Inside Account Specialist

Staples; Orlando (FL); On-site; USD 45,000 - 65,000; Full time

Job summary

Staples in Greater Orlando seeks an Inside Account Specialist to manage a portfolio of business customers, handle inbound and outbound calls, prepare quotes, process orders, and coordinate with internal teams to ensure timely delivery and service.

You will monitor account activity, identify upselling opportunities, and use CRM data to drive customer retention and revenue growth, while maintaining accurate records and collaborating with sales, finance, and support for a seamless experience.

Qualifications

• Strong customer service and account management skills to build relationships and manage a portfolio of business clients.
• Solid analytical skills to interpret account data, identify trends, and support business decisions.
• Effective verbal and written communication to engage with customers and internal stakeholders.
• Basic understanding of finance concepts to support pricing, quoting, and account review activities.
• Proficiency with CRM systems and Microsoft Office tools (Excel, Word, Outlook).
• Experience in inside sales, account management, or B2B customer service is preferred.
• High school diploma or equivalent required; associate or bachelor’s degree in business or related field is a plus.

Responsibilities

• Handle inbound and outbound calls and respond to customer inquiries.
• Prepare quotes, process orders, and coordinate with internal teams for timely delivery and service.
• Monitor account activity and identify upsell and cross-sell opportunities.
• Use data and insights to drive customer retention and revenue growth.
• Maintain accurate records in CRM and collaborate with sales, finance, and customer support to deliver a seamless experience.

Skills

Customer Service

Account Management

Relationship Building

Communication

Sales Support

B2B Sales

Education

High School Diploma or equivalent

Associate's degree

Bachelor’s degree in business or related field

Tools

CRM systems

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Company Description

Staples is a long-standing leader in end-to-end workplace solutions for consumers and businesses across a wide range of industries. The company offers a comprehensive portfolio of products and services, including office supplies, print and marketing, shipping, technology, furniture, janitorial items, and breakroom essentials. These solutions are supported by a robust supply chain and a dedicated team focused on making the workday easier and more efficient for customers. Headquartered near Boston, Massachusetts, Staples serves North America through direct B2B sales, e-commerce, and over 900 retail stores. Candidates can learn more by visiting Staples stores, using the Staples app, or exploring Staples.com and StaplesBusiness.com.

Role Description

The Inside Account Specialist is a full-time, on-site role based in Greater Orlando, responsible for managing and growing a portfolio of business customers. This role focuses on building strong relationships with clients, understanding their workplace needs, and recommending Staples products and solutions that support their operations. Day-to-day responsibilities include handling inbound and outbound calls, responding to customer inquiries, preparing quotes, processing orders, and coordinating with internal teams to ensure timely delivery and service. The Inside Account Specialist will monitor account activity, identify opportunities for upselling and cross-selling, and use data and insights to drive customer retention and revenue growth. This position also involves maintaining accurate records in CRM systems and collaborating with sales, finance, and customer support to provide a seamless customer experience.

Qualifications

• Strong Customer Service and Account Management skills to build relationships, resolve issues, and manage a portfolio of business clients.


• Solid Analytical Skills to interpret account data, identify trends, and support business decisions and sales strategies.


• Effective Communication skills, both verbal and written, to engage with customers and collaborate with internal stakeholders.


• Basic understanding of Finance concepts to support pricing, quoting, and account review activities.


• Proficiency with CRM systems and Microsoft Office (Excel, Word, Outlook) or similar tools.


• Proven ability to work in a fast-paced, target-driven environment and manage multiple priorities.


• Experience in inside sales, account management, or B2B customer service is preferred.


• High school diploma or equivalent required; associate or bachelor’s degree in business or related field is a plus.