Customer Account Specialist
LEMO Group
Customer Account Specialist
Rohnert Park, CA, USA • Permanent contract • As soon as possible
Interface directly with customers, Reps, Distributors, LEMO Sales Team and various departments to manage and grow the direct sales
- Customer Relationship Management:
Develops, nurtures, and maintains strong, professional relationships with customers and sales channels, including Sales Representatives and Distribution partners. Acts as a key point of contact for all customer-facing activities, ensuring a consistently high standard of service and support. - LEAD Generation and Territory Support:
Actively supports sales efforts within assigned territory by identifying and pursuing new business opportunities. Works closely with Sales Managers to qualify leads, track progress, and contribute to the sales funnel with a proactive approach to pipeline growth. - Sales Channel & Rep Group Collaboration:
Provides ongoing support to Distribution partners and Manufacturer's Rep Groups, ensuring alignment on customer needs, product availability, and strategic goals. Coordinates efforts with these partners to maximize coverage and responsiveness in the territory. - Quote Management & Follow-Up:
Prepares, issues, and tracks formal quotations in a timely manner. Follows-up consistently with customers and sales channels to drive quote-to-order conversion, addressing any issues or concerns that may delay closure. - Order Processing & Documentation:
Accurately processes sales orders, change orders, return material authorizations (RMAs), and expedite requests. Ensure proper documentation of all customer interactions and transactions within the CRM or designated databases. - Customer Account Support:
Partners with the Finance department to maintain accurate customer account data. Assists in the collection of information for initial and subsequent credit evaluations. Help resolve any billing or account discrepancies in a timely and professional manner. - Forecasting and Demand Planning:
Maintains an understanding of assigned accounts, actively monitors order trends and forecasts future demand. Prepare monthly forecast reports and identify potential risks or opportunities for discussion with the Sales Team. - Technical and Commercial Support: Responds to intermediate-level technical inquiries, product configurations, pricing, and delivery requests from customers and internal teams. Provides administrative and commercial guidance to the Sales Team to ensure accuracy and consistency.
- Proactive Customer Engagement:
Monitors customer activity and proactively communicates with accounts to ensure continuity of supply and preempt potential issues. Offers timely updates in the event of production delays, shipping changes, and or disruptions. - CRM and Sales Systems Updates:
Utilizes CRM and Lead Management systems to document quotes, monitor activities, updates tasks in collaboration with assigned Sales personnel. Maintains accurate and update-to-date records of customer interactions and sales status. - New Product Introduction (NPI) Participation:
Supports the introduction of new products by assisting in communication to customers, gathering feedback and helping position new offers in the market. Provides input to internal team members based on customer responses. - Solution-Oriented Problem Solving:
Approaches customer and internal challenges with a problem-solving mindset. Strives to present viable solutions-focuses on resolution and customer satisfaction. - Reporting and Communication:
Prepares periodic reports, summarizing customer activity, order status, and account health. Shares relevant insights with the Sales Team to drive strategic decision-making. - Additional Duties:
Performs other related tasks assigned to support team and company objectives
- High school diploma or GED equivalent; AA degree preferred; technical background preferred
- Five (5) years' experience performing Customer Service
- Excellent written and verbal communication skills
- Ability to work independently and also interface with all co-workers across departments
- Well organized, pays attention to detail, and able to work with complex information
- Excellent analysis, problem-solving, multi-tasking skills, time-management skills and follow through
- Versatility, flexibility, and willingness to work within constantly changing priorities
- Working knowledge of Microsoft Office Products, CRM/HubSpot and SharePoint or similar programs
- The stability of an independent, dynamic, continuously successful Swiss group.
- The motivation to participate in the creation of cutting-edge solutions renowned worldwide.
The warm and stimulating atmosphere of a human-sized company, close to its people (flexible working hours, continuous training, company catering) - A working environment with equipment and infrastructure designed to help you to excel, progress and develop your skills.
- The satisfaction of participating in the development of new interconnection solutions.
LEMO is a privately owned Swiss company, located in Sonoma County among the rolling hills of Northern California's wine county, centrally located just 45 minutes north of San Francisco. LEMO is a global leader in the design and manufacture of precision custom connection solutions since 1946. Providing high-quality push-pull connectors that can be found in a variety of challenging application environments including medical, industrial control, test and measurement, broadcast/audio/video, and telecommunications. LEMO also provides cable assembly services, prototyping and custom designs. LEMO requires an uncompromising commitment to QUALITY, EXCELLENCE, and INNOVATION. As such, we encourage and invest in each employee to promote responsibility, personal growth, and integrity.
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Working at LEMO
Help us protect, save and bring people together, develop and share knowledge, optimise production and the use of natural resources. By helping to engineer, design, build, set up, distribute or sell our renowned interconnect solutions, you can play a vital role in revolutionary technologies on Earth and beyond. Regardless of the industry, our work is always about creating perfectly safe, high-performance connections for highly demanding and critical applications.
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Vacancy posted 3 days ago
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