Account Services Representative bei Realityworks

Join Our Team at Realityworks!

Who We Are

Realityworks is a 100% employee-owned company headquartered in Eau Claire, WI. We’re passionate about transforming education by providing innovative, hands-on learning solutions that prepare students for real-world careers.

What We Do

We develop comprehensive educational products that combine curriculum, experiential learning tools, student activities, and assessment resources. Our solutions are trusted by middle schools, high schools, and post-secondary institutions across the country to engage learners, develop critical skills, and inspire career exploration.

Why Join Us

When you join Realityworks, you become a co-owner in a company that values your contributions and rewards your success. Our employee-centered culture is built on collaboration, innovation, and shared achievement.

We offer a robust benefits package, including:

• Employee Stock Ownership Plan (ESOP): 100% company-funded and designed to grow in value as we succeed together
• Health, Dental, and Life Insurance: Comprehensive coverage to support your well-being
• 401(k) Retirement Plan: With company match up to 6%
• Generous Paid Time Off: Over 20 days annually, plus 10 paid holidays
• Wellness Incentives: Gym reimbursement and healthy living rewards
• Family-Friendly Benefits: Paid maternity, paternity, and adoption leave
• Flexible Spending Accounts: Including dependent care coverage
• Disability Coverage: Long-term and short-term
• Education Support: Tuition assistance for continued learning
• Community Engagement: Paid volunteer time and donation matching

The Opportunity: The Account Services Representative 

The Account Services Representative (ASR) plays a crucial role in driving new business by generating qualified opportunities and targeting key accounts through diverse strategies. The ASR works in partnership with Account Managers in high-performing territories, supporting transactional sales, and engaging in call lists and new account discovery. This position leverages internal technology for account research, engages customers over the phone to facilitate product orders, and diligently follows up on leads generated from marketing campaigns.
 

Key Responsibilities: 

• Identifies new prospects and engages with existing customers to explore sales opportunities and fulfill customer needs
• Conducts a high volume of outbound telephone dials on a daily basis
• Collaborates closely with Account Managers in high-performing territories to support transactional sales efforts with weekly meetings to discuss strategy and outcomes
• Works on call lists and hot leads and engages in new account discovery initiatives to expand the customer base
• Stays informed about product features, compatibility, pricing, supporting materials, and available discounts/promotions
• Responds promptly to requests for information and qualifies leads generated from inbound inquiries
• Addresses customer inquiries via phone and email regarding product features, pricing, purchasing processes, and more
• Maintains post-sale contact with clients to facilitate a positive and productive long-term relationship
• Establishes strong customer relationships including problem resolution with customers about any account problems, concerns, needs, and more and communicates those issues with the company
• Records accurate and timely records within the company’s CRM system
• Assists with order processing and proofing, handling credit card transactions, performing CRM data cleanup, managing inbound call queues, and responding to website chat inquiries as needed
• Attends and participates in regular sales meeting and training sessions
• Performs other additional duties as assigned or required 

What You'll Bring: 

• Proficient in computer use and common software applications, with the ability to quickly adapt to new tools and technology
• Exceptional communication and interpersonal skills
• Ability to work independently and collaboratively as part of a team to achieve shared goals
• Strong attention to detail to ensure accuracy and consistency in work
• Highly professional phone etiquette with the ability to communicate with clarity, patience, and empathy
• Strong organizational skills with the ability to prioritize tasks and manage time effectively
• Ability to handle interruptions while maintaining focus
• Proficiency in CRM software and sales tracking tools
• Understanding of credit card processing protocols and best practices
• Ability to learn and use production or order management software to track and fulfill customer orders accurately
• Ability to multitask and work in a fast-paced environment

REQUIRED QUALIFICATIONS: 

• High School Diploma or its equivalent (GED); Bachelor’s degree in Marketing, Communications, Business Administration, or a related field is preferred
• Proven experience in sales or customer service roles
• Advanced skills in Microsoft 365 applications, particularly Outlook, Word, and Excel 
• Strong familiarity with Customer Relationship Management (CRM) systems, such as NetSuite or similar

PHYSICAL DEMANDS: 

• Prolonged periods of sitting at desk and working on a computer
• Must be able to talk, listen, and speak clearly on the telephone or video
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

TRAVEL REQUIREMENTS: 

WORK LOCATION:  

• Realityworks, Inc. is located in Eau Claire, WI.  This is a fully remote position within WI, working from a home office. 

WORK ENVIRONMENT:  

• Sedentary with occasional walking and standing in a general office setting 
• Minimal presence of hazards