Sales Associate

Power & Tel; Collierville (TN); On-site; USD 35,000 - 52,000; Full time

Job summary

Power & Tel in Collierville, TN seeks a Sales Support professional to learn CRM/ERP systems (Salesforce, SXe, PowerBI) and assist Account Managers with customer inquiries, quotes, and order entry. The role includes outbound prospecting to develop leads within a defined region and accurate forecasting of activities.

The candidate will forecast leads, convey product knowledge, and help define opportunities for other sales channels, while maintaining customer files and supporting DSMs with

Qualifications

• 1–2 years of sales or customer service experience.
• Wholesale distribution experience is preferred, but not required.
• High School Diploma; college degree preferred.
• Strong communication and negotiation skills; attention to detail.

Responsibilities

• Learn CRM/ERP systems (Salesforce, SXe, PowerBI) to locate customer and product information and execute quotes and orders.
• Assist Account Managers with customer inquiries and provide quotes or information.
• Conduct outbound call engagements to develop leads for Account Managers in a specified region.
• Forecast and track leads and activities using Salesforce CRM.
• Convey product knowledge to customers, adhering to company messaging and positioning.
• Consult with prospects to solve business challenges and define opportunities for other sales channels.
• Assist Territory Account Manager in recapturing lost customers.
• Maintain customer files and enter quotes and orders while on calls.
• Advise DSMs of pending quotations, bids, and sales possibilities.
• Establish GP% for bids, process returns, and manage back-order reports.
• Maintain contact with Purchasing for stock levels and pricing discrepancies.

Skills

Attention to detail

Clear phone voice

Communication skills

Customer relations

Negotiation skills

Microsoft Excel

Microsoft Word

Problem solving

Organization skills

Sales knowledge

Education

High School Diploma

College degree preferred

Tools

Salesforce

SXe

PowerBI

Job description

• Learning the functionality of company CRM and ERP systems (Salesforce, SXe, PowerBI) to properly locate important customer information, product information, and execute quote and order entry.
• Assisting Account Managers with Customer Inquiries through the Power & Tel website and provide quotes or information to the customer as needed.
• Conduct outbound call engagements (prospecting) and develop quality leads/opportunities to pass to the appropriate Account Manager within a specified region.
• Accurately forecast and track leads & activities (calls, emails, meetings) using Salesforce CRM
• Convey product knowledge to potential customers/prospects, adhering to company messaging and positioning.
• Consult with prospects to uncover how Power & Telephone Supply can solve their business challenges, then work with customers to define opportunities and allocate to other sales channels.
• Assist Territory Account Manager in recapturing “Lost Customers” that have not purchased from Power & Tel
• Maintains customer files (current quotes, correspondence, plans, problems, etc. and updates customer information in the computer system.
• Enters quotes and orders into the computer system while on the phone with the customer.
• Assists in advising District Sales Managers (DSMs) of all pending quotations, bids, leads, competitive information, and sales possibilities.
• Establishes GP% to be used in bids, processes Return Authorizations, sends out correspondence & literature, and works back-order reports.
• Maintains close contact with the Purchasing Department (advises of low/high stock levels, competitive market prices, and vendor pricing discrepancies).

Description

• Key Responsibilities
• Learning the functionality of company CRM and ERP systems (Salesforce, SXe, PowerBI) to properly locate important customer information, product information, and execute quote and order entry.
• Assisting Account Managers with Customer Inquiries through the Power & Tel website and provide quotes or information to the customer as needed.
• Conduct outbound call engagements (prospecting) and develop quality leads/opportunities to pass to the appropriate Account Manager within a specified region.
• Accurately forecast and track leads & activities (calls, emails, meetings) using Salesforce CRM
• Convey product knowledge to potential customers/prospects, adhering to company messaging and positioning.
• Consult with prospects to uncover how Power & Telephone Supply can solve their business challenges, then work with customers to define opportunities and allocate to other sales channels.
• Assist Territory Account Manager in recapturing “Lost Customers” that have not purchased from Power & Tel
• Maintains customer files (current quotes, correspondence, plans, problems, etc. and updates customer information in the computer system.
• Enters quotes and orders into the computer system while on the phone with the customer.
• Assists in advising District Sales Managers (DSMs) of all pending quotations, bids, leads, competitive information, and sales possibilities.
• Establishes GP% to be used in bids, processes Return Authorizations, sends out correspondence & literature, and works back-order reports.
• Maintains close contact with the Purchasing Department (advises of low/high stock levels, competitive market prices, and vendor pricing discrepancies).

The additional Key Responsibilities below apply to Account Managers assigned to Power & Tel:

• Set up initial and follow up calls on high-quality sales opportunities including leads from P&T marketing campaigns, distribution partners, tradeshows and conferences
• Serve as back up to Account Managers that are on vacation within a specific territory.
• Quickly and confidently qualify leads with customer service
• Department cross-training & self-development, focusing on the skills and/or attributes that will make you successful in your core role and get you set for future success and advancement
• Maintain the integrity of the ERP/CRM systems by updating or deleting obsolete customer information and notes when necessary
• Other duties as assigned

Skills Needed

Attentive to Detail, Clear Phone Voice, Communication Skills, Customer/Employee Relations Skills, Diplomacy in Difficult Situations, Flexible to Change, General Computer Skills, Mathematical Skills, Microsoft Excel, Microsoft Word, Motivation Skills, Problem-Solving Skills, Strong Negotiation Skills, Strong Organization Skills, Strong Selling Skills, Typing Skills

Minimum Educational Requirements

High School Diploma. A college degree is preferred, but is not required.

Experience Required

The successful candidate will have 1 to 2 years previous sales or Customer Service experience. Wholesale distribution experience is preferred, but is not required.

Note

The purpose of this outline job description is to focus attention on the most important aspects of the job. It is not intended to be a complete list of every duty and it is therefore to be expected that the day to day performance of the job will frequently include tasks not listed above.

The list of duties for which the job holder is responsible may be varied or added to at the discretion of your manager. Any such alterations intended to be permanent will be added to this job description.