Key Account Specialist

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Act as the primary point of contact for key accounts, managing day-to-day communication and addressing

any issues or concerns.

• Develop and maintain strong, long-lasting customer relationships by understanding their business goals and

needs.

• Collaborate with the sales team to create customized solutions, proposals, and product offerings tailored to

each key account.

• Coordinate with internal teams (sales, customer service, operations, etc.) to ensure timely delivery and high quality service for key accounts.
• Conduct regular check-ins with key customers to evaluate satisfaction, resolve potential issues, and identify

upselling or cross-sell opportunities.

• Track and monitor account performance, ensuring that customer goals and KPIs are being met.
• Prepare reports and presentations on account status, sales progress, and potential growth opportunities.
• Identify new opportunities for business growth within existing key accounts and work to expand the

relationship.

• Resolve any escalated customer service issues in a timely and professional manner.
• Stay up to date on industry trends, competitor activities, and client needs to recommend improvements and

innovations.

• Provide strategic support for the sales team by preparing quotes and other sales-related documents.
• Maintain and update customer records, sales data, and other relevant information.
• Ensure that orders and/or requests are processed accurately and in a timely manner.
• Maintain CRM databases and ensure that customer information is up-to-date and accurate.
• Provide ongoing feedback to the sales team on customer pain points, preferences, and buying behaviors to

tailor sales approaches for maximum impact.

• Coordinate with finance and operations teams to ensure accurate pricing, contracts, and delivery schedules

to meet customer expectations and revenue goals.

• Mentor and train junior sales support staff on best practices for process efficiency, sales tools, and revenue

generation tactics.

• All other duties as assigned.

EDUCATION, QUALIFICATIONS, SKILLS & ABILITIES

• Experience working with sales teams in a B2B or enterprise sales environment.
• Knowledge of revenue forecasting, sales pipeline management, and performance metrics.
• Familiarity with automation tools or sales performance analytics platforms.
• 5 years of experience in sales support, sales operations, or related roles, with a proven track record of

contributing to revenue growth.

• Strong understanding of the sales lifecycle and how sales support functions impact overall revenue.
• Proficient in using CRM systems (e.g., Salesforce, HubSpot) and sales enablement tools.
• Excellent communication, organizational, and problem-solving skills.
• Ability to analyze sales performance data and provide actionable insights to drive growth.
• Strong attention to detail with the ability to manage multiple tasks and projects simultaneously.
• Demonstrated ability to work collaboratively with cross-functional teams, including sales, marketing, finance,

and operations.

• Proactive and results-oriented, with a focus on driving efficiency and revenue.