Now Hiring - C&L Refrigeration - Construction Repair And Maintenance Services Sales Administrator in Fullerton, CA

Full description of the position

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)

• Review SharePoint documents for accuracy based on department guidelines.
• Pricing, materials, and labor hours
• Insure JHA has been completed in timely manner.
• Ensure documents are saved both electronically and in organized office files.
• Maintain a file which includes original, correspondence, changes, deviations, amendments, and clarification documents.
• Forward to Outside Sales Rep for presentation
• Update Dynamics database for Territory Pipeline tracking.
• 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)

• Prepare SharePoint startup document for Customer Service
• Pricing, materials, and labor hours
• New Account company profile
• Send C&L Thank You email to Customer for additional information.
• Request Credit Limit

Customer Account Reconciliation/Revisions

(Responsible for preparing, analyzing, and revising contracts)

• Access revision request to decern action needed
• Coordinate as required.
• Communicate directly with Customer as needed.
• Reconcile current tasking vs suggested changes.
• Review Customer Contract file and Dynamics dispatch database
• Calculate revisions on Excel bid spreadsheet.
• Prepare revised Agreement/Revision letter.
• Forward documents to O/S Rep for customer approval
• Update Dynamics pipeline for appropriate O/S Rep
• 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.
• Update Customer Contract file upon signing or refusal.
• Prepare revision start-up form for Customer Service

Support closing of PM Sales

(Responsible for preparing, analyzing, and revising contracts)

• Act as connecting piece between the Customer and the O/S Rep
• Communicate with O/S Rep for Pipeline accuracy
• Follow up calls as requested by Outside Sales
• Send follow up emails as requested by Outside Sales
• Check Dynamics for Recap notes/updates by O/S Rep

Account Cancellations

(Responsible for ensuring Previous Customer information is set for future follow up)

• Document cancellation notes/specifics in Dynamics
• Review criteria with O/S to determine if account is acceptable to prospect and earn business again.
• Set new call activity for appropriate TeleSales
• File in Contract Cancellations

Important skills:

• Excel-Basic
• CRM-Contact database management experience-Proficient
• Microsoft Office- Competent
• Adobe PDF-Competent
• Accounting- Previous business experience a must.

Misc. Software-any experience a plus:

• Teams
• SharePoint
• Dynamics

Job Type: Full-time

Pay: $23.00 - $25.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Day shift
• Monday to Friday

Work Location: In person