Job Description

SALES ADMINISTRATOR RESPONSIBILITIES

Job Duties revolve around four core tasks:
*PROPOSAL PREPARATION *CUSTOMER ACCOUNT RECONCILIATION*
DATABASE MANAGEMENT * NEW ACCOUNT SALES SUPPORT

In a position of support to the Sales Team, responsibilities include tasks that directly and indirectly affect sales revenue:
Surveys & Proposals
(Responsible for preparing and evaluating incoming opportunities)
o Review Sharepoint documents for accuracy based on department guidelines
? Pricing, materials, and labor hours
o Ensure documents are saved both electronically and in organized office files
? Maintain a file which includes original, correspondence, changes, deviations, amendments, and clarification documents
o Forward to Outside Sales Rep for presentation
o Update Dynamics database for Territory Pipeline tracking
o Communicate with O/S Rep for Pipeline accuracy

New Account Start-Ups
(Responsible for ensuring that all new account tasking and contact profiles are ready for dispatching )
o Prepare Sharepoint startup document for Customer Service
? Pricing, materials, and labor hours
? New Account company profile
? Request Credit Limit

Customer Account Reconciliation/Revisions
(Responsible for preparing, analyzing, and revising contracts)
o Access revision request to decern action needed
? Coordinate as required
? Communicate directly with Customer as needed
o Reconcile current tasking vs suggested changes
? Review Customer Contract file and Dynamics dispatch database
? Calculate revisions on Excel bid spreadsheet
o Prepare revised Agreement/Revision letter
o Forward documents to O/S Rep for customer approval
o Update Dynamics pipeline for appropriate O/S Rep
o Track details and follow communication with customer
? Keep organized/detailed file records
? Maintain a file which includes original, correspondence, changes, deviations, amendments, and clarification documents
o Update Customer Contract file upon signing or refusal
o Prepare revision start-up form for Customer Service

Support closing of PM Sales
(Responsible for preparing, analyzing, and revising contracts)
o Act as connecting piece between the Customer and the O/S Rep
o Communicate with O/S Rep for Pipeline accuracy
o Follow up calls as requested by Outside Sales
o Send follow up emails as requested by Outside Sales
o Check Dynamics for Recap notes/updates by O/S Rep

Account Cancellations
(Responsible for ensuring Previous Customer information is set for future follow up)
o Document cancellation notes/specifics in Dynamics
o Review criteria with O/S to determine if account is acceptable to prospect and earn business again.
o Set new call activity for appropriate TeleSales
o File in Contract Cancellations

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.

Job Snapshot

• Employee Type:Full-Time
• Location:Fullerton, CA
• Job Type:Admin - Clerical
• Experience:None
• Education:None
• Date Posted:5/6/2024
• Contact: Bertie Mura (714) 988-2843
• Pay Range: $23.00 - $25.00 Hourly

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