Customer Success & Sales Representative

The Customer Success & Sales Representative is an outbound-focused project manager responsible for generating new business opportunities through proactive outreach managing customer project follow-through internally and keeping Salesforce updated with accurate timely information. This is a hunting role success is measured by activity initiative and new opportunity creation.

What We Offer You:

• Opportunity to learn from and contribute to a premier global company
• Be part of leading-edge technology for the heat transfer industry
• Ability to impact customers across multiple industries
• Full health & welfare benefits 401(k) PTO and developmental opportunities!
• Hourly Rate Range: $28/hour - $32/hour

What You Will Do:

Outbound Sales & Lead Generation

• Conduct cold calls and proactive outreach to prospective customers and assigned leads
• Follow up on quotes inquiries and lapsed accounts to generate new opportunities
• Build relationships with new contacts and move prospects through the early stages of the sales funnel
• Identify and pursue leads using available tools and resources

Customer Advocacy & Project Management

• Serve as the internal point of contact for assigned customer projects ensuring commitments are tracked and met from kickoff through delivery
• Escalate internal roadblocks proactively and follow up until resolved no dropped balls
• Communicate project status delays or changes to customers in a timely manner

Salesforce & Administrative Support

• Perform accurate and timely Salesforce updates using information from the Project Management team
• Maintain clean contact records activity logs and opportunity notes
• Support the sales team with administrative tasks data entry and customer communication

Internal Coordination

• Partner with Project Management Engineering and Operations to ensure customer expectations are aligned internally
• Flag risks or gaps in project timelines before they become customer issues
• Coordinate with marketing to define and scope digital campaigns and lead generation

What You Bring:

• Experience in a customer-facing sales support or project management role.
• Comfortable making cold calls and initiating conversations with new prospects
• Working knowledge of Salesforce or similar CRM (preferred not required)
• Highly organized with strong follow-through you dont let things fall through the cracks
• Self-starter who takes initiative without being asked
• Clear written and verbal communication skills

Education

• High school diploma or equivalent required; associate degree or relevant experience a plus

Success Metrics (First 612 Months)

• Volume and consistency of outbound calls and outreach activity
• Accuracy and timeliness of Salesforce updates
• Number of new opportunities identified and passed to senior sales staff
• Positive feedback from customers and internal teams on follow-through
• Minimal dropped or delayed projects due to internal miscommunication

APICZ