Customer Success & Sales Representative

The Customer Success & Sales Representative is an outbound-focused project manager responsible for generating new business opportunities through proactive outreach, managing customer project follow-through internally, and keeping Salesforce updated with accurate, timely information. This is a hunting role — success is measured by activity, initiative, and new opportunity creation.

• Conduct cold calls and proactive outreach to prospective customers and assigned leads
• Follow up on quotes, inquiries, and lapsed accounts to generate new opportunities
• Build relationships with new contacts and move prospects through the early stages of the sales funnel
• Identify and pursue leads using available tools and resources

• Serve as the internal point of contact for assigned customer projects, ensuring commitments are tracked and met from kickoff through delivery
• Escalate internal roadblocks proactively and follow up until resolved — no dropped balls
• Communicate project status, delays, or changes to customers in a timely manner

• Perform accurate and timely Salesforce updates using information from the Project  Management team
• Maintain clean contact records, activity logs, and opportunity notes
• Support the sales team with administrative tasks, data entry, and customer communication

• Partner with Project Management, Engineering, and Operations to ensure customer expectations are aligned internally
• Flag risks or gaps in project timelines before they become customer issues
• Coordinate with marketing to define and scope digital campaigns and lead generation

• Experience in a customer-facing, sales support, or project management role.
• Comfortable making cold calls and initiating conversations with new prospects
• Working knowledge of Salesforce or similar CRM (preferred, not required)
• Highly organized with strong follow-through — you don't let things fall through the cracks
• Self-starter who takes initiative without being asked
• Clear written and verbal communication skills

• High school diploma or equivalent required; associate degree or relevant experience a plus

• Volume and consistency of outbound calls and outreach activity
• Accuracy and timeliness of Salesforce updates
• Number of new opportunities identified and passed to senior sales staff
• Positive feedback from customers and internal teams on follow-through
• Minimal dropped or delayed projects due to internal miscommunication

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