Customer Success & Sales Representative

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 don't 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 6–12 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

Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact API Heat Transfer at View phone number on click.appcast.io for assistance.