Role & responsibilities
Role Purpose
Serve as the primary point of contact for branch customers by handling walk-in, phone, and digital enquiries, supporting parts operations, generating sales opportunities, and delivering a seamless customer experience across machines, parts, and digital solutions.
Customer Engagement & Sales
- Engage with customers to understand their requirements and recommend appropriate machine, parts, and solution offerings.
- Prepare quotations and follow up to drive order conversion.
- Generate leads for machine sales, rentals, product support, and aftermarket solutions.
- Promote genuine parts, lubricants, consumables, and value-added offerings.
- Pitch new products, solutions, and digital advancements, including eCommerce adoption.
Proactive Customer Outreach
- Conduct outbound customer calls using machine population records, quotation databases, campaign lists, and inactive customer databases.
- Follow up on open quotations, pending opportunities, and renewal opportunities.
- Identify cross-sell, upsell, and repeat business opportunities.
- Re-engage dormant customers and support customer retention initiatives.
Parts Operations
- Handle parts enquiries, availability checks, pricing requests, quotations, order processing, and delivery coordination.
- Create and process parts orders in SAP.
- Process parts invoicing, debit notes, credit notes, returns, claims, and core transactions.
- Track backorders, capture lost sales, and coordinate order fulfilment.
- Promote customer adoption of the eCommerce platform and digital ordering channels.
- Support inventory accuracy, stock movement initiatives, and periodic stock verification activities.
Store Operations & Customer Experience
- Ensure the store, customer reception area, displays, and promotional materials are maintained in a professional and customer-friendly manner.
- Support implementation of store branding, merchandising, and product promotion initiatives.
- Record customer feedback and customer satisfaction scores through surveys and customer interactions.
- Track customer concerns and coordinate timely resolution with relevant teams.
- Support branch initiatives to improve customer satisfaction, retention, and loyalty.
SAP, Invoicing & Administration
- Perform SAP transactions related to parts orders, customer transactions, and branch commercial activities.
- Process parts invoices, debit notes and credit notes accurately and on time.
- Maintain customer, machine, quotation and transaction records.
- Support branch reporting and business review requirements through accurate data management.
Qualification & Experience
- Diploma / Bachelor's Degree in Mechanical Engineering, Automobile Engineering, Commerce, Business Administration, or related discipline.
- 2-5 years of experience in dealership operations, parts operations, customer support, inside sales, telesales, retail sales, or branch operations.
- Experience in construction equipment, mining equipment, commercial vehicles, automotive dealerships, industrial equipment, or heavy machinery preferred.
- Working knowledge of SAP or similar ERP systems preferred.
Key Competencies
- Customer Orientation
- Sales & Opportunity Generation
- Parts Operations & Order Management
- Quotation & Invoicing Management
- SAP Proficiency
- Digital & eCommerce Awareness
- Communication & Relationship Building
- Attention to Detail
- Planning & Follow-up
Key Success Measures (KPIs)
- Customer enquiries handled
- Proactive customer calls completed
- Leads generated and converted
- Sales
- Quotation conversion rate
- Parts order fulfilment rate
- Parts quotation and invoicing accuracy
- Backorder closure rate
- Lost sales recovery
- eCommerce adoption and transactions generated
- SAP transaction accuracy
- Customer satisfaction score
- Open quotation closure rate
- Customer feedback collection and closure
- Store upkeep and merchandising compliance