Territory Account Specialist

Socket.dev; Menomonee Falls (WI); On-site; USD 52,000 - 76,000; Full time

Job summary

Socket.dev in Menomonee Falls, WI seeks a Territory Account Specialist to serve as the central contact for a defined territory, handling orders, inquiries, and shipping details while supporting a regional sales team.

The role emphasizes world-class customer service, collaboration with internal departments, and effective communication across channels. Strong Excel and CRM experience are preferred, with bilingual Spanish a plus.

Qualifications

• 5 years of customer service experience for a manufacturer.
• Location: Menomonee Falls, WI.
• Bi-lingual (Spanish) preferred but not required.
• Strong desire to deliver best possible customer experience.
• Ability to thrive in a fast-paced environment with coaching support.
• Proficient with computers, email, phone systems, and communications.
• Collaborative mindset with internal and external stakeholders.
• Skilled in identifying, analyzing, and solving problems.
• Excellent time management and conflict resolution abilities.
• Proficient in Excel (V-Lookup, Pivot Tables).
• Familiar with CRM systems (Salesforce.com).
• Strong written and verbal communication skills.

Responsibilities

• Guide and process customer orders and inquiries in a fast-paced environment.
• Communicate with customers via phone, email and chat.
• Solve customer problems and find best possible solutions.
• Answer inbound calls with an elevated customer experience including product availability, order status, pricing, and shipping details to customers.
• Respond to shipping inquiries and answer order status questions.
• Provide proactive solution-based support and product recommendations via verbal and/or written communication directly with our customers
• Prioritize rush orders and special requests
• Collaborate and build cross functional relationships with internal and external customers, including within their work team

Skills

Communication

Time management

Problem solving

Bilingual Spanish

Relationship building

Cross-functional collaboration

Excel (Advanced)

Verbal communication

Tools

Salesforce CRM

Job description

Reporting to the Customer Service Supervisor, the ideal candidate will have knowledge in the customer service field handling customer interactions, order entry, customer support both internal and external, shipping and invoicing. The Territory Account Specialist will be thecentral point of contact within an assigned territory and provide world classcustomer serviceexternally and internally. Externally, the Territory Account Specialist will support a Regional Sales Manager, a team of technical independent manufacturer representatives and a wide distribution network in their assigned region. Internally, the position will interface with varying departments to assist with the day-to-day functions. The position is located at our

Essential Functions / Responsibilities:

• Guide and process customer orders and inquiries in a fast-paced environment
• Communicate with customers via phone, email and chat.
• Solve customer problems and find best possible solutions.
• Answer inbound calls with an elevated customer experience including product availability, order status, pricing, and shipping details to customers.
• Respond to shipping inquiries and answer order status questions.
• Provide proactive solution-based support and product recommendations via verbal and/or written communication directly with our customers
• Prioritize rush orders and special requests
• Collaborate and build cross functional relationships with internal and external customers, including within their work team

Qualifications

Knowledge, Skills & Experiences

The ideal candidate for the Territory Account Specialist will have the following educational background and experience:

• Would work out of the Menomonee Falls, WI location
• 5 years of CS experience for a manufacturer
• Bi-lingual (Spanish) preferred but not required
• Desire to provide the best possible experience for our customers
• Thrive in a fast-paced environment with coaching support
• Extensive computer, email, phone, communication
• Collaborative and relationship building
• Effective in identifying, analyzing, and solving problems
• Conflict management and resolution
• Time management skills
• Positive can-do attitude
• Self-motivated/ambitious
• Advanced Excel knowledge (V-Lookup, Pivot Tables)
• Understanding of CRM (Salesforce.com)
• Effective written and verbal communication skills.