a

Qualifications

• Experience in customer service, retail sales, or account management.
• Strong relationship management, communication, negotiation, and customer service skills.
• Demonstrated ability to apply and develop customer-focused solutions.

Responsibilities

• Maintain and track sales leads, contracts, amendments, renewals, and customer records throughout the customer lifecycle.
• Monitor and report on sales activities, customer accounts, and renewal status, providing updates to internal stakeholders as needed.
• Track customer orders and support the contract-to-implementation process.
• Serve as a primary point of contact for customer inquiries related to products, services, contracts, and orders.
• Support order-to-delivery activities while ensuring compliance with customer, dealer, and business requirements.
• Maintain account databases, documentation, schedules, and sales-related records.
• Prepare reports and assist with process improvements that enhance customer support and operational efficiency.
• Conduct research on prospective and existing customers to identify growth opportunities and support account planning activities.
• Assist with maintaining sales pipelines and tracking account activity.
• Develop, update, and manage sales support materials, presentations, proposals, and customer-facing collateral.
• Coordinate logistics and preparation for customer meetings, presentations, demonstrations, and sales events.
• Support sales and account management teams with customer communications, follow-up activities, and relationship management efforts.

Skills

Customer service

Account management

Relationship management

Communication

Negotiation

Education

Bachelor’s degree in business/marketing

Job description

Caterpillar’s Account Specialist in Kennett Square, PA provides essential administrative and customer support to the sales team, manages customer records and orders, and helps optimize the customer experience throughout the lifecycle. The role emphasizes coordination across internal teams to ensure needs are met and inquiries are resolved efficiently.

The position requires strong communication, relationship building, and problem-solving skills, with travel up to 10% and on-site work five days a