Specialist, Customer & Sales Support

TriMark USA; Irvine (CA); Hybrid; USD 45,000 - 70,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Tuition reimbursement

Pet insurance

Legal insurance

401k

Community Service Day

Spotlight Awards

National Sales Excellence Awards

CFSP Prep Certification Program

Job summary

TriMark USA is seeking a Customer & Sales Support Specialist in Irvine, CA. The role supports the outside sales team with quotes, orders, data entry, and customer service to help drive revenue growth. It is an in-office/hybrid position with collaboration across vendors and internal departments.

Ideal candidates have 1–2 years in customer service, familiarity with basic accounting, and experience with ERP systems. Strong communication and problem-solving skills are essential.

Qualifications

• Solid accounting principle knowledge and basic bookkeeping skills.
• Excellent written and verbal communication abilities.
• Experience in a distribution or hospitality/foodservice environment is a plus.
• Proficiency with Microsoft Office and ERP systems.
• Ability to manage multiple tasks, meet deadlines, and work with vendors and internal teams.

Responsibilities

• Perform data entry, basic bookkeeping, and generate quotes and orders.
• Collaborate with vendors and internal departments to support sales growth.
• Prepare proposals and assist in pricing and market analysis.
• Update forecasting and monthly reporting based on opportunities.
• Handle routine billing/invoice and inventory issues under sales team guidance.

Skills

Accounting basics

Attention to detail

Communication skills

MS Office

Problem solving

Teamwork

Adaptability

Customer service

Education

High School Diploma or GED

Tools

Auto Quotes ERP

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 our I.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].