Strategic Account Specialist - Quotation & Pipeline Pro

MacLean Power, LLC; Lodi (CA); On-site; USD 32,000 - 43,000; Full time

Benefits offered by this job

Bonus potential

Job summary

MacLean Power Systems (MPS) is seeking an Account Specialist to support Regional Support Team activities, manage sales opportunities, and coordinate quotes. This onsite Stockton, CA role involves maintaining Salesforce records, qualifying customer opportunities, and coordinating cross-functional teams to drive revenue growth and customer engagement.

The position requires at least 2 years in related roles, familiarity with CRM systems, and strong communication and analytical skills.

Qualifications

• At least 2 years of experience in inside sales, sales operations, customer service, commercial support, account management, or a related business function.
• Experience supporting industrial, utility, manufacturing, distribution, or B2B sales environments preferred.

Responsibilities

• Support Strategic Account Directors in managing and advancing sales opportunities throughout the customer buying journey.
• Review, qualify, and process customer RFQs while coordinating with Pricing, Product Management, Engineering, and Operations as needed.
• Prepare and manage quotations, ensuring accuracy, completeness, and adherence to company pricing and commercial policies.
• Maintain opportunity records within Salesforce, ensuring data integrity, accurate stage progression, close dates, product information, and activity documentation.
• Conduct opportunity qualification and discovery to identify customer requirements, applications, specifications, timelines, decision criteria, and potential barriers to success.
• Monitor pipeline health and proactively identify stalled opportunities, aging quotes, missing information, and opportunities requiring follow-up.
• Collaborate with sales teams to develop action plans that advance opportunities and improve conversion rates.
• Execute and support commercialization campaigns, product launches, and strategic sales initiatives by coordinating customer engagement activities, documenting outcomes, tracking campaign effectiveness, and maintaining campaign data within Salesforce.
• Capture and communicate customer insights, competitive intelligence, market trends, and business opportunities to appropriate internal stakeholders.
• Coordinate internal resources to resolve customer inquiries, quotation issues, lead time concerns, specification questions, and commercial challenges.
• Assist with order conversion activities by supporting the transition from quotation to purchase order and ensuring accurate opportunity closure.
• Maintain detailed records of customer interactions, quotations, opportunities, tasks, and commercial activities within company systems.
• Serve as a liaison between customers, sales teams, customer service, operations, pricing, marketing, and product management to facilitate effective communication and execution.
• Adhere to all Safety, Environmental, Quality, and company policies and procedures.
• Perform other duties as assigned.

Skills

Opportunity Qualification

Pipeline Management

Sales Process

Salesforce CRM Proficiency

Quotation & Commercial Process

Customer Discovery

Cross-Functional Collaboration

Analytical & Problem-Solving

Business Communication

Time Management

Attention to Detail

Commercial Acumen

Data Integrity

Tools

Salesforce CRM

Job description

MacLean Power Systems (MPS) is seeking an Account Specialist to support Regional Support Team activities, manage sales opportunities, and coordinate quotes. This onsite Stockton, CA role involves maintaining Salesforce records, qualifying customer opportunities, and coordinating cross-functional teams to drive revenue growth and customer engagement.

The position requires at least 2 years in related roles, familiarity with CRM systems, and strong communication and analytical skills.