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

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

Qualifications

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

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