Account Representative - Forberg Smith
About The Kendall Group
Forberg Smith, a division of The Kendall Group, seeks a talented, creative, self-motivated individual for our Account Representative position. The Kendall Group is comprised of eight divisions with 75+ locations in ten states. Combined, we serve Electrical, Automation, Pipe, Valve, and Fittings products, Steam, Lighting, Industrial Controls, Instrumentation and Data Analytics. The Kendall Group is a 100% Employee-Owned company. Kendall offers a great opportunity for a rewarding career.
Why The Kendall Group?
Our employee ownership model is the core of who we are. You will not only own part of the company, but you will own your future. At Kendall, you'll have opportunities to learn and grow while being coached and mentored along the way. We're that company where people stay! We're proud to say that more than 60% of our associates have more than 5 years of tenure, and more than 40% have greater than 10 years. At Kendall, you will be valued and supported, your ideas will be heard, your voice will matter, and you'll work alongside incredible people who care about your success.
Role Summary:
Reporting to the Operations and Customer Service Manager, the Account Representative is a key member of the frontline Business Development sales team. This role is responsible for growing existing customer accounts that are not currently actively managed. This is a proactive sales role requiring this person to regularly contact existing customers through phone calls and other communication methods. This will include engaging with the customer in a friendly and polite manner, assessing the customer's needs, answering customer questions, and being knowledgeable of Forberg Smith's products and services.
Exciting work you will do:
The essential duties and responsibilities of the Account Representative position will consist of, but are not limited to, the following:
Establish and build strong working relationships with Forberg Smith's Sales and Marketing teams
Reach out to customers and prospects to promote products using various forms of communication, including phone calls, email, etc.
Create and track campaigns in CRM and business software
Post-sales follow-up on strategic accounts
Develop prospect accounts and handover to outside sales as needed
Engage with customers based on dashboard of new contact creation and inbox notifications
Train customers on online portal/website as defined by Business Development Leader
Increase orders by suggesting related items or alternate products, explaining features and benefits, and checking customer's buying history
Work cross-functionally with marketing and product expert teams to provide customers with relevant marketing material and support
Keep CRM system up to date with account, contact and opportunity pipeline information
Respond to incoming calls and e-mail messages from internal and external customers in a prompt manner
Stay knowledgeable on current, new, and evolving product offerings
Maintain quality service by adhering to Kendall Group policies, procedures, and standards
Perform other duties as assigned
Competencies you possess:
Service Excellence
Results, Action Oriented
Accountability and Responsibility
Understanding Others, Listening
Problem Solving
Teamwork and collaboration
Priority Setting
What you'll need:
Work Experience: Entry Level
Required Education: Associate's degree or equivalent combination of skills and experience
Analytics/Computer Skills: Experience working with MS Office; ability to learn new software; ability to decide which products to focus on and how best to reach customers
Organization Skills: Highly organized and detail-oriented; ability to multi-task and shift priorities as needed; ability to work in fast-paced, continuously evolving environment
Cross-functional skills: Ability to work well cross-functionally; provide excellent internal and external customer service
Communication Skills: Strong interpersonal communications, problem solving, organizational and written/verbal communication skills
Physical, Mental and Visual Skills: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disability to perform the essential functions.
Ability to see, talk and hear
Ability to sit for 8 hours a day
Physical Environment: Normal office environment
Qualifications we prefer but don't require:
Work Experience: 2 years of sales, customer service, or similar relevant business experience; previous inside/outside sales, previous business development or process instrumentation experience, preferably with a related product line, or with end users in an industrial or technical environment; an understanding of level, pressure, flow and temperature devices;
Education: Bachelor's degree
Analytics/Computer Skills: Salesforce, Microsoft Dynamics, and Salesloft
The Kendall Group is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, gender, gender identity, sexual orientation, age, physical or mental disability, citizenship, military status, protected veteran status, genetic information, or any other characteristic protected under applicable federal, state or local law.
