Job Description
About Our Client:
Our client, a prominent North American manufacturing firm, is looking to hire a Lead Sales Customer Experience Representative for its affiliate located in Northern California.
Responsibilities:
- Serve as the primary point of contact for sales team and customer inquiries related to products, services, pricing, orders, and account support
- Identify customer needs, recommend tailored solutions, and close sales opportunities when appropriate
- Support customer retention through proactive outreach, upselling, and cross-selling initiatives
- Resolve escalated concerns, complaints, and service challenges with effective problem-solving skills, professionalism, and sound judgment
- Deliver a consistent, high-quality experience across all channels: phone, email, chat, and in-person
- Manage customer pricing programs for annual bids and prescribed updates
- Assist in training, coaching, and mentoring Customer Experience Representatives to improve performance and service quality
- Monitor team workflow, activity, and service standards to maintain operational efficiency
- Model best practices with 360 degree customer engagement and sales support for the broader team
- Collaborate cross-functionally with sales, warehouse, marketing, and management teams to ensure customer needs are met
- Maintain accurate customer records, sales notes, and interaction history within CRM and related platforms
- Track customer feedback and proactively recommend improvements to processes, products, and service delivery
- Provides weekly, monthly, and quarterly sales reports
- Prepares and distributes marketing materials and product sample requests
- Ensure adherence to company policies, procedures, and service standards
Requirements:
- 5+ years of experience in customer service, sales support, or a retail/customer-facing role
- Strong communication, interpersonal, and conflict-resolution skills
- Demonstrated sales aptitude with the ability to identify opportunities and build lasting customer relationships
- Proficiency with CRM systems, Microsoft Office – particularly Excel and PowerPoint, and customer service platforms
- Detail-oriented with excellent organizational and follow-up skills
- Ability to manage multiple priorities in a fast-paced environment
- Strong service mindset with a drive to go above and beyond
- Ability to work independently requiring minimal supervision
- Associate/Bachelor's degree
- Prior experience in a team lead, supervisor, or mentoring capacity
- Experience with order management and service recovery processes
- Experience with Salesforce CRM
- Quick learner with strong analytical and reporting skills
- Experience working in a manufacturing environment
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