Internal Sales Executive

Unified Support; Maidenhead; On-site; GBP 26,000 - 38,000; Full time

Job summary

Unified Support is seeking an Internal Sales Executive to own the internal sales process, providing operational support to AV integrator customers and internal teams from Maidenhead.

Key duties include creating and processing sales orders in ConnectWise, checking data accuracy, expediting rush orders, managing procurement, coordinating with vendors, and ensuring timely invoicing and communication.

Qualifications

• Experience in sales order processing.
• Familiar with ConnectWise or similar CRM.
• Ability to liaise with vendors and customers.
• Strong data accuracy and attention to detail.
• Excellent communication via phone and email.
• Experience with procurement and invoicing processes.

Responsibilities

• Create and process sales orders in ConnectWise.
• Check data accuracy in orders and invoices.
• Expedite rush orders and modify orders as needed.
• Respond to customer inquiries by phone and email.
• Coordinate procurement with UK and overseas vendors.
• Liaise with Project Manager and Finance on invoicing.
• Maintain CRM records and update lead times.

Skills

Order processing

ConnectWise

Vendor negotiation

Data accuracy

Customer service

Procurement

Communication

Tools

CRM software

Internal database

ERP system

Job description

Internal Sales Executive (ISE)

Brief Overview of Role:

To provide high-quality operational support to an Audio-Visual Integrators customers and internal business functions. Owner of the internal sales process, ensuring orders are delivered within agreed timescales. This role is office-based and applicants need to live within a short commute of my client's Maidenhead offices.

Internal Sales Executive Accountabilities Include:

Sales Support Activities:

• BTO Participant - create and process sales orders in alignment with the Sales predicted Forecast figures within scorecard timeframes on ConnectWise.
• Check data accuracy in ConnectWise orders and invoices.
• Ensure sales targets are met and report any deviations.
• Expedite requests for rush orders and alter sales orders and shipping data as needed.
• Acknowledge customer orders that have been emailed and process them accordingly.
• Managing customer-supplied equipment, ensuring lead times and PO numbers are entered on the CRM System
• Email monitoring
• Processing project changes
• Upon project completion, check the accuracy of project finances and initiate the invoice for finance. Manage part invoicing, liaising with the Project Manager and Finance
• Answer phone calls from customers and respond to emails the same day, and out of office cover for Sales.
• Answer the reception phone
• Undertaking any other ad-hoc duties as assigned.
• Report unusual activity to the team manager.
• Attend product awareness sessions and participate in product and industry training
• QMS and Quality Policy awareness and development.

Procurement:

• Responsible to source, negotiate & purchase materials from both UK and overseas vendors.
• Compare and evaluate offers from vendors. Evaluate vendors quotations to ensure that they are in line with the technical & commercial specification required for the project.
• Negotiate extended credit terms and costs from vendors.
• Track orders and liaise with vendors to ensure timely delivery to deadlines.
• Review the quality of purchased products.
• Enter order details (e.g., vendor qty, prices) into the internal database.
• Maintain updated records of purchased products and delivery information.
• Advise Internal and external teams on issues regarding purchasing terms & conditions.
• In charge of daily operational purchasing needs such as planning, issuing & following up on Purchase Orders, delivery, and shipment schedules.
• Resolve supply, quality, service, and invoicing issues with vendors.
• Evaluate Supplier performance based on quality standards, delivery time & best prices and ensure all the criteria are met according to the organizational requirements & expectations.
• Coordinate with the Warehouse in proper storage of procured equipment.
• Responsible for implementing internal procurement strategies to cater to high delivery & short lead time requirements.
• Negotiate and Organise Returns where required.
• Create & maintain good relationships with key suppliers to ensure merchandise is high quality & delivered on time.

Critical Success Factors:

• Achieving High levels of customer satisfaction.
• Demonstrations of ownership of problems.
• Delivering projects within agreed timescales.
• Comply with departmental processes and procedures.