Customer Solutions Specialist

Job Overview
Customer Solutions Specialist

Position Overview

The Customer Solutions Specialist (CSS) plays a key role in generating revenue and delivering exceptional service by identifying customer needs, offering tailored product or service solutions, and closing sales. This position combines consultative sales with account management, acting as a trusted advisor to clients while driving company growth through proactive outreach and relationship building. In a smaller, family-owned business, the CSS is a front-line ambassador for the brand—balancing sales goals with a customer-first approach that reflects the company’s values and culture.

Key Responsibilities

1. Sales & Revenue Generation

• Identify and pursue new sales opportunities through inbound inquiries, outbound outreach, and referrals.
• Understand customer challenges and position solutions that meet their needs.
• Prepare and present quotes, proposals, and product/service recommendations to close deals.
• Meet or exceed monthly and quarterly sales targets.

2. Customer Relationship Management

• Build lasting relationships with both new and existing customers.
• Serve as a consistent point of contact for customer questions, orders, and service requests.
• Follow up post-sale to ensure satisfaction and explore additional needs or upsell opportunities.
• Resolve issues promptly and professionally, escalating when necessary.

3. Product & Service Expertise

• Maintain in-depth knowledge of the company’s offerings to effectively communicate value to customers.
• Stay current on industry trends, competitor products, and pricing to maintain a competitive edge.
• Provide feedback from the field to help refine offerings and improve the customer experience.

4. Collaboration & Communication

• Work closely with internal teams (operations, management, marketing) to ensure customer needs are met smoothly.
• Communicate customer expectations clearly to internal stakeholders.
• Contribute ideas and feedback to marketing and promotional initiatives.

5. Administrative & Reporting Duties

• Log customer interactions, sales activities, and opportunities in CRM or designated tracking systems.
• Prepare weekly sales reports and pipeline updates for leadership.
• Support lead tracking, follow-ups, and status updates to keep processes organized and transparent.

Qualifications

• Experience in sales, customer service, or a related client-facing role.
• Strong communication and listening skills, with a natural ability to build rapport.
• Results-driven mindset with a passion for solving customer problems.
• Excellent organizational skills and attention to detail.
• Comfortable using CRM software, Microsoft Office, and basic digital tools.
• Ability to work independently and contribute in a team setting.

Personal Attributes

• Friendly, professional, and proactive approach to customer interactions.
• Resilient and adaptable in a dynamic, small-business environment.
• Eagerness to learn, grow, and contribute to a positive team culture.
• Honest, dependable, and aligned with the company’s values and mission.

Typical Day-to-Day Activities

• Engage with prospective and existing clients via phone, email, or in-person meetings.
• Prepare and deliver product/service recommendations and quotes.
• Track sales opportunities and update CRM or sales reports.
• Respond to customer inquiries, resolving questions or concerns promptly.
• Collaborate with internal teams to ensure accurate and timely delivery of solutions.
• Participate in local networking or community events to build brand presence.
• Contribute to marketing efforts like email campaigns or social media promotions.

Job Type: Full-time

Pay: $48,000.00 - $110,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• On-the-job training
• Paid time off
• Vision insurance

Work Location: In person

Salary : $48,000 - $110,000