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Sales Assistant II

Open 24d

Summary of This Role

Supports sales representatives and channel partners in administrative areas such as order processing, sales quotes, sales information management, product training and financing. Tracks transactions and prepares reports regarding information such as order status, sales results, leads, sales quotas and sales representative earnings. Processes orders for materials or merchandise from sales staff or direct customer contact. Maintains customer files with sales contracts and other information. Gives price quotations, completes order sheets and checks the price and quantity of each item listed. Distributes order sheets to respective departments. May coordinate with departments regarding order status, shipping dates, prices, product availability and back orders.

What Part Will You Play?

  • Serving as a single point of contact for assigned sales professionals

  • Assisting with deposit and bookkeeping issues

  • Supporting with ordering, upgrading, product systems / services.

  • Facilitating installs

  • Responding to additional information from merchants)

  • Signing additional locations

  • Signing additional products

  • Contacting clients regarding open batches

  • Meetings (Sales Person Leads)

  • Enrollment

  • Collecting missing Info

  • Coordinating underwriting

  • Scheduling installation as requested

  • Post install follow-up as requested

  • Supporting overview/info provided

  • Scheduling demos

  • Facilitate statement reviews

  • Remind service touchpoints

  • Asking for referrals

  • Canceling old accounts

  • Outbound anniversary calls

    • Annual for most

    • Quarterly for A-List

  • Facilitating rep specific marketing campaigns

  • Market Analysis coordination

  • Setting up meetings with targeted referral partners

What Are We Looking For in This Role?

Minimum Qualifications

  • High School Diploma or Equivalent
  • Typically Minimum 2 Years Relevant Exp


Preferred Qualifications

  • None Identified

What Are Our Desired Skills and Capabilities?

  • Skills / Knowledge - Has substantial understanding of the job and applies knowledge and skills to complete a wide range of tasks.
  • Job Complexity - Works on assignments that are routine to moderately difficult, requiring some decision in resolving issues or in making recommendations.
  • Supervision - Normally receives little instruction on daily work, general instructions on newly introduced assignments.
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