B2B Customer Service & Account Manager

Account ManagerSalesFull TimeRemoteLeadTeam 51-200

Location

United States

Posted

2 days ago

Salary

Not specified

Seniority

Lead

CRMAsanaSmartsheetLead ManagementCustomer RetentionB2B SalesSales ConversionRelationship Management

Job Description

Key Responsibilities

Inbound Lead Management and Prospecting 

  • Serve as the primary point of contact for inbound B2B inquiries (emails, calls, and the wholesale form submissions). 
  • Track and manage leads using Asana (with potential transition to Smartsheet/CRM). 
  • Maintain detailed notes and organized follow-up records. 
  • Identify potential customers through networking, inbound inquiries, and lead follow-up. 
  • Assist in distributing wholesale leads to appropriate regional sales reps. 
  • Ensure regional managers mark leads complete once outreach has occurred. 
  • Promptly prepare and submit accurate client records. and

Sales Support and Lead Conversion 

  • Arrange meetings (virtual or phone) with potential and existing customers to present company products. 
  • Present pricing tiers and guide customers through the wholesale order form. 
  • Persuade customers to purchase by highlighting product benefits, brand value, and key features. 
  • Help close inbound and warm leads via phone and email follow-up. 
  • Practice structured follow-up with smaller chains and wholesalers to build long-term distributor traction. 
  • Meet or exceed assigned sales and conversion goals. 
  • Obtain deposits and follow up on balances as needed in coordination with B2B Billing. 
  • Use the assigned Zoom phone line for professional outreach. 

Customer Service & Retention 

  • Build and maintain strong working relationships with new and existing wholesale customers. 
  • Act as a retention specialist to encourage repeat business and long-term partnerships. 
  • Follow up with customers to ensure products meet expectations. 
  • Address customer concerns and resolve complaints promptly and professionally. 
  • De-escalate issues while preserving the relationship and brand integrity. 
  • Identify upsell or reorder opportunities

Qualifications

  • 2+ years of experience in B2B sales support, account management, customer service, or similar role 
  • Strong verbal and written communication skills 
  • Confident phone presence and presentation skills 
  • Ability to persuade and close warm leads 
  • Skilled in de-escalating customer concerns 
  • Organized with strong documentation habits 
  • Experience using CRM or project management systems (Asana, Smartsheet, or similar) 
  • Goal-oriented with the ability to meet or exceed sales targets 
  • Self-motivated and comfortable working independently 
  • Preferably located in the state of Florida, however, open to other locations 

Job Requirements

  • 2+ years of experience in B2B sales support, account management, customer service, or similar role.
  • Strong verbal and written communication skills.
  • Confident phone presence and presentation skills.
  • Ability to persuade and close warm leads.
  • Skilled in de-escalating customer concerns.
  • Organized with strong documentation habits.
  • Experience using CRM or project management systems (Asana, Smartsheet, or similar).
  • Goal-oriented with the ability to meet or exceed sales targets.
  • Self-motivated and comfortable working independently.
  • Preferably located in the state of Florida, however, open to other locations.

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