What are the responsibilities and job description for the Sales Administrator - Service position at 360 Energy Solutions LLC?
ROLE SUMMARY: This position will ensure the Sales work order process is managed and completed in an efficient and accurate manner. The goals are to assist the Sale Team throughout the workday and take care of our customer needs. The primary responsibilities of the position consist of, but are not limited to:
- Closing open work orders.
- Obtain purchase order (PO) number from the customer if the customer's protocol is to give out PO's.
- Follow up with open work order to make sure work requests and opportunities are created in a timely manner.
- Utilizing the WIP report to make sure we are moving work order to the correct status.
- Collaborate with different departments to close work orders
- Periodically call customers to provide updates or obtain additional information from for open opportunities
- Compile reports for sales and accounting
- Helping with taking payments and invoicing
- Creating and updating customer database and records
- Follow up with open opportunities and proposals in the CRM
- Follow up with other inter-company departments on open issues.
- Consistent, regular, and reliable attendance including being ready for work at the designated start time.
- Performs other duties as assigned.
REQUIREMENTS/EXPERIENCE:
- Previous billing and customer service experience is highly preferred.
- Must have strong computer skills and working knowledge of Microsoft Word, Excel, and Outlook. Previous ERP experience is a plus.
- Possess excellent verbal and written communication skills.
- Excellent time management skills and the ability to communicate with all levels of coworkers, as well as customers.
- Language Skills - Intermediate: Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of the organization.
- Mathematical Skills - Basic: Ability to add and subtract two-digit numbers and to multiply and divide with 10's and 100's. Ability to perform these operations using units of American money and weight measurement, volume, and distance.
- Reasoning Ability - Basic: Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.