Job Description

Job Description

We are seeking a motivated, results-driven Sales & Customer Success Specialist to manage and grow an assigned portfolio of customer accounts. This position combines account management, customer success, and sales, with a strong focus on driving revenue growth, increasing software adoption, and building long-term customer relationships.

The ideal candidate has experience managing B2B accounts, identifying growth opportunities, following up on leads, and expanding existing business through upselling and cross-selling. This person will work closely with sales, marketing, and operations teams while serving as a key business partner to customers.

Key Responsibilities

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• Manage and grow an assigned portfolio of customer accounts
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• Build strong customer relationships while driving retention and revenue growth
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• Generate sales through outbound engagement, account reviews, and business development
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• Qualify and follow up on company-generated leads and project opportunities
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• Identify opportunities to upsell and cross-sell products, programs, and software solutions
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• Support new business opportunities and customer growth initiatives
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• Conduct virtual sales presentations, product demonstrations, and customer training
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• Support customer onboarding and ongoing software adoption
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• Manage sales pipelines, forecasts, leads, and customer activity within a CRM
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• Partner with internal sales, marketing, and operations teams to support customer needs and growth opportunities
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• Gather customer feedback and market insights to support continuous improvement
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• Resolve customer issues while maintaining a strong focus on customer satisfaction and account growth
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Qualifications

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• Bachelor’s degree preferred; equivalent relevant experience will be considered
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• 3+ years of relevant experience in Account Management, Customer Success, Inside Sales, or B2B Sales; 5+ years preferred
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• Experience managing and growing customer accounts
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• Demonstrated experience with lead follow-up, upselling, cross-selling, and customer engagement
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• Experience using CRM platforms such as Salesforce, Dynamics, HubSpot, or similar
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• Strong communication, presentation, negotiation, and relationship-building skills
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• Highly organized with strong time management and follow-up abilities
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• Comfortable working independently in a results-driven sales environment
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• SaaS, construction, building products, or related industry experience is a plus
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• Valid driver’s license and ability to travel occasionally
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• Must currently reside in Ohio
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