Customer Relationship Specialist

Cold Jet; Loveland (OH); On-site; USD 65,000 - 105,000; Full time

Job summary

Cold Jet seeks a Customer Relationship Specialist to drive growth and ensure data integrity in HubSpot CRM. You will prospect, support Regional Sales Managers, and maintain a high-quality CRM ecosystem, blending inside sales with diligent data hygiene and customer experience.

This role reports to the HubSpot Platform Manager and requires in-office work in Loveland, OH. The ideal candidate has 5+ years in inside sales or sales operations, strong CRM skills, and a proactive mindset to improve

Qualifications

• Bachelor's degree or equivalent professional experience.
• 5+ years of inside sales, direct/indirect sales, or sales operations experience.
• In-office attendance required daily at the Loveland, OH facility.

Responsibilities

• Prospect and generate leads using sales reports, Power BI, and CRM tools.
• Support Regional Sales Managers and coordinate handoffs to sales reps.
• Build and maintain a robust HubSpot CRM ecosystem with data hygiene.
• Engage customers via social selling and drive high-value opportunities.
• Provide regular activity and pipeline reports to leadership.
• Collaborate with teams to improve sales and marketing strategies.

Skills

Technical Savvy

CRM & Software Proficiency

Sales & Negotiation

Organization & Execution

Education

Bachelor's degree or equivalent

Tools

HubSpot CRM

Power BI

Microsoft Excel

Job description

Position Summary

The Customer Relationship Specialist plays a critical role in driving business growth and ensuring sales data integrity at Cold Jet. Reporting to the HubSpot Platform Manager, this highly motivated self-starter is responsible for prospecting and lead generation, supporting Regional Sales Managers, and maintaining an organized, high-quality HubSpot CRM ecosystem. The ideal candidate blends an inside sales proactive mindset with a keen eye for database hygiene and customer experience.

Key Responsibilities

Prospecting & Business Development

• Identify replicable sales opportunities at sister locations using the monthly sales report/ Power BI/CRM software.
• Participate in quarterly meetings, headquarter product demos, and training with the Director of Dry Ice Applications.
• Build a strong social selling presence on different social media platforms by expanding connections and increasing engagement with industry content.
• Leverage modern sales technologies and social selling platforms to build connections, engage industry audiences, and generate new business leads.
• Continuously gather technical knowledge regarding customer applications and Cold Jet products/services.
• Proactively suggest improvements to sales and marketing strategies to boost lead generation and team productivity.

Inside Sales & Sales Support

• Partner with the Sales Managers to grow their territories and meet or exceed budgeted sales in their territories.
• Track and follow up on incoming leads, ensuring seamless handoffs to regional sales representatives.
• Conduct outbound outreach to prospective and existing customers using Cold Jet CRM software to qualify leads and identify machine sales opportunities.
• Perform "plant spotting" and outreach to identify and engage key champions at prospective customer accounts.
• Generate and present regular activity, pipeline, and effort reports to the Regional Sales Director and broader sales leadership.

Database & Lead Management

• Maintain HubSpot database integrity by enforcing strict formatting rules, record associations, and data completeness for U.S. and Canadian leads.
• Audit and manage new contact records generated via connected inboxes and service queues.
• Monitor central Marketing and Info inboxes, ensuring prompt responses or appropriate routing.
• Evaluate incoming inquiries outside Marketing Qualified Leads (MQLs) and route customer service requests via Cold Jet CONNECT.
• Utilize the Cold Jet CRM platform to build account maps and establish target buying groups, driving high-value opportunities at key target accounts.

Customer Experience & Retention

• Serve as an internal champion for customer satisfaction by communicating customer feedback and needs to cross-functional teams.
• Monitor industry trends, competitor practices, and customer satisfaction metrics to help shape sales retention strategies.
• Maintain clear communication to set and manage customer expectations, maximizing long-term relationship value.
• Drive installed base growth by proactively tracking account assets, engaging key stakeholders, and surfacing revenue-generating upsell opportunities.

Position Requirements

Education & Experience

• Education:Bachelor's degree (preferably in Business, Sales, or Marketing) or equivalent professional experience.
• Experience:5+ years of experience in inside sales, direct/indirect sales, or sales operations preferably within the capital equipment industry.
• Work Location:In-office attendance required daily at the Loveland, OH facility.

Skill Competencies

• Technical Savvy:Ability to understand and discuss complex, technical capital equipment products at a functional level.
• CRM & Software Proficiency:Hands‑on experience with CRM systems (HubSpot preferred), Microsoft Office (Excel, Word, PowerPoint), and business intelligence tools (Power BI).
• Sales & Negotiation:Proven understanding of lead qualification, social selling, inside sales techniques, and value‑proposition modeling (cost‑benefit analysis).
• Organization & Execution:Exceptional planning, project execution, and multi‑tasking abilities.

Behavioral Traits

Self-Driven & Assertive:Persistent in pursuing sales opportunities and achieving self‑imposed and team goals.

Strong Communicator:Skilled at relating to and collaborating with diverse internal and external stakeholders.

Problem Solver:Innovative and resourceful when facing challenges or optimizing operational workflows.