Account Specialist

Salesforce

. Engage with prospective and current customers to qualify product fit via multiple channels .

Posted 9/29/2026full-timeMexico City • MexicoJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Salesforce CRM to enhance customer engagement and satisfaction while effectively managing customer inquiries and technical issues. Possesses strong communication skills to tailor product presentations and drive customer adoption.

Highest-signal resume keywords

Salesforce CRM ExpertiseCustomer EngagementTechnical Issue ResolutionSales and Customer Satisfaction GoalsEffective Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Salesforce CRMBasic TroubleshootingCustomer QualificationContract NegotiationProduct DemonstrationCustomer OnboardingBilling and LicensingProcess ImprovementCustomer Interaction RecordingMultitasking

Soft Skills

EmpathyPersistenceDeterminationTime ManagementFlexibility

Industry Keywords

Customer SuccessSalesCustomer ExperienceTechnical SupportCustomer Service Channels

About the role

Key responsibilities & impact

Engage with prospective and current customers to qualify product fit via multiple channels
Understand business needs, challenges, and desired outcomes to act as a trusted advisor
Provide best practices and exceptional customer experiences
Become a Salesforce product expert and map feature functionality to customer needs
Present and demo the business value of products, tailoring demos to customer needs
Act as the frontline for technical issues and route issues to Support when appropriate
Handle initial billing and licensing questions and escalate as appropriate
Partner with distribution teams to ensure customer success before and after sale
Identify and recommend improvements across product and process
Address inbound customer inquiries via telephone, chat, cases, and email
Drive customer adoption and maximum value during trial and onboarding
Negotiate contract terms and assist with online purchases, contract restructures, and modifications
Participate in specialised projects
Record customer interactions in Salesforce CRM software
Contribute to the high-performing culture and team goals

Requirements

What you’ll need

Undergraduate degree or equivalent work experience preferred
2+ years of sales or relevant customer-facing experience
CRM experience is a plus
Willingness and ability to self-learn, be effective, make a difference, and retain product knowledge
Determination to meet and exceed sales and customer satisfaction goals month over month
Basic troubleshooting skills, perseverance, empathy, and persistence
Ability to communicate and empathize with customers, executives, end users, and developers
Ability to effectively multitask and balance priorities
Top-notch written and verbal skills; English required
Ability to thrive in ambiguity and a fast-paced, changing environment
Effective time-management skills
Flexibility to support multiple customer service channels and deliver effective resolutions
High degree of determination and accountability

Benefits

Comp & perks

Benefits and resources supporting balance and wellbeing
AI agents intended to accelerate employee impact
Reasonable accommodation during the application or recruiting process