Sales Support Specialist

As a Sales Support Specialist, youll be at the heart of keeping our business humming. This role is responsible for project management from Order to delivery. From coordinating key administrative tasks to fostering seamless cross-team communication, youll help drive the efficiency that powers our success. Specialists are all about proactive organizationmanaging workflows, maintaining precise records, and ensuring data accuracy to track opportunities and resources effectively. In this role, youll also support invoicing, and business development efforts, aligned with our strategic goals. This role is designed to keep our operations efficient and focused, so our team can deliver meaningful results.

Please note this is NOT a Sales Position; this role coordinates after the sale processes including ordering & tracking through delivery & billing.

Essential Duties and Responsibilities

The essential functions include, but are not limited to the following:

• Approval and reconciliation of order confirmations and vendor invoices against purchase orders
• Communicate with vendors, customers, and parts/sales/service departments as related to project
• Create delivery & warranty registration packages including title transfers for motor vehicles.
• Create sales packages via data entry of sales orders, purchase orders, & work tickets for production
• Prepare sales packages for account billing and pay applications
• Process accessory item purchasing to meet install and delivery timelines
• Provide sales support by requesting vendor quotes or stock inventory pricing and availability
• Receive and communicate sales leads via phone, email, & website to sales department
• Record keeping for sales department of sales goals & financial forecasting
• Review and execute construction contracts while providing supporting documentation as required
• Source product and company information to assist sales in generating quotes
• Track vendor completion, shipping, inspections, and deliveries for each sale
• Establishes and maintains strong working relationships with all levels of the organization including co-workers, management, customers, and vendors as applicable

Minimum Qualifications

• 2 years experience in sales support, vendor procurement, and/or a client success role
• Proficient with Microsoft Office Suite: Excel, Word & Outlook
• Project Coordination experience a plus
• Familiarity or hands-on experience with a CRM (e.g. Salesforce)
• Experience with an ERP (Sage Software experience is a plus)
• Excellent organizational skills, high attention to detail and the ability to work effectively with limited guidance
• Demonstrated ability to manage multiple tasks effectively, adapting to shifting priorities and deadlines
• Passion for thinking creatively to solve problems and drive innovative solutions
• Bright, energetic professional with outstanding interpersonal skills with the highest personal and business integrity

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform the functions.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The employee is occasionally required to lift and/or move up to 15-30 pounds. The employee will be sitting at a desk for prolonged periods working in front of a computer.

Note

This job description in no way states or implies that these are the only duties to be performed by the employee(s) of this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities.

To perform this job successfully, the employee(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an at-will relationship.

SWS Equipment is an equal opportunity employer, drug-free workplace, and complies with ADA regulations as applicable.