Account Specialist

About the role

The Salesforce Small Business Account Specialist ensures prospective and current customers receive an exceptional experience, acting as a trusted advisor to help them succeed with Salesforce solutions.

Key responsibilities

• Engage with prospects and existing customers across phone, chat, email and cases to qualify product fit and understand business needs.
• Present and demo Salesforce products, tailoring solutions to customer outcomes and preparing contract proposals.
• Drive online sales, support self‑service resources, and guide customers through trial and onboarding phases.
• Handle initial billing and licensing questions, route technical issues to Support, and record interactions in Salesforce CRM.
• Collaborate with distribution teams, negotiate contract terms, and contribute to process improvements.

Required profile

• 2+ years of sales or customer‑facing experience, preferably with a focus on small‑business accounts.
• Strong communication, empathy and the ability to thrive in a fast‑paced, ambiguous environment.
• Self‑motivated, goal‑oriented and able to meet revenue and customer‑satisfaction targets month over month.

Required skills

• Salesforce CRM software proficiency.
• Basic troubleshooting and ability to handle billing/licensing inquiries.