Account Specialist

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About Salesforce

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn't a buzzword — it's a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.

Ready to level-up your career at the company leading workforce transformation in the agentic era? You're in the right place Agentforce is the future of AI, and you are the future of Salesforce.

At Salesforce, we understand the challenges facing small businesses. That's why we are so passionate about helping small businesses succeed. The Salesforce Small Business Account Specialist will ensure our prospective and current customers have an exceptional experience that reflects our level of dedication to making them successful. In this role, you will leverage multiple sources of information to stay current on product features, technology changes, and events that affect customers. As a driver of a new sales model, our Account Specialists are very important to our success. You'll provide an outstanding customer experience as a trusted advisor by understanding business needs, identifying solutions that map to those needs, and preparing contract proposals. You'll also drive online sales and educate customers on self-service resources. This is a fast-paced, performance-based environment where customer interactions may be supervised, recorded, and assessed. Account Specialists are measured based on revenue attainment and customer satisfaction surveys in addition to other performance based metrics.

Responsibilities:

• Engage with prospective and current customers to qualify product fit via multiple channels

• Understand the prospect's business needs, challenges, and the outcomes they are looking to achieve to act as a trusted advisor and provide best practices

• Consistently work towards our goal of increasing our customer satisfaction level and providing an exceptional customer experience

• Become a Salesforce product expert to articulate feature functionality and how it maps to customer needs

• Present and demo business value of various products to customers clearly and confidently, tailoring individual demos to their needs

• Act as the frontline for technical issues and route to Support when appropriate

• Handle initial billing and licensing questions and issues and raise as appropriate

• Partner with existing distribution teams efficiently to ensure customer success pre and post sale

• Identify and make recommendations to drive improvements across product and process

• Field, address, and detail inbound inquiries from customers via telephone, chat, cases, and email

• Ensure customers adopt and drive maximum value during the trial and onboarding phase

• Negotiate contract terms and assist customers with online purchases, contract restructures, and contract modifications

• Help contribute to our team goals of driving time to value

• Actively take part in specialised projects

• Redirect and raise technical and billing inquiries as needed

• Be innovative and identify and make recommendations to drive improvements across product and process

• Record customer interactions in Salesforce CRM software

• Contribute to the high performing culture

Qualifications:

• A willingness and ability to "dive right in", self-learn, be effective, make a difference and retain product knowledge

• Determination to meet and exceed sales and customer satisfaction goals month over month

• Basic troubleshooting skills, perseverance, empathy, and persistence

• Communicate and empathize with all levels of customers, executives, end users, and developers

• Effectively multi-task and balance priorities

• Top-notch written and verbal skills—English required

• Ability to thrive in ambiguity and work in a fast-paced, changing environment

• Effective time-management skills

• Flexibility to support multiple customer service channels and deliver effective resolutions

• Demonstrates high degree of determination and accountability

Education & Experience

• Undergraduate degree or equivalent work experience preferred

• 2+ Years Sales or relevant customer-facing experience

• CRM experience is a plus

Unleash Your Potential

When you join Salesforce, you'll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we'll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what's possible — for yourself, for AI, and the world.

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Posting Statement

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that's inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.