Job Description
Job Description
Job Summary
Under direct supervision, follows established procedures and guidelines to provide timely and effective
administrative support to the sales team. Tracks and reports on the progress of sales team projects. Creates
simple reports and presentations.
Essential Duties and Responsibilities
1. Sets up all accounts for new customers.
2. Supports the development of sales forecasts and budgets by collecting and compiling sales data. Makes standard calculations to accurately compile and report sales statistics.
3. Collects and may analyze or interpret customer data. Reports on findings to department management.
4. Provides timely responses to customer requests for literature, samples, stock lift and RGA assistance,
credits/debits and order information.
5. Maintains complete customer electronic and paper files, including quotes, contracts, business
requirements, insurance certifications, etc.
6. Processes customer debits and credits related to RGAs, inventory shortages, pricing errors, warranties,
promotional allowances, customer meetings, etc.
7. Assists sales staff with internal requirements to complete quotes, sales plans, sales reporting, budget
reports and presentations.
8. Tracks and reports on progress of sales team projects.
9. Creates presentations for sales reports and financial or market information.
10. Monitors and reports on the results of sales promotions.
11. Performs other duties as assigned.
Minimum Level of Education and Training Required
Requires an Associate’s degree in a related field and 3-5 years of relevant experience, or an equivalent
combination of education and experience.
Minimum Level of Knowledge and Skills Required
Knowledge of Sales procedures and terms Ability to make simple calculations
Ability to collect, analyze and summarize data and
Good written and oral communication skills and good presentation skills
Competent level of experience using Microsoft Word, Excel and PowerPoint
Working knowledge of Business Intelligence platforms, customer relationship databases such as Stratum
or Act for Notes, and inventory tracking systems such as AS400 or BPCS4
Strong attention to detail
Good customer service skills
Strong organizational and time management skills