Account Representative - Transformer Laboratory Services

Position Summary

The Laboratory Account & Program Manager – Transformer Laboratory Services (TLS) owns the day-to-day relationship with RESA Powers laboratory customers. This role keeps customers on their recurring sampling schedules, reviews laboratory reports for findings that call for follow-up, and turns those findings into retests, additional testing, field services, and products. The primary goals are customer retention and growth within existing accounts.

This position works closely with laboratory operations, project managers, field service teams, and RESA sales representatives, locations, and leaders to expand the laboratorys relationship with customers, including additional sites and services. The role also handles quoting, order entry, and customer coordination so work moves accurately from quote to scheduled job to invoice.

This is an individual contributor role with no direct reports. The position offers a potential path to an Outside Sales role for candidates who demonstrate the ability to source new business and support customers at a more technical level.

Responsibilities

- Proactively contact assigned customers ahead of their annual, semiannual, quarterly, or other recurring sampling due dates to confirm schedules, secure purchase orders, and get sampling booked.

- Use the laboratorys due-date tracking tools and systems to identify customers who are due, overdue, or lapsed, and follow up until each is scheduled or closed out.

- Review laboratory reports for flagged or abnormal results and contact customers to recommend appropriate next steps, such as retests, increased sampling frequency, additional diagnostic testing, or field services.

- Track report-driven follow-ups from first customer contact through quote, scheduled work, and completion.

- Serve as account manager for assigned key accounts, including regular proactive check-ins, account reviews, and timely resolution of customer questions and concerns.

- Grow existing accounts by recommending other products and services within RESA Powers portfolio, including field oil sampling, Sample Guard enclosures, inhibitor additions, top-offs, and other transformer services.

- Build relationships with customer site contacts to learn about the customers other facilities and equipment, and work to bring additional sites under RESA Powers laboratory services.

- Re-engage former and lapsed laboratory customers.

- Partner with RESA Power sales representatives, locations, and leaders to identify and win laboratory work, including support for commissioning-to-monitoring handoffs on new projects.

- Source new laboratory customers as opportunities arise, with growing responsibility for new business development over time.

- Prepare and enter quotes, customer orders, and opportunities accurately and on time in RESA Powers systems, including CRM, Relay Desk, and laboratory systems.

- Obtain purchase orders and method of payment from customers and confirm billing details are complete and accurate.

- Coordinate with project managers, field service teams, and laboratory staff to schedule sampling and field work as needed.

- Support Accounts Receivable by contacting customers about past-due invoices when requested.

- Keep customer records, contacts, and account notes current so account history is clear to the team.

- Communicate laboratory results, turnaround times, and service expectations clearly and professionally; escalate complex technical questions to the laboratorys technical staff.

- Represent RESA Power at customer meetings, RESA Power locations, and industry events as needed.

- Conduct all work and decisions in compliance with applicable regulatory requirements, company policies, safety expectations, and RESA Powers core values.

- Other duties as assigned.

Required Experience and Qualifications:

- Associates or Bachelors degree in a technical, scientific, or business field, or equivalent experience.

- Minimum of 5 years of related experience in transformer oil testing, transformer services, electrical testing, condition monitoring, or technical customer support or sales in the power industry.

- Working knowledge of transformers and transformer oil diagnostics strongly preferred, including the purpose of routine tests such as dissolved gas analysis (DGA), moisture, dielectric breakdown, and oil quality testing.

- Ability to read laboratory reports, recognize flagged or abnormal results, and explain recommended next steps in plain language.

- Candidates with a solid base understanding of transformers and the value of oil analysis will be considered; training in laboratory diagnostics will be provided.

- Experience in account management, customer retention, or business-to-business sales preferred.

- Experience with CRM and order-entry systems; strong data entry accuracy and attention to detail.

- Strong organization and follow-through, with the ability to manage recurring outreach across many accounts.

- Strong written and verbal communication skills, including confident proactive phone and email outreach.

- Ability to work effectively with laboratory, field service, sales, and accounting teams.

- Competent with Microsoft Office Suite (Word, PowerPoint, Excel, Outlook).

- Ability to work independently, onsite in Sacramento or remotely, while staying closely aligned with laboratory operations.

- Ability to travel approximately 10–15% to RESA Power locations and customer sites.

- Valid drivers license required for travel or use of a company/rental vehicle.

Who we are!

RESA Power is a dynamic, people first organization that prides itself on being the employer of choice in its industry! RESA is fortunate to have an extraordinarily talented group of people who take pride in everything they do! RESA Power has locations throughout the United States & Canada. We are a trusted service provider committed to ensuring the safety, performance, and compliance of electrical distribution systems. With a track record of long-term partnerships and excellence in customer experience for nearly a decade!

Our Mission

Ensure reliable and safe mission-critical power across our customers electrical infrastructure lifecycle.

Our Vision

To be the premier, first-choice, trusted provider in the US and Canada for critical power services and products by delivering the best customer and employee experience in the industry.

Core Cultural Competencies

We do it right

- We pride ourselves on our integrity and expertise. We dont cut corners.

- You perform job responsibilities safely, efficiently, and thoroughly all day, every day.

- You conduct yourself professionally, ethically, and honestly.

- You display sound judgment and decision-making skills. You avoid choosing courses of action that assume unreasonable risk to yourself or the Company.

- You are on time and preplan time off.

- You produce a quality product.

We are customer driven

- Our number one concern is our customers and our long-term relationships with them prove our dedication.

- You approach job responsibilities with enthusiasm, professionalism, and in a customer focused manner.

- You promote goodwill by handling all contacts (example: coworkers, management, vendors, customers, etc.) with respect, courtesy, cooperation, attentiveness and following instructions from management.

We focus on growth

- We are dedicated to growing the company and our employees.

- You understand and apply your knowledge of techniques, policy, procedures, equipment, and skills involved in the job.

- You seek out new assignments and assume additional duties.

- You seek to expand your abilities (certifications, continuing ed, OTJ experience, etc.).

We solve problems

- Every day is different, so we need to be innovative, decision makers, flexible and adaptable.

- You efficiently and thoroughly complete assignments.

- You perform work assignments independently.

- You propose new ideas and find better ways of doing things.

We get it done

- We are efficient, reliable and no nonsense. We work hard, but we also play hard.

- You follow through on commitments in a timely way.

- You produce easily understandable and accurate reports that meet customer and/or Company expectations.

- You actively listen. You seek advice and help as appropriate.

- You can effectively deliver messages to a variety of individuals (RESA employees, vendors, customers, etc.).

We build strong relationships

- Our leaders are servant leaders. We provide you with the support of a well-run company, but the connectedness of a family. We collaborate with each other and our customers.

- You collaborate to create the best solutions for each other and our customers.

- You build strong relationships within the team, across RESA departments and locations and with customers and vendors.

Additional Information

Location: Onsite at our Sacramento, CA location

Compensation: $36-$40/hr

Travel: Up to 15% travel, based on business need.

Physical Demands: Occasionally lifting 25lbs. Position sits completing computer and phone work.

RESA Power is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, or veteran status.