Pre-Sales Coordinator

www.findapprenticeship.service.gov.uk - Jobboard; Great Yarmouth; On-site; GBP 25,000 - 35,000; Full time

Job summary

A client company in Great Yarmouth is seeking a Pre-Sales Coordinator to assist the sales team with pre-sales queries and administration. The role involves managing customer information, supporting sales processes, and ensuring a positive customer experience. Ideal candidates will have customer service experience, strong IT skills, and familiarity with CRM systems. This position offers a full-time contract with opportunities for career development and benefits.

Benefits

Company Pension scheme

Private Health insurance

Enhanced Maternity and Paternity benefits

Health Assured Employee Assistance Program

23 – 27 days Annual Leave

Free coffee, tea and fruit

Free parking and electrical car charging points

Family and corporate events

Qualifications

• Previous customer service experience is essential, preferably in a sales environment.
• Experience with CRM and finance systems.
• Ability to create and manage data within business systems.

Responsibilities

• Support sales and business development teams with pre-sales activities.
• Administer sales orders and related documentation accurately.
• Manage pending sales orders and stock availability.

Skills

Customer service experience

CRM systems proficiency

Strong IT skills

Job description

P+S Personnel are pleased to be working on behalf of our client, who is currently recruiting a Pre-Sales Coordinator to join their team based in Great Yarmouth on a full-time, permanent basis.

Role Summary:
You will be responsible for supporting our sales team with all pre-sales related queries to ensure we provide an outstanding customer experience from point of customer order. This is a demanding role that requires high motivation, excellent prioritisation skills, and the ability to quickly absorb and retain detailed customer and process knowledge.

Main Responsibilities:
• Provide support to the sales and business development teams and our Channel Partners to ensure we deliver an outstanding customer experience throughout the entire operations cycle.
• Provide pre-sales administration support to ensure all sales orders, proforma invoices, sales invoices, despatch notes and any other sales related documentation are raised accurately and quickly.
• Provide support to account management team on issuing quotations to customers as required.
• Provide support on the despatch of orders containing Dangerous Goods (batteries).
• Provide support on the Management of export regulation/Sanctioned countries & End User Statements
• Manage pending sales orders, monitoring stock availability/payments and keep customers informed to set correct expectations.
• Raise purchase order requests to Supply Chain Operations accurately and efficiently as required.
• Work closely with couriers/freight forwarders for quotations & shipping restrictions.
• Provide freight quotations to customers.
• Assist sales team in collating sales related documentation for Key/Account Managers as requested, for example stock/sales reports.
• Assist sales team in creating targeted marketing campaigns and customer updates, including but not limited to extranet alerts & bulk emails.
• Complete month end procedures within 1 working day as per guidelines from Operations Team Leader.
• Complete ad-hoc operations admin related tasks/projects as requested by Operations Team Leader.
• Provide cover support to the post-sales co-ordination team on an ad hoc basis as requested by Operations Team Leader.
• Assist with creation & data management within relevant CRM & Finance systems.
• Work as a team with our Business Development Specialists, Account Managers, Airtime team, Pre-sales Technical
• Engineer and Finance Business Partner as well as other teams who will compliment and support your efforts.
• Responsible for ensuring best customer experience to assist with customer retention.
• Follow documented sales processes and identify any changes to improve efficiencies and increase productivity.
• Understand the Business Unit Budget.
• Keep CRM up to date with customer information.
• Train new members of the operations team.

Qualifications and Experience:
• Previous customer service experience is essential, preferably in a sales environment.
• Experience of CRM systems & finance systems.
• Ability to create and manage data within business systems.
• Strong IT skills (Microsoft Office and Outlook essential).

Person Specification:
• Ideally from a background customer service, in a sales environment.
• Ability to efficiently manage multiple customer projects at a time, while maintaining sharp attention to detail.
• Self-Starter, initiative, inquisitive, driver for high performance.
• To have up to date knowledge of H&S working directives and good practice.
• Ensure you are handling customer information in a confidential and GDPR compliant manner, spotting and acting upon potential breaches.
• To always promote the Company and the work of the team in a positive manner.


Working Hours and Benefits:
• Monday – Friday.
• Career development and opportunity to learn and grow.
• Company Pension scheme (including salary sacrifice).
• Private Health insurance for you (with the option of adding family members).
• Life Assurance (4 x salary).
• Enhanced Maternity and Paternity benefits.
• Health Assured Employee Assistance Program (EAP).
• 23 – 27 days Annual Leave.
• Free coffee, tea and fruit.
• Free parking and electrical car charging points.
• Family and corporate events.

If this is a role you are interested in, please apply online ensuring your CV is up to date.

Alternatively, please email your CV directly to [e-mail]