Sales & Customer Success Specialist

Organized Living; Cincinnati (OH); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Medical, dental, and vision insurance

401(k) with company match

Paid time off and holidays

Career growth opportunities

Job summary

Organized Living seeks a Sales and Customer Success Specialist to grow a dealer portfolio through proactive engagement, product demonstrations, and strategic account planning. You will work with outside sales, drive bid opportunities, and help customers maximize value from Organized Living’s products and software platform.

The role emphasizes building strong relationships with dealers, builders, and industry partners, expanding ITB opportunities, and ensuring long-term customer success across

Qualifications

• Bachelor’s degree preferred in Business, Marketing, or a related field.
• Five+ years of experience in Account Management, Inside Sales, Customer Success, or B2B sales.
• Proven ability to grow existing accounts through relationships, upselling, and cross-selling.
• Proven prospecting skills and ability to manage sales opportunities and meet goals.
• Strong communication, presentation, negotiation, and relationship-building skills.
• Experience with CRM systems and Microsoft Office.
• Highly organized with strong time management and follow-up.
• Experience supporting builders, dealers, residential construction, or home improvement is a plus.

Responsibilities

• Manage and grow an assigned portfolio of dealer accounts, achieving sales, retention, and growth objectives.
• Proactively generate sales through outbound engagement, account reviews, business development, and strategic planning.
• Qualify and follow up on leads and opportunities, partnering with dealers to maximize engagement.
• Build relationships with dealers, builders, contractors, architects, and other industry partners to increase growth.
• Develop MultiFamily opportunities by identifying projects and securing ITB placements.
• Identify opportunities to upsell and cross-sell across product lines and software platform.
• Collaborate with Territory Managers, Sales Leadership, Marketing, and Operations to execute growth strategies.
• Conduct product demonstrations, virtual sales presentations, and customer trainings to drive adoption.
• Coordinate onboarding and ongoing education to maximize long-term customer success.

Skills

Account management

Inside sales

Customer success

B2B sales

CRM proficiency

Ms Office

Time management

Education

Bachelor’s degree in Business or Marketing

Tools

CRM software

Job description

About Organized Living

Join the legacy of Organized Living, an innovator in home organization for over 100 years. Trusted by industry professionals, we manufacture exceptional products, cutting-edge workflow automation software, and unparalleled support to our network of customers nationwide. As a privately held company, our commitment to excellence is driven by our dedicated team as we continue to evolve and adapt to meet the needs of modern life. At Organized Living, we’re not just selling storage solutions—we’re helping shape how people live and work in their spaces.

If you are looking to join a company with a strong strategic advantage that is disrupting an industry where commoditization has become the norm, this is your opportunity to make your mark. Our passion for innovation, technology, quality, and customer experience has led to the development of industry-leading products, programs, and software solutions that continue to drive market growth.

Due to our continued growth, we are seeking a motivated and results-driven Sales and Customer Success Specialist to join our Sales team. This role is responsible for growing an assigned portfolio of dealer accounts by increasing sales, driving Bid360 adoption, and strengthening customer relationships. The ideal candidate is a proactive sales professional who thrives on building partnerships, uncovering new opportunities, and achieving measurable growth.

Job Summary

The Sales and Customer Success Specialist serves as the primary business partner for an assigned portfolio of dealer accounts, driving revenue growth, customer retention, product and software adoption. Working closely with the outside sales team, this role actively pursues new sales opportunities, follows up on company-generated leads, expands existing business through cross-selling and upselling, and ensures customers maximize the value of Organized Living’s products, programs, and software platform.

Key Responsibilities

In this role you will:

• Manage and grow an assigned portfolio of dealer accounts, achieving sales, retention, and growth objectives.
• Proactively generate sales through outbound customer engagement, account reviews, business development, and strategic account planning.
• Qualify, distribute, and aggressively follow up on company-generated leads and project opportunities, partnering with dealers to maximize engagement and convert opportunities into closed business.
• Build and strengthen relationships with dealers, builders, contractors, architects, general contractors, and other industry partners to increase dealer growth, product specifications, and Organized Living sales.
• Develop MultiFamily business opportunities by identifying projects, cultivating relationships with general contractors, and securing placement on invitation-to-bid (ITB) lists.
• Identify opportunities to upsell, cross-sell, and expand customer participation across Organized Living’s product lines, programs, and software platform.
• Partner with Territory Managers, Agency Representatives, Sales Leadership, Marketing, and Operations to execute growth strategies, support major opportunities, and expand market share.
• Conduct product demonstrations, virtual sales presentations, customer training, and business reviews to drive product awareness, engagement, and adoption.
• Coordinate customer onboarding and ongoing education to maximize long-term customer success and software utilization.
• Monitor dealer lead performance, provide coaching, and ensure compliance with Organized Living’s expectations for continued lead eligibility.
• Manage lead activity, sales pipelines, forecasts, project status, and customer communications within CRM and software platform, ensuring accurate reporting and timely follow-up.
• Gather customer feedback, market intelligence, and competitive insights to support business planning, product development, and continuous improvement.
• Resolve customer issues efficiently while maintaining a strong focus on customer satisfaction, dealer performance, and revenue growth.

Qualifications

• Bachelor’s degree in Business, Marketing, or a related field preferred.
• Five or more years of successful experience in Account Management, Inside Sales, Customer Success, or Business-to-Business sales.
• Demonstrated success growing existing accounts through relationship management, upselling, and cross-selling.
• Proven ability to prospect, manage sales opportunities, and consistently meet or exceed sales goals.
• Strong communication, presentation, negotiation, and relationship-building skills.
• Experience working with CRM systems and Microsoft Office.
• Highly organized with excellent time management and follow-up skills.
• Self‑motivated with a competitive, results‑oriented mindset and the ability to work independently.
• Experience supporting builders, dealers, residential construction, building products, or home improvement industries is a plus.

Why Join Organized Living?

• Competitive salary
• Medical, dental, and vision insurance
• Short-term disability coverage
• 401(k) with company match
• Paid time off and company holidays
• Career growth opportunities within a growing and profitable organization

Equal Opportunity Employer – Minorities/Females/Veterans/Individuals with Disabilities. Drug-Free Workplace