Account Specialist - Sales Ops & Quotations

MacLean Power Systems; Manteca (CA); On-site; USD 31,684 - 42,705; Full time

Job summary

MacLean Power Systems is seeking an Account Specialist - onsite in Stockton, CA to support regional sales execution and opportunity management. You will qualify opportunities, coordinate quotes, and maintain Salesforce records to ensure accurate pipeline progression and successful conversions.

Collaboration with pricing, product management, and operations is essential to drive revenue growth. The role emphasizes detailed data handling, timely follow-ups, and adherence to pricing policies, with

Qualifications

• Operates independently within established commercial processes and guidelines.
• 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.

Job description

MacLean Power Systems is seeking an Account Specialist - onsite in Stockton, CA to support regional sales execution and opportunity management. You will qualify opportunities, coordinate quotes, and maintain Salesforce records to ensure accurate pipeline progression and successful conversions.

Collaboration with pricing, product management, and operations is essential to drive revenue growth. The role emphasizes detailed data handling, timely follow-ups, and adherence to pricing policies, with