Customer Account Specialist Lead Job at iAutomation (Franklin)

Customer Account Specialist Lead

iAutomation

Location:
United States , Franklin

Category:
Customer Service

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

iAutomation, a high technology distributor of industrial automation components, has an immediate opening for a Customer Account Specialist Lead in Franklin, Massachusetts. iAutomation’s product offering includes machine control, motion control, sensing and vision, safety systems, mechanical components and stages. We offer engineered systems and services to provide OEM and end user customers a complete automation solution.

Job Responsibility:

Data entry into the ERP System
Command of general order entry skills
Fills orders by transferring orders to fulfillment
communicating expected delivery dates
communicating tracking and follow up information regarding customer orders
Generating, reviewing and analyzing reports related to customer and sales activity
Quoting products and services
Generate and recommend additional products for customer by identifying customer needs/application
Generate and recommend additional products due to command of product knowledge
Product selection
Quote follow up including answering customer questions on pricing, product and lead time
Independent margin adjustments within designated approval matrix
Identify customer needs for overall customer satisfaction
Meet company sales goals
Recognize and resolve customer needs including selecting and explaining the best solution for the customer and expediting corrections or adjustments
Proactive customer service
Work with other departments to exceed customer expectations
Build and maintain sustainable customer and internal department relationships
Recognizing and documenting Sales Leads
Route qualified opportunities to the appropriate sales executives and teams for further development and closure
Maintain (and expand) database of prospects
Technical understanding of products offered
Ability to supervise fellow employees as an active supervisor
Departmental scheduling
Delegating tasks
Monitoring team performance and daily activities with staff
Assist team by performing tasks with them
Travel as needed to other facilities
Resource for departmental training and development
Handling both customer and staff complaints
Help to hire new staff and onboarding
Reporting to senior management and personnel when required
Assisting with development and implementation of policies (and explaining these to team)

Requirements:

High School education
3+ years Customer Service in a highly technical environment
Ability to analyze sales trends
Sitting for long periods of time
Long hours of computer work
Some car and air travel required

Additional Information:

Job Posted:
December 09, 2025

Work Type:

On-site work

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