Customer Sales Representative Job Description
Customer Sales Representative Duties & Responsibilities
To write an effective customer sales representative job description, begin by listing detailed duties, responsibilities and expectations. We have included customer sales representative job description templates that you can modify and use.
Sample responsibilities for this position include:
Customer Sales Representative Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Customer Sales Representative
List any licenses or certifications required by the position: HVAC, DOT, CFE, NAFTA
Education for Customer Sales Representative
Typically a job would require a certain level of education.
Employers hiring for the customer sales representative job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Business, Education, Associates, Communication, Technical, Marketing, Business/Management, Military, Entrepreneurship, Management
Skills for Customer Sales Representative
Desired skills for customer sales representative include:
Desired experience for customer sales representative includes:
Customer Sales Representative Examples
Customer Sales Representative Job Description
- Attend and participate in relevant stakeholder meetings/activities price reviews, budget preparation, tender preparation, account planning, sales meetings etc
- Actively promote/sell parts, tools and service to support customer needs
- Stay current on industry developments, competitive offerings and issues affecting sales and customers and communicate to relevant functions/stakeholders
- Maintains professionalism in working relationships with team, customers and others within the company
- Answer all designated incoming calls from external sources and process sales orders taken by phone
- Assess customer inquiries and route to appropriate person or department
- Take ownership of customer issues and ensure commitments are met as promised
- Expedite urgent orders to ensure customer receives when needed
- Advise supervisor of customer concerns and solicit support where needed
- Proactively inform customer of any changes to order status, backlog issues, or other relevant matters
- Must have a strong sense of accountability, urgency and be able to meet deadlines
- Dependable, reliable, punctual and self-motivated
- Ability to meet work and productivity quotas and objectives through effective time management
- Strong French/Spanish language is a plus
- Advanced Microsoft Excel knowledge and is able to work with large spreadsheets
- Experience handling maintenance services contracts is preferred
Customer Sales Representative Job Description
- Assist Expeditor to ensure accuracy of customer backorder status
- Stay current on industry developments, competitive offerings and issues affecting sales and customers
- Develop working knowledge of products and their functions for their respective customer group
- Communicate with online booking customers and potential customers via email and phone (and in the future, online chat)
- Help customers navigate our websites and book events online
- Resolve product/service problems by
- Receive inbound telephone call, email, ecommerce, and fax sales orders
- Use historical sales data to create quality re-orders
- Collect and record Customer Relationship Management (CRM) data
- Evaluate Customers’ Cold Drink Equipment (CDE) compliance and work with Customer on resolution when issues exist
- Minimum of one (1) year customer service experience in a call center, hospitality/restaurant or corporate setting
- Possess strong listening, written and verbal communication skills
- Must have valid and active driver's license, with an acceptable driving record
- Ability to communicate in English clearly and proficiently
- Handling inbound sales calls for direct marketing clients
- Make outbound calls for direct marketing clients
Customer Sales Representative Job Description
- Ability to meet monthly sales goals as outlined by the team manager / lead
- May require nights and weekends (Saturday) to support the team
- Manage all retention activities within an assigned service agreement customer base
- Provide proposal, SOW and Contractual support for net new and renewal opportunities
- Quarterback proposal / special bid process
- Ensure appropriate approvals (delegated discounts, special bid pricing, Contracts and Negotiations ) are obtained
- Drive business results and solve issues working with across functional teams including, Finance, Accounting, A/R, Credit Management, IT, Marketing, Global Logistics, Control Tower, Service Planning, Procurement, Channel Management, NRCS and Project Managers, Tax and Suppliers
- Create and assist with customer deliverable documents including Statements of Work, Schedule of Services, PCRs and Quotations
- Update appropriate databases, tools and applications supporting our contracts and proposals process
- Support the Firm Order Exception and Firm Order Shipment processes especially monitoring CRADS and firm order arrival on a weekly basis
- Experience working in a call center environment as an inbound and outbound call center agent
- Experience working on an outbound telemarketing dialer preferred
- Proven ability to meet and exceed sales goals expectations
- Background and drug screens are required for this position
- High School Diploma or general equivalency diploma required
- Ability to get both verbal and written communication across that has the desired effect
Customer Sales Representative Job Description
- Load inventory in the Oracle maintenance entitlement/billing module (OKS) and update inventory in Oracle Install Base
- Set up appropriate billing schedule per agreement in OKS
- Upon Quote acceptance/contract execution review and ensure all required documents are validated for accuracy and completeness prior to converting a quote to and order and progressing that order for booking or contract registration and activation
- On high volume orders, work with control tower to identify and optimize pallet and truck quantities
- Provide Backlog Management support by verifying orders are flowing through to manufacturing, monitor schedule dates to align with customer requirements, escalating and/or expediting when necessary
- Practice daily monitoring of orders with invoice, FOE and credit holds to ensure we are releasing our orders and billing at the appropriate time
- For Business Partner Maintenance opportunities, utilize BP pricing tool and determine list pricing for Global Care Flex and Customer Service offerings
- Register all new customers in the system for new customer number assignment
- Create, update, maintain, reinstate and deactivate customer numbers in Oracle CMR
- Ensure all appropriate documentation, credit management approvals, BP agreements…etc
- Associates Degree or higher and 1 to 2 years of recent related experience, or sufficient combination of education and experience
- SAP Business One experience
- Flexibility - Due to the nature of our business, this role will require you to work flexible schedules including nights, weekends, overnights and holidays that may frequently change so flexibility is a must! Willingness to learn and help others Motivation and dependability
- Flexibility - Due to the nature of our business, this role will require you to work flexible schedules including nights, weekends, overnights and holidays that may frequently change so flexibility is a must! Willingness to learn and help others
- Receive, validate and process Business Partners new onboarding requests
- Prepare new contracts for client and perform all onboarding activities for new BPs (including obtain Business Partner signature, new CMR creation request, complete partner profile in partner management)
Customer Sales Representative Job Description
- Calculate Business Partner Quarterly Returns Cap based on the client's Policy
- Electronically store all pertinent contractual customer/BP documentation and customer records documentation in Oracle Content Management for archiving purpose
- Act as the Dispute Resolution Owner (DRO) by ensuring timely resolution of disputes and if needed accurate billing adjustment execution
- Maintain strong Business Control posture to protect client's business and in support of audits and JSOX business controls requirements
- Sharing of any interaction and involvement with customers that might require the outside sales representative's attention or may result in additional sales
- Coordination of quote activity and paperwork
- Initiate / Drive internal and customer meetings
- Should have a general understanding of shipping procedures including Export Compliance requirements
- Perform a variety of tasks and duties as assigned
- Handle customer service inquiries and problems via telephone, internet or written correspondence
- Organization capability
- Ability to have a deep understanding of customer needs and exceed customer expectations
- Ability to work under pressure and prioritize workload, complex tasks and issues as required
- Self-motivated, self-confident and able to handle peaks of workload
- Undergraduate Degree or minimum of 2 years of related customer service / sales support work experience internal and external
- Knowledge of German or Italian is a plus