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AI Summary

The Major Account Sales Assistant supports sales representatives by managing product inquiries, processing orders, and maintaining accurate documentation in Salesforce. They also build customer relationships, handle inquiries, and assist with upselling and cross-selling opportunities.

SUMMARY
The Major Account Sales Assistant role responsible for accurate, timely and quality transactions of all products and solutions to company’s Sales Representatives that contribute to a high level of client satisfaction.

JOB RESPONSIBILITIES
• Assist Major Account Sales Representatives by performing sales support activities including product inquiry, preparing quotes, proposals, obtaining vendor quotes and checking availability of product.
• Process orders and supporting documentation which includes vendor quotes, special pricing requests, configurations, PO documentation, lease documentation, etc. to our Purchasing Department
• Administrative duties in Salesforce as needed such as creating new opportunities, cases, validation of closed opportunities having products, correct terms, assigning accurate sales rep, etc.
• Build customer relationships in a variety of ways, including answering client inquiries from phone, fax, email, and mail.
• Upsell and cross-sell when opportunities arise.
• Registration of accounts for NBO and special bid or big deal pricing as needed.
• Create and manage Salesforce reporting and validation of accurate opportunities.
• Maintain product training by staying current with products, technology, recalls, etc.
• Attend events to drive demand for company’s solutions and develop relationships with customers.
• Provide backup to other Inside Sales team members as needed.
• Attend required company and departmental meetings.
• Act in accordance with company policies and procedures as set forth in the Employee Handbook.
• Perform other related duties as assigned.

QUALIFICATIONS
• Strong decision making, time management, accountability, and high level of written and verbal communication skills.
• Customer oriented and complaint resolution.
• Proficiency with business collaboration tools including MS Office applications, Outlook, vendor software and company specific programs.
• Excellent verbal communication skills with internal and external clients.
• Manage varying workloads from designated Sales while prioritizing effectively.
• Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
• Highly organized, ability to maintain accurate and detailed reports.
• Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Works well in group problem solving situations.
• Self-starter with the ability to perform with little or no supervision with critical thinking skills.
• Strong ability to exercise independent judgment and critical thinking.
• Takes initiative.
• Manages conflict with a healthy approach and desired outcome.

JOB REQUIREMENTS
• Should be willing to accept a long-term work-from-home arrangement.
• Should be amenable to a permanent night shift schedule. Hours may vary and include nights, weekends, and holidays.

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