Small Business Sales Support 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

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.