Main Purpose of the Role
To ensure the efficient and accurate administration of all sales-related processes in line with company standards. The role includes managing customer enquiries, maintaining accurate records, and delivering a level of service that consistently achieves complete customer satisfaction.
Key Responsibilities
Sales & Order Administration
- Create and maintain customer records and sales files within required timeframes.
- Issue preparation or service requests to relevant internal teams.
- Process sales invoices and relevant paperwork.
- Process and track finance or payment settlements.
- Monitor internal systems for updates, bulletins, or changes relevant to sales operations.
- Track and progress customer orders from initial placement to completion, keeping the sales team updated at each stage.
- Assist with reviewing and checking orders for accuracy.
- Download and process order confirmations, invoices, and related documents daily.
- Notify relevant teams of incoming stock, deliveries, or product arrivals.
- Process damage reports or claims where required.
- Handle stock transfers or allocation requests.
- Manage preparation requests for display, demonstration, or promotional stock.
- Assist with credit control or customer account queries.
- Enter costs, commissions, and bonuses into internal systems and process accordingly.
- Review sales profitability and flag discrepancies to managers.
- Ensure all promotional offers or bonuses are claimed and relevant documents are uploaded.
- Upload and file all documents into the correct digital systems.
- Update customer preferences in line with GDPR requirements.
- Maintain customer information in all internal and external databases.
- Ensure all orders and paperwork are completed and signed according to company procedures.
- Keep internal compliance systems up to date.
- Process purchase ledger invoices and allocate costs accurately.
Housekeeping & Compliance
- Maintain clear, logical filing systems for easy access by all staff.
- Check, split, and file completed sales packs within required timeframes.
- Update internal teams on any customer or order changes.
- Provide daily updates to the Accounts department on any required payments or changes.
- Comply with all company Health & Safety policies and procedures.
- Undertake any additional related tasks as required by the business.