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AI Summary
The role involves managing pre- and post-sale activities, including generating quotes and processing orders via ERP. It also requires coordinating with internal teams to resolve customer inquiries and support account managers with administrative tasks.
- Engages with customers via telephone or electronic inquiries to address inquiries and admin-related activities
- Coordinates pre- and post-sale actions to ensure customers are meeting TIC certification requirements and product or service adoption timelines
- Works within standard operating procedures under supervision to develop and share quotes using standardized pricing tools
- Client follow-up and aid in turning quotes into orders. Process quotes into Orders using ERP
- Support account managers & SE/ISEs by performing included but not limited to admin-related tasks
- Applies experience and skills to complete assigned work within own area of expertise
- Connects customer to appropriate UL personnel (Account Manager, SEs/ISEs, delivery teams and engineers, etc.) when appropriate
- Track account history and supply data from internal sources as requested by account owners and representatives to facilitate deeper knowledge of account and account opportunities
- Collaborates with internal resources to resolve customer inquiries and ensure that the customer receives the proper message to ensure complete understanding and results requested
- Based on the relationship and deep understanding of the customer and needs, provides input to account manager or SE/ISE to inform sales strategy where applicable
- Build an internal UL problem-solving network and proactively engage internal personnel to
- anticipate problems, improve delivery, and develop solutions that improve ULS’ customer experience
- Meet established timelines for pre-and post-sales activities.
- Works with a moderate degree of supervision
- Performs other duties as directed.
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