Sales Associate

Ptsupply; Burlington; On-site; CAD 40,000 - 55,000; Full time

Job summary

A leading supply company located in Burlington is seeking a Customer Service Representative to support Account Managers and assist with customer inquiries. The ideal candidate must have strong communication and organization skills, a high school diploma, and some customer service experience. Responsibilities include using CRM systems to manage customer information and providing quotes. This role offers opportunities for growth and is based in a dynamic work environment.

Qualifications

• High School Diploma required; college degree preferred.
• 1-2 years of previous sales or customer service experience preferred.
• Wholesale distribution experience is a plus.

Responsibilities

• Learn CRM and ERP systems to assist customers and Account Managers.
• Enter quotes and orders while engaging with customers.
• Consult with prospects and assist in recapturing lost customers.

Skills

Attentive to Detail

Communication Skills

Customer/Employee Relations Skills

Strong Selling Skills

Problem-Solving Skills

Mathematical Skills

Strong Organization Skills

Education

High School Diploma

Bachelor's Degree (preferred)

Job description

Key Responsibilities

1. Learning the functionality of company CRM and ERP systems (Salesforce, SXe, PowerBI) to properly locate important customer information, product information, and execute quote and order entry.
2. Assisting Account Managers with Customer Inquiries through the Power & Tel website and provide quotes or information to the customer as needed.
3. Conduct outbound call engagements (prospecting) and develop quality leads/opportunities to pass to the appropriate Account Manager within a specified region.
4. Accurately forecast and track leads & activities (calls, emails, meetings) using Salesforce CRM.
5. Convey product knowledge to potential customers/prospects, adhering to company messaging and positioning.
6. Consult with prospects to uncover how Power & Telephone Supply can solve their business challenges, then work with customers to define opportunities and allocate to other sales channels.
7. Assist Territory Account Manager in recapturing “Lost Customers” that have not purchased from Power & Tel.
8. Maintain customer files (current quotes, correspondence, plans, problems, etc. and updates customer information in the computer system).
9. Enter quotes and orders into the computer system while on the phone with the customer.
10. Assist in advising District Sales Managers (DSMs) of all pending quotations, bids, leads, competitive information, and sales possibilities.
11. Establish GP% to be used in bids, process Return Authorizations, send out correspondence & literature, and work back‑order reports.
12. Maintain close contact with the Purchasing Department (advises of low/high stock levels, competitive market prices, and vendor pricing discrepancies).

Additional Key Responsibilities (Account Managers)

• Set up initial and follow up calls on high‑quality sales opportunities including leads from P&T marketing campaigns, distribution partners, tradeshows and conferences.
• Serve as back up to Account Managers that are on vacation within a specific territory.
• Quickly and confidently qualify leads with customer service.
• Department cross‑training & self‑development, focusing on the skills and/or attributes that will make you successful in your core role and get you set for future success and advancement.
• Maintain the integrity of the ERP/CRM systems by updating or deleting obsolete customer information and notes when necessary.
• Other duties as assigned.

Skills Needed

• Attentive to Detail
• Clear Phone Voice
• Communication Skills
• Customer/Employee Relations Skills
• Diplomacy in Difficult Situations
• Flexible to Change
• General Computer Skills
• Mathematical Skills
• Microsoft Excel
• Microsoft Word
• Motivation Skills
• Problem‑Solving Skills
• Strong Negotiation Skills
• Strong Organization Skills
• Strong Selling Skills
• Typing Skills

Minimum Educational Requirements

High School Diploma. A college degree is preferred, but is not required.

Experience Required

The successful candidate will have 1 to 2 years previous sales or Customer Service experience. Wholesale distribution experience is preferred, but is not required.

NOTE

The purpose of this outline job description is to focus attention on the most important aspects of the job. It is not intended to be a complete list of every duty and it is therefore to be expected that the day to day performance of the job will frequently include tasks not listed above. The list of duties for which the job holder is responsible may be varied or added to at the discretion of your manager. Any such alterations intended to be permanent will be added to this job description.

Qualifications Education

• Required: High School
• Preferred: Bachelors

Behaviors

• Loyal: Shows firm and constant support to a cause
• Enthusiastic: Shows intense and eager enjoyment and interest
• Dedicated: Devoted to a task or purpose with loyalty or integrity
• Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well

Motivations

• Work-Life Balance: Inspired to perform well by having ample time to pursue work and interests outside of work
• Self-Starter: Inspired to perform without outside help
• Growth Opportunities: Inspired to perform well by the chance to take on more responsibility
• Goal Completion: Inspired to perform well by the completion of tasks
• Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization

Licenses & Certifications

• Required: Drivers License

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.