Job Title
Sales Administration Representative
Job Purpose
The primary function of this role is to serve as a point of contact for customers with queries about products, services and account preparations. This position provides support for sales representatives and technicians. They act as an extension of the sales team when representatives are out in the field. An efficient sales support admin contributes to quality customer service and helps the sales team meet its targets.
Duties and Responsibilities
- Maintain a thorough knowledge of Insight’s programs, policies, and technology.
- Maintain accurate and sufficient documentation of customer calls.
- Prepare and process accounts via phone or email.
- Set up accounts correctly in the software when Sales Reps make a sale.
- Verify and check data accuracy in orders and invoices.
- Contact customers to obtain missing information or answer queries.
- Liaise with the Sales Department and technicians to ensure timely services.
- Maintain and update sales and customer records.
- Provide, sustain and maintain excellent customer service.
- Consistently check and review for new accounts serviced the day before.
- Prepare Service Agreements.
- Monitor CC Bundle email.
- Communicate important feedback from customers.
Competencies
- Communication Proficiency
- Customer Focus
- Attention to Detail
- Team Player with High Level of Dedication
- Organizational Skills
- Ability to Work Under Strict Deadlines
- Performance Management
- Problem Solving/Analysis
- Technical Capacity
Qualifications
- High School Diploma or Equivalent
- Pass a series of exams as part of a New Hire Training Program
- Pass a drug test
- Pass a background check
- Associate Degree (Preferred)
- Customer Service Experience in a call center setting (Preferred)
- Experience in marketing or sales (Preferred)
Working Conditions
This job operates in a call center office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Working conditions may alter depending on the vast and varied tasks assigned. Individuals must be able to work primarily inside an office environment and outside in the field during times of training. They must also have exemplary attendance Monday-Friday and Saturdays as scheduled.
Physical Requirements
- Regularly required to talk and hear.
- Frequently required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms.
It is essential to the job function to be present every day of work.