ESSENTIAL DUTIES AND RESPONSIBILITIES
(Other duties may be assigned)
Knows how to establish customer rapport to ensure highest levels of satisfaction.
Prepares quotations for projects and material requests noting details of the job and all appropriate charges.
Follows up on all Quotes, keeping other team members aware of status.
Serves as primary branch contact for contractors in placing orders and requesting information on potential or pending orders.
Reviews paperwork coming in for major lines to ensure accuracy.
Inputs orders into the computer to create a delivery ticket or direct ship purchase order for non-stock materials from the manufacturer.
Advises contractors of backorder situations noting when shipment may be expected.
Fields calls into the office and handles as appropriate.
Maintains literature and submittals in the branch.
Provides technical support to customers.
Maintains consistent call schedule.
Prospects for new accounts to determine sales opportunities.
May occasionally be required to pull a customer order from the warehouse.
Work closely with the manager, learning new tasks. Coordinate & delegate tasks to the customer service reps., providing training as needed.
Maintain positive and professional team and customer relationships; welcome and greet customers, vendors, and office guests.
Email new customer account information to A/R for entry into the Infor Facts System.
Answer emails promptly and in a professional manner.
Ensure security, integrity, & confidentiality of data.
Support office and branch team with general operational tasks.
Manage communication of information in and out of the office, type out correspondence letters, emails, memos etc. (paper and electronic); prepare outgoing mail and packages.
Enter information into Excel spreadsheets for reporting purposes.
Upload information and documentation in the cloud.
Suggest changes to office task workflow to improve efficiency.
Monitor and maintain office equipment; repair or replace malfunctioning equipment and hire technicians when required.
Monitor office supplies: order and re-stock as needed. Assist Branch Manager as needed in ordering shop supplies.
Maintain your Concur Credit Card expense report and submit by last day of month for approval.
Ensure the office is kept clean and organized.
OTHER DUTIES AS REQUIRED
Research and contact potential new accounts, create and maintain a database to include names, phone numbers, addresses, emails, and any notes.
Email new product information to customers.
Schedule LTL Shipments under Branch and/or General Manager's direction.
Email warehouse managers regarding delivery information and status under Branch Manager direction.
SUPERVISORY RESPONSIBILITIES
None required.
EDUCATION/EXPERIENCE
High school diploma or general education degree (GED); 1-2 years related experience and/or training; or equivalent combination of education and experience.
CERTIFICATION, LICENSES, REGISTRATIONS
None required.
SKILLS/ABILITIES
Ability to understand customer needs and meet those needs with a successful product sale.
Highly organized with exceptional follow-through abilities.
Experience in developing relationships with customers.
Strong verbal and written communications.
High integrity with advanced social skills and ability to make solid connections.
Personality that blends well with a fast-paced, goal-driven environment.
Strong problem-solving skills.
Motivation, drive, and a self-starting attitude.
Competitive individual contributor who also loves to win as a team.
Basic mathematical skills. Proficient understanding of units of measure.
Basic computer skills and proficiency with Microsoft Office
PHYSICAL DEMANDS
Work involves standing and walking for brief periods of time, but most duties are performed from a seated position. There is potential for eye strain from reading detailed materials and looking at a computer screen. Work normally requires finger dexterity and eye-hand coordination to operate computer keyboards at a moderate skill level.The employee frequently is required to talk or hear. The employee may occasionally lift and/or move up to 10 pounds.
WORK ENVIRONMENT
The noise level in the work environment is usually quiet.
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