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Remote Account Specialist
Remote Account Specialist-April 2024
Traverse City
Apr 19, 2025
ABOUT INSIGHT GLOBAL
Insight Global provides top talent and staffing solutions that help job seekers find careers in healthcare, finance, IT and government.
1,001 - 5,000 employees
Consulting, Technology
VIEW COMPANY PROFILE >>
About Remote Account Specialist

  Job Description

  Insight Global is seeking a Remote Account Specialist for a contract to potential hire opportunity for one of their largest Medical Devices clients. This individual will be working closely with the field sales and Customer Success teammates, Channel Partners, and occasionally directly with Customers. The primary responsibilities will include:

  * Using Salesforce to process Purchase Orders in a timely manner and ensure rapid fulfillment

  * Proactively contacting customers, partners and internal teammates should adjustments or clarification on a Purchase Order

  * Working with sales team to plan and track renewal business

  * Using Salesforce to help with customer quotes

  * Using Salesforce CRM system to maintain key data for customer accounts

  * Troubleshooting and answering questions from customers as needed + being a general resource for them

  * Analyze documents & requests for completeness, and update data in appropriate application

  Daily work #1: Systematically knocking out Salesforce Quoting, Renewals, and Account Support for teammates, customers and partners.

  Daily work #2: Communicating, coordinating and emailing customers, partners and internal teammates

  Daily work #3: Purchase Order Processing (I make this third because we have a Customer Experience Specialist focused on this today but intend to cross train to remove the 'single threadedness' on the team).

  Skills and Requirements

  * 2+ years of experience within purchasing, account administration, sales support or similar

  * Salesforce CRM experience (for quoting, renewal management and Purchase order processing)

  * Purchasing Order Experience (PO process & lifecycle knowledge, creation, generating quotes, editing/checking)

  * MS Office Suite

  * High school diploma

  SOFT SKILLS:

  * Strong attention to detail / detail oriented

  * Organized and can hit deadlines

  * Great communication -- can speak professionally and work with customers ; can communicate via (telephone) and written (email); proactive communication

  * Customer service oriented

  * Great problem solver

  * Reliable * Healthcare/Medical Device Industry experience

  * Salesforce CPQ null

  We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [email protected].

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