Specialist, Customer & Sales Support

Socket.dev; Irvine (CA); Hybrid; USD 45,000 - 60,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Tuition Reimbursement

Pet Insurance

Legal Insurance

401k

Job summary

TriMark USA in Irvine, CA, is hiring a Customer & Sales Support Specialist. You will support the outside sales team with clerical tasks, data entry, quotes, orders, and vendor coordination, while delivering excellent customer service.

This role emphasizes accuracy in project and financial reporting, invoicing support, pricing adjustments, and collaboration with BDMs to develop proposals. In-office/hybrid environment with competitive benefits.

Qualifications

• High School Diploma or GED required.
• 1–2 years of customer service experience.
• Experience in hospitality or food service is a plus.
• Ability to pass a background check after offer.
• Experience in a distribution environment is a plus.

Responsibilities

• Perform data entry and basic bookkeeping tasks.
• Create quotes and orders; coordinate with vendors.
• Provide top-notch customer service and account support.
• Assist in invoicing, credits, returns, and price adjustments.
• Support the sales process and prepare proposals.
• Coordinate logistics for onsite and offsite sales visits.
• Train new Sales Coordinators and Business Development Managers.
• Maintain accurate project and financial reporting.

Skills

Accounting basics

Customer service excellence

Attention to detail

Written and verbal communication

Microsoft Office proficiency

Education

High School Diploma or GED

Tools

Auto Quotes ERP

ERP systems

Job description

TriMark USA is the country’s largest provider of design services, equipment, and supplies to the foodservice industry. We proudly serve our customers by providing design services, commercial equipment, and foodservice supplies across a wide range of industries and business sectors. Headquartered in Massachusetts, with a history dating back to 1896, we have locations across the country that offer foodservice operators an unparalleled level of service by combining our unique design capabilities and our expert market knowledge with the purchasing strength, delivery, installation, and after-sales service capabilities of a national company. Our employees are focused on creating customized solutions for our clients to ensure they achieve their culinary goals while upholding ourI.C.A.R.E. values: Integrity, Customer Service, Accountability, Respect, and Excellence. For more information, please visit: www.trimarkusa.com

Why you’ll love it here!

+ Benefits include Medical, Dental, Vision, Tuition Reimbursement, Pet, and Legal Insurance

+ 401k
+ Community Service Day

+ Spotlight Awards

+ National Sales Excellence Awards

+ CFSP Prep Certification Program

POSITION SUMMARY:

• The Customer & Sales Support Specialist reports to the Divisional Vice President, Business Development
• Located in Irvine, CA
• Full-Time
• In Office/Hybrid/

Join our dynamic Sales Support Department as a Customer & Sales Support Specialist. In this role, you'll assist the Business Development (outside sales) team by performing clerical tasks with precision in a fast-paced environment. Your responsibilities include data entry, basic bookkeeping, creating quotes and orders, collaborating with vendors and internal departments, and providing top-notch customer service. Your focus will contribute to profitable revenue growth and effective customer relationship management.

ESSENTIAL FUNCTIONS & RESPONSIBILITIES:

Project and Financial Reporting:

• Create and maintain accurate project and financial reporting.
• Assist in preparing customer invoices and provide support during the bidding process.

Credit and Pricing Management:

• Research and process credits, returns, and price adjustments.
• Proactively engage in "up-selling" and bundling techniques for profitable revenue growth.

Collaboration with Sales Team:

• Collaborate with BDMs to distinguish TriMark USA quotes and services.
• Maintain close relationships with BDMs and customers to understand the competitive marketplace.

Proposal Development:

• Evaluate requests and develop proposals for customer solutions and profitable growth.
• Work closely with manufacturers, vendors, and BDMs to develop market-level pricing for proposals.

Forecasting and Reporting:

• Update forecasts and provide actionable monthly reporting based on forecasted opportunities.
• Gather critical site information for TriMark USA products, contributing to the product database.

Sales Process Support:

• Assist in all aspects of the sales process, including research, proposal requests, post-buy analysis, and account management.
• Field telephone calls for traveling team members and maintain account files.

Issue Resolution:

• Resolve billing/invoice and inventory issues under the direction of the sales team.
• Assist in drafting and finalizing sales proposals and managing proposal templates.

Logistics Coordination:

• Coordinate logistics and content preparation for onsite and offsite sales visits.
• Manage sales and marketing content to drive efficiency.

Point of Contact and Training:

• Serve as the point of contact for the sales team.
• Assist in training new Sales Coordinators and Business Development Managers.

COMPETENCIES:

• Solid understanding of basic accounting principles.
• Strong attention to detail and high accuracy level.
• Excellent written and verbal communication skills.
• Ability to provide excellent customer service.
• Proficient in Microsoft Office applications.
• Strong problem-solving skills and ability to present creative solutions.
• Ability to work independently or as part of a team.
• Flexible and adaptable to meet changing needs.

QUALIFICATIONS & EXPERIENCE:

• High School Diploma or GED and, or equivalent military or practical experience.
• 1 – 2 years of customer service experience.
• Ideal candidate may have experience in bookkeeping and with Auto Quotes ERP.
• Experience in hospitality or food service with knowledge of supplies.
• Prior work experience in sales, call center, or telephone support.
• Experience in a distribution environment is a plus.
• Ability to successfully pass a background check post offer acceptance.

Compensation includes the posted base salary range and does not reflect potential commission, incentive, bonus, or other additional compensation opportunities, where applicable. Total compensation is determined based on experience, skills, internal equity, geographic location, and other job-related compensatory factors.

In addition to base salary, this role will be eligible for participation in TriMark’s’ benefits programs, including medical, dental, vision, 401K (with employer match), etc. Leadership positions may also qualify for participation in bonus programs commensurate with role and scope of responsibility.

TriMark USA provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to [e-mail].