Sales Specialist

TestEquity LLC; Oceanside (CA); On-site; USD 48,000 - 72,000; Full time

Job summary

TestEquity LLC is seeking a Sales Specialist to provide outstanding service and support across the sales lifecycle for Small Business accounts. You will ensure responsiveness, accuracy, and proactive engagement via phone, email, or webchat while collaborating with internal teams and product groups.

The role emphasizes timely quotes, order assistance, and maintaining account accuracy in ERP/CRM systems, with a focus on growing account value and customer satisfaction.

Qualifications

• 2-3+ years of experience in customer service or sales support (industrial distribution or manufacturing preferred).
• High School Diploma or GED required; associate’s degree preferred.
• Experience providing quotes, customer support, or account management.
• Proficiency in Microsoft Office (Outlook, Word, Excel).

Responsibilities

• Serve as primary sales support contact for Small Business accounts.
• Support account growth by providing timely quotes, product information, and order assistance via phone, email, or webchat.
• Monitor open quotes, open orders, lead times, and backorders for assigned territory by verifying product availability, delivery timelines, and vendor information.
• Maintain account accuracy by updating contacts, preferences, ship-to locations and pricing information by reconciling and updating customer information in ERP and CRM systems.
• Provide escalated support for recurring issues affecting customer segments.
• Track and resolve customer issues to ensure minimal disruption to account activity.
• Deliver fast, friendly service designed to strengthen the customer relationship and improve retention.
• Directly and indirectly responsible for product quality.
• Performs other duties as assigned by management to support the business.

Skills

ERP system experience

Professional phone etiquette

Email etiquette

Attention to detail

Verbal and written communication

Multitasking

Bilingual skills

Education

High School Diploma or GED

Associate's degree

Tools

Microsoft Office

Job description

Summary/Purpose of the Position:

The Sales Specialist is responsible for providing outstanding service and support. This role supports the sales organization by ensuring a positive end-to-end customer experience throughout the sales lifecycle. This position plays a critical role in ensuring responsiveness, accuracy, and proactive engagement across multiple channels and collaborates with Small Business customers, the sales organization, and internal teams.

Duties and Responsibilities:

• Serve as primary sales support contact for Small Business accounts
• Support account growth by providing timely quotes, product information, and order assistance via phone, email, or webchat
• Monitor open quotes, open orders, lead times, and backorders for assigned territory by verifying product availability, delivery timelines, and vendor information
• Maintain account accuracy by updating contacts, preferences, ship-to locations and pricing information by reconciling and updating customer information in ERP and CRM systems
• Provide escalated support for recurring issues affecting customer segments
• Track and resolve customer issues to ensure minimal disruption to account activity
• Deliver fast, friendly service designed to strengthen the customer relationship and improve retention
• Directly and indirectly responsible for product quality
• Performs other duties as assigned by management to support the business

Span and Scope:

• Partner with Sales to proactively identify gaps or opportunities within Small Business customers
• Collaborate with product teams and vendors when unique or new product information is required
• Decision-Making Authority: Guided
• Complexity: Moderately Complex

Skills:

• Prior ERP system experience required
• Proficiency in Microsoft Office (Outlook, Word, Excel)
• Professional phone and email etiquette
• Strong attention to detail, accuracy, and organization
• Excellent verbal and written communication skills
• Ability to maintain professional communication via phone and email
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment
• Bilingual skills are a plus

Education & Experience:

• 2-3+ years of experience in customer service or sales support (industrial distribution or manufacturing preferred)
• High School Diploma or GED required, associate's degree preferred
• Experience with providing quotes, customer support, or account management
• Technical product background or experience in distribution/supply chain is a plus
• Proficiency in Microsoft Office (Outlook, Word, Excel)

Physical Requirements:

• Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards

This position requires applicants to be authorized to work in the US without sponsorship; TestEquity does not sponsor applicants for work visas.

TestEquity provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.