Construction Sales Support Lead - Client Care & Delivery

Medallion Windows & Doors; Portland (OR); Hybrid; USD 28,000 - 44,000; Full time

Benefits offered by this job

Company paid Basic Life and AD&D

Short-Term Disability

Long-Term Disability Insurance

Voluntary benefits

Flexible Spending Account (FSA)

401K match

Vacation and Sick Pay

Holiday Pay

Employee Assistance Program (EAP)

Monthly bonus based on shipping sales

Job summary

Medallion Windows & Doors is seeking a Sales Support Specialist in Portland, OR to guide customers through the sales cycle, manage quotes, orders, and deliveries, and coordinate with production and shipping for accurate promises.

You will maintain CRM records, assist with showroom visits, and participate in product knowledge and safety trainings while contributing to high customer satisfaction and timely order processing.

Qualifications

• High School Diploma or GED required.
• Knowledge of windows, doors, millwork, hardware and light commercial construction preferred.
• Strong verbal and written communication skills.
• Experience with CRM, Word, Excel, and Outlook.

Responsibilities

• Assist clients through each step of the sales process and resolve concerns.
• Identify potential clients and maintain databases of sales.
• Walk customers through showroom and coordinate with outside sales staff.
• Write quotes and process orders accurately and timely.
• Manage open orders and ensure proper invoicing or deletions.
• Maintain customer profiles in CRM with up-to-date information.
• Coordinate with production and shipping to guarantee delivery promises.
• Attend product knowledge and safety training classes.
• Answer phones promptly and keep a clean workspace.
• Make outgoing calls to prospects regarding business opportunities.

Skills

Customer service

Communication

Time management

Sales support

Education

High School Diploma or GED

Tools

Microsoft Word

Excel

Outlook

CRM systems

BisTrack ERP

Job description

The Sales Support Specialist assists clients through each step of the sales process, helping them resolve any concerns or questions they may have while processing, tracking, and shipping orders efficiently. They also identify and create lists of potential clients while maintaining databases of sales. Strong focus on customer satisfaction and quality of service.

Key responsibilities:

• Establish and maintain professional relationships with Medallion Industries (MI) customers in new construction, remodeling, and commercial contractors.
• Communicate effectively via phone, text, email, and in-person to manage the timely flow of deliveries to job sites.
• Walk customers through the showroom, discussing product offerings. Take in plans, accurately gather project information, and coordinate with outside sales staff.
• Execute MI selling strategies and initiatives, focusing on overall quality, value, and service.
• Write accurate quotes and orders, ensuring accuracy.
• Manage open orders to ensure timely invoices or proper deletion.
• Maintain customer profiles in Outlook or CRM with complete and updated information.
• Upload photos of pickups in Doc XT and communicate with sales for credit processing. Follow material return procedures.
• Confirm customer material needs prior to sending deliveries. Maintain material specifications and base quotes for production customers.
• Communicate with production and shipping departments to ensure realistic delivery promises.
• Process cash transactions following proper procedures.
• Must attend product knowledge classes.
• Complete safety training classes.
• Follow best practices in order entry, setting up deliveries, and all job aspects.
• Maintain a clean workspace.
• Answer the phone promptly with a friendly greeting.
• Searches inventory and open orders to meet customer preferred options.
• Make outgoing calls to prospects regarding business opportunities.

Key requirements:

• High School Diploma or GED Equivalent.
• Knowledge of windows, doors, millwork, hardware, and light commercial construction is preferred.
• Experience in the construction industry is a plus.
• Strong communication skills, both verbal and written.
• Proficiency in Microsoft Word, Excel, and Outlook
• Ability to execute general selling principles, practices, and protocols.
• Strong relationship-building skills and a proactive approach to customer satisfaction and loyalty.
• Reliable transportation.
• Ability to manage time effectively and prioritize tasks in a fast-paced environment.
• Willingness to share department responsibilities to meet deadlines.
• Other duties as assigned.

Physical requirements:

The ability to sit for extended periods, often at a desk, while using a computer and phone, with minimal physical movement beyond occasional reaching or walking around the office; essentially requiring good hand-eye coordination and the ability to sit comfortably for long stretches. Ability to lift, push, or pull up to 25 pounds.

Qualifications (preferred):

• Ability to self-motivate and stay on task in a fast-paced and busy environment.
• Ability to sell based on quality, value, and service rather than price.
• High level of follow-through with orders, inventory, and customer communication.
• Understanding of pricing levels and discount management.
• Ability to seek out product transactions and order history.
• Proactive in learning new products and their applications for end users.
• Strong problem-solving skills using all available resources.
• Experience with CRM systems and keeping detailed customer records.
• BisTrack ERP software a plus.
• Virtual Primary Care
• Company paid Basic Life and AD&D
• Short-Term Disability and Long-Term Disability Insurance
• Voluntary benefits, life, AD&D, Critical Illness, Hospital Indemnity Insurance
• Flexible Spending Account (FSA)
• 401K match
• Vacation and Sick Pay
• Holiday Pay
• EAP
• Monthly bonus based on shipping sales

pay range:

$20 – $32 (depending on experience)
Bonus Program

disclaimer:

This job description outlines the general nature and level of work performed by employees in this position. It is not an exhaustive list of all duties, responsibilities, and qualifications required. Management reserves the right to modify, add, or remove duties at its discretion.