Customer Relationship Specialist

Position Summary

The Customer Relationship Specialist plays a critical role in driving business growth and ensuring sales data integrity at Cold Jet. Reporting to the HubSpot Platform Manager, this highly motivated self-starter is responsible for prospecting and lead generation, supporting Regional Sales Managers, and maintaining an organized, high-quality HubSpot CRM ecosystem. The ideal candidate blends an inside sales proactive mindset with a keen eye for database hygiene and customer experience.

Key Responsibilities

Prospecting & Business Development

Identify replicable sales opportunities at sister locations using the monthly sales report/ Power BI/CRM software.Participate in quarterly meetings, headquarter product demos, and training with the Director of Dry Ice Applications.Build a strong social selling presence on different social media platforms by expanding connections and increasing engagement with industry content.Leverage modern sales technologies and social selling platforms to build connections, engage industry audiences, and generate new business leads.Continuously gather technical knowledge regarding customer applications and Cold Jet products/services.Proactively suggest improvements to sales and marketing strategies to boost lead generation and team productivity.

Inside Sales & Sales Support

Partner with the Sales Managers to grow their territories and meet or exceed budgeted sales in their territories.Track and follow up on incoming leads, ensuring seamless handoffs to regional sales representatives.Conduct outbound outreach to prospective and existing customers using Cold Jet CRM software to qualify leads and identify machine sales opportunities.Perform "plant spotting" and outreach to identify and engage key champions at prospective customer accounts.Generate and present regular activity, pipeline, and effort reports to the Regional Sales Director and broader sales leadership.

Database & Lead Management

Maintain HubSpot database integrity by enforcing strict formatting rules, record associations, and data completeness for U.S. and Canadian leads.Audit and manage new contact records generated via connected inboxes and service queues.Monitor central Marketing and Info inboxes, ensuring prompt responses or appropriate routing.Evaluate incoming inquiries outside Marketing Qualified Leads (MQLs) and route customer service requests via Cold Jet CONNECT.Utilize the Cold Jet CRM platform to build account maps and establish target buying groups, driving high-value opportunities at key target accounts.

Customer Experience & Retention

Serve as an internal champion for customer satisfaction by communicating customer feedback and needs to cross-functional teams.Monitor industry trends, competitor practices, and customer satisfaction metrics to help shape sales retention strategies.Maintain clear communication to set and manage customer expectations, maximizing long-term relationship value.Drive installed base growth by proactively tracking account assets, engaging key stakeholders, and surfacing revenue-generating upsell opportunities.

Position Requirements

Education & Experience

Education: Bachelor's degree (preferably in Business, Sales, or Marketing) or equivalent professional experience.Experience: 5+ years of experience in inside sales, direct/indirect sales, or sales operations preferably within the capital equipment industry.Work Location: In-office attendance required daily at the Loveland, OH facility.

Skill Competencies

Technical Savvy: Ability to understand and discuss complex, technical capital equipment products at a functional level.CRM & Software Proficiency: Hands-on experience with CRM systems (HubSpot preferred), Microsoft Office (Excel, Word, PowerPoint), and business intelligence tools (Power BI).Sales & Negotiation: Proven understanding of lead qualification, social selling, inside sales techniques, and value-proposition modeling (cost-benefit analysis).Organization & Execution: Exceptional planning, project execution, and multi-tasking abilities.

Behavioral TraitsSelf-Driven & Assertive: Persistent in pursuing sales opportunities and achieving self-imposed and team goals.Strong Communicator: Skilled at relating to and collaborating with diverse internal and external stakeholders.Problem Solver: Innovative and resourceful when facing challenges or optimizing operational workflows.