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Reserve Advisors LLC

Account Specialist

Milwaukee, WI

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hirly's read of this role

Seniority
Mid level
Country
US
Work mode
On-site / unstated
First seen by hirly
6 Nov 2026

Derived automatically from the posting. Upload your resume above to see how the role scores against it.

the posting

Description

Position Title: Account Specialist

FLSA Status: Non-Exempt

Reports to: Account Specialist Manager

Position Overview

The Account Specialist processes client information, creates proposal documents and performs a range of sales support and office management duties for a regional office while supporting business development activities.

Duties and Responsibilities

  • Performs workflow of all sales support activities, research of client property facts in support of client needs assessment, preparation of proposal, time estimation on the contract, and other statistics in support of the sales team
  • Initiates and tracks the processing of requests for proposals to completion
  • Set up and maintain client information in CRM technology
  • Interact with the client to obtain information required to prepare a proposal
  • Manage the proposal delivery process to clients
  • Triage client requests or complaints
  • Coordinate tradeshow, meetings, and industry events (registration, attendance, supplies, post-event follow up) in support of business development activities
  • Partner with internal customers to manage client relationships
  • Communicate effectively with all contacts regarding proposals and studies
  • Answer phones and other office management duties

Requirements

Qualifications

  • High school diploma or higher
  • 1-2 years customer service experience in a professional environment
  • PC Proficiency, particularly in Microsoft Office and Google Suite preferred
  • Experience in B2B sales environment or in business development role a plus
  • Exceptional accuracy in written and oral communication
  • Experience using a CRM highly preferred; experience using Microsoft Dynamics a plus

Working Conditions

Standard office environment with frequent computer use. Occasional necessity to lift and carry packages weighing up to 30 pounds.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Equal Employment Opportunity/M/F/disability/protected veteran status

Original posting on Reserve Advisors LLC's site ↗

Listed on hirly, a job board. hirly is not the employer: Reserve Advisors LLC is hiring for this role.

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