Customer Success & Sales Lead

Applied Industrial Technologies; Iowa; On-site; USD 55,000 - 75,000; Full time

Job summary

Applied Industrial Technologies is seeking a Customer Sales and Service Lead to serve as the main contact for customers while guiding the customer service team. The role balances daily customer interactions with office coordination and supports sales and operations activities.

The ideal candidate is highly organized, customer-focused, and ready to mentor staff, handle escalated inquiries, and drive continuous improvement across processes and data management.

Qualifications

• High school diploma required; Associate degree preferred.
• 3+ years of customer service, sales support, or office administration experience.
• Demonstrated leadership, mentoring, or lead-worker experience preferred.
• Strong organizational and multitasking abilities.
• Excellent verbal and written communication skills.
• Proficiency with Microsoft Office, Excel and business software systems.
• Strong attention to detail and problem-solving skills.
• Ability to work independently and as part of a team.

Responsibilities

• Serve as the lead customer service representative and subject matter expert.
• Provide guidance, training, and support to customer service team members.
• Assist with onboarding and training of new employees.
• Handle escalated customer inquiries and resolve service-related issues.
• Promote a positive customer experience through timely and professional communication.
• Monitor customer service processes and recommend improvements.
• Process customer orders, inquiries, and requests accurately and efficiently.
• Prepare and follow up on quotations and order status updates.
• Coordinate communication between customers, sales, purchasing, and operations teams.
• Maintain customer records and ensure data accuracy.
• Assist customers with product availability, delivery schedules, and general account support.
• Support continuous improvement initiatives within customer service and office operations.
• Assist with developing and documenting office procedures and best practices.
• Help prioritize workflow and balance team workloads during peak periods.
• Collaborate with management to improve efficiency and customer satisfaction.

Skills

Leadership

Customer service

Organization

Communication

Multitasking

Team mentoring

Microsoft Office

Excel

Education

High school diploma

Associate degree

Tools

ERP systems

Job description

Applied Industrial Technologies is seeking a Customer Sales and Service Lead to serve as the main contact for customers while guiding the customer service team. The role balances daily customer interactions with office coordination and supports sales and operations activities.

The ideal candidate is highly organized, customer-focused, and ready to mentor staff, handle escalated inquiries, and drive continuous improvement across processes and data management.