What are the responsibilities and job description for the Sales and Account Coordination – Lead Specialist position at Top Stack?
Sales and Account Coordination – Lead Specialist
The Sales and Account Coordination – Lead Specialist is essential in equipping our expert sales crew with the tools, insights, and operational backing they need to succeed. This role bridges the gap between the sales force, operational teams, and coordination staff, delivering a smooth customer experience while boosting the efficiency of the specialist team. Responsibilities include enabling quick communication, managing sample order processes, addressing customer concerns, and supplying actionable data and reports to elevate sales outcomes.
Beyond these duties, the Lead Specialist will guide and support fellow team members, ensuring their efforts align with our core principles (summarized as “TEAM”), maintain operational smoothness, and uphold exceptional service standards.
Key Responsibilities
- Serve as the primary on-site contact for the sales crew, handling tasks like sample order processing, data reporting, and pricing support that require central office resources. Building solid working connections is critical.
- Partner with sales staff to streamline processes, roll out new tools, and improve teamwork for better results.
- Maintain high standards for order entry and overall order management practices.
- Develop deep expertise in custom-label projects, balancing customer needs with production realities and sales goals.
- Act as the initial point of contact for customer issues, such as delivery problems, order mistakes, or quality concerns.
- Collaborate with logistics and operational teams to tackle challenges swiftly and effectively.
- Keep thorough records of customer interactions and solutions to drive ongoing improvements.
- Mentor and oversee specialist team members, keeping them focused on company goals and fostering a cooperative, high-performing environment.
- Handle internal team escalations, steering solutions and encouraging knowledge exchange.
- Work with leadership to refine team workflows, training efforts, and resource use for individual and group success.
Skills and Abilities
- Industry Insight & Business Acumen: Knowledge of pest management or similar fields, along with an understanding of customer demands, sales patterns, and operational flows, is a plus.
- Teamwork & Communication: Excellent people skills to connect across departments and contribute actively to group efforts.
- Analytical & Problem-Solving Skills: Capability to address customer challenges decisively, backed by experience with data tools and reporting.
- Tech Proficiency: Comfort with systems like Business Central, Microsoft Office, and data visualization platforms (e.g., PowerBI) is preferred.
Qualifications
- Minimum of a high school diploma or equivalent; a two- or four-year degree is advantageous.
- 2–3 years in roles like order handling, sales assistance, or client coordination, ideally in a B2B or production environment. Prior leadership experience is a bonus.
