Respond to incoming electronic customer enquiries (emails, forms) and customer calls; engage more experienced Inside Sales Coordinator when needed
Compile budgetary quotes for simple jobs by gathering technical data, customer presentations, lead time and other inputs
Schedule customer visits and events; prepare and execute associated activities
Receive and process orders; issue order acknowledgements, invoices and shipping notices for simple jobs
Compile and communicate order status, inventory status and other associated information to customer-facing sales force
Assist in resolving customer issues (including shipment and after sale support)
Compile, analyze and report inventory/stock levels where procedures are documented and analysis is repetitive
Support branch personnel in the sale of products to retail customers
Review financial performance of expiring contracts and prepare renewal proposals
Run point on legal for inside sales renewal contracts; verify contract validity and payment types
Execute contract upsells (oil, fuel/coolant samples, batteries, filters, maintenance extensions, etc.) and convert CASH accounts to CHARGE accounts
Advise customers on account status and collection issues; collect payment via Snap Pay
Create BMS renewal quotes, secure acceptance/signature, and escalate requests to outside sales when required
Assist with accounts receivable past due issues
Requirements
Role Expectations: This is a hybrid role that can be performed from any of the following locations within the Western US: AZ, CA, CO, ID, MT, NM, NV, OR, UT, WA, WY
High school diploma or certificate of completion of secondary education or equivalent experience
This position may require licensing for compliance with export controls or sanctions regulations
Requires some work experience and intermediate level knowledge obtained through training or on-the-job experience
Experience with order processing, creating budgetary quotes, inventory/status reporting, and customer communications
Skills: Collect payment via Snap Pay; Create BMS renewal quotes and secure customer signatures; assist with AR past due; escalate to outside sales when required
Must be able to work Monday - Friday 8AM - 5PM Pacific Time