The Sales Administrative Assistant provides clerical and administrative support to our Inside Sales team. This position is responsible for order entry, maintaining accurate documentation, customer follow-up, and assisting with the day-to‑day administrative needs of the sales team.
Duties and Responsibilities
Order Entry
- Enter all orders for sales rep which includes: purchase orders, production orders and transfers
- Review all orders entered against customer’s PO to ensure accuracy
- Return order to sales rep for review
- Email or fax order confirmation to customers
- File all orders at sales rep’s desk by ship date or next expedite date (required date should reflect in the system)
- Expedite all orders to ship on the previous day (first thing every morning)
- Expedite all purchase orders and production orders (2) days prior to the scheduled ship date
- Make note of any date changes on purchase order/production order, order and notify sales person
- Request production schedule for all project orders which consist of:
- Casting due dates, machining dates, test/assembly dates and ship dates
- All production schedules should be expedited weekly
- Notify customers of orders sitting in will call
- File all closed/shipped orders at sales rep’s desk
- Ensure email address for customer placing the order is in the “Contact ID”. Obtain missing information from customer and update in the system.
Quotes
- File all quotes for sales rep once a week.
- Source material for sales rep:
- Record the company contacted, phone number, contact name, price, and delivery
- Maintain sourced material notebook as back up to reference
Return Authorizations (RMA’s)
- Enter all return authorizations for sales rep
- Return RMA to sales rep for review
- Email or fax RMA acknowledgments to customer and provide copy to the warehouse.
- File all RMAs at sales rep’s desk by expiration date listed on the RMA.
- Notify sales rep of expired RMAs and instruct warehouse to send cancellation notice.
- Enter all vendor returns for sales rep.
- Provide copy of supplier’s vendor return and RGA to the warehouse.
- Attach vendor return to the back of RMA
Mill Test Reports
- Create all MTRs for each item sold out of the branch
- Link MTR into the doclinks
- Provide cut sheets, packing lists, tracking info, invoices, MTRs, weights & dimensions, etc. for your sales rep and /or customers.
- Offer additional assistance to sales rep when work load allows.
- Link production orders and transfers if they are scanned into the system under a SO number
- Run inventory reports on a weekly basis and send to Sheldon
- Maintain neat and organized work station
- Helps with processing UPS shipments.
Knowledge, Skills and Abilities
- Energetic, self-starter with ability to adapt to change in a highly dynamic work environment
- Outstanding written and verbal communication, presentation and time management skills
- Ability to maintain a high level of activity, manage multiple competing priorities, and work effectively in a results-driven culture
- Develop strong product/price knowledge as well as customer knowledge