Customer Service & Sales Representative Job Description
Customer service & sales representative
provides product information to the consumer that may include discussing the differences in products, product capabilities and features and benefits.
Customer Service & Sales Representative Duties & Responsibilities
To write an effective customer service & sales representative job description, begin by listing detailed duties, responsibilities and expectations. We have included customer service & sales representative job description templates that you can modify and use.
Sample responsibilities for this position include:
Create Pricing Activity reports to assure ongoing management visibility of pricing activities and the ability to evaluate integrity of the pricing process
Confirms pricing and acknowledges order entry within 24 hours of receipt of order
Proactively generate sales and promote Company products
Resolve customer pricing discrepancies
Update ERP pricing based on sales team quotation in SalesForce.com
Review Monthly Finance pricing reports
Undertake periodic review of obsolete Customer Product Pricing
Ensure data entry accuracy including pricing, product codes, case counts and dates on stock transfers and customer orders
Pricing programs for each customer, including sending customers weekly updates
Serve as primary point of contact for communication with sales reps, customers, inventory/purchasing, marketing, technical services group, corporate credit and warehouse to gain resolution and/or clarification on various issues pertaining to customer accounts/orders
Customer Service & Sales Representative Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Customer Service & Sales Representative
List any licenses or certifications required by the position: HVAC, DOT, NAFTA
Education for Customer Service & Sales Representative
Typically a job would require a certain level of education.
Employers hiring for the customer service & sales representative job most commonly would prefer for their future employee to have a relevant degree such as Collage and High School Degree in Associates, Business, Education, Marketing, Ethics, Business/Management, Entrepreneurship, Finance, Technical, Information Systems
Skills for Customer Service & Sales Representative
Desired skills for customer service & sales representative include:
PC based internet and software applications with the ability to learn and adapt to changes
Assist the prospect member in selecting a product that best meets their unique needs
Explain the differences between various products
Product portfolio to accurately assess the distinct needs of different prospects
Company services and promotions
Collections regulations
Dialer functionality and call campaigns
Client products
Company products
Pricing
Desired experience for customer service & sales representative includes:
Execute quotes and custom orders successfully
Communicate with other groups in the organization (Inventory Control, Purchasing, Marketing) when it comes to the execution, tracking and processing of said quote/order
Process order entry into the ERP/CRM system in a timely manner
Handling a variety of calls, from billing to payment taking, plan changes to equipment upgrades and trouble shooting, or walking our customers through a self-service digital experience
Consulting with customers to make personalized recommendations of products and services
Analyzing customers usage to explain charges and educating them on new or alternative solutions
Customer Service & Sales Representative Examples
1
Customer Service & Sales Representative Job Description
Job Description Example
Our company is hiring for a customer service & sales representative. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for customer service & sales representative
- Enters and coordinates all orders and shipments for Mercury serialized product and parts and accessories, Land 'N' Sea product
- Enters daily orders for Mercury serialized product and parts and accessories, Land 'N' Sea product, reconciles orders/allocation for distributors as loose cargo, LTL orders, and drop shipments, among others
- When applicable, coordinates the container load planning to ensure efficient use of container volume capacity for cost effective container loads
- Ensures shipments are made in a timely manner and properly invoiced
- Resolves any shipment issues related to tracing, shipment errors, freight costs
- Maintains appropriate levels of prioritization between P&A and serialized product
- Consolidation of P&A with shipments of serialized product as deemed appropriate by Sales Managers and Customer Service Manager
- Prepares pro-forma invoices for customers requiring such, for serialized and P&A orders
- Ensures that all proper export documentation is prepared to facilitate the export of all goods and submits same to appropriate transportation providers
- Communicates via email, voice or fax on a regular basis with assigned distributors to answer all questions related to product availability, orders in house and shipment estimated time of delivery
Qualifications for customer service & sales representative
- Works closely with Supply Chain Planner/Purchasing Manager
- Manages drop shipments orders from supplier/manufacturers to customer's freight forwarders for Mercury and Land 'N' Sea product
- Knowledge of export trade requirements to ensure consistent compliance with regulations
- Creates debit and credit adjustments where necessary
- Communicates regularly with manager to request systematic solutions and enhancements that streamline the order entry and distribution process for the international distributor
- Communicates shipping forecast data to manager on a weekly basis with emphasis on meeting month end, quarter end, and year-end shipping goals
2
Customer Service & Sales Representative Job Description
Job Description Example
Our company is growing rapidly and is hiring for a customer service & sales representative. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for customer service & sales representative
- Constantly reviews processes for inefficiencies and makes recommendations or takes action for process improvement
- Some Warehouse duties
- Some Warehouse/Driver responsibilities
- Consistently exceeds weekly/monthly sales goals (conversion rate, revenue)
- Helps to identify, research, and resolve customer complaints
- Provide responsive customer service
- Partner with colleagues to provide support for current accounts
- Provide information to customers and drivers on location and ETA
- Some VMI Support responsibilities
- Communicates product features and benefits and contract provision details
Qualifications for customer service & sales representative
- Experience in export logistics with comprehensive knowledge of international documentation and trade requirements is preferred
- Computer keyboard, mouse and multi-screen use
- May be responsible for credit/inbound, activations, customer service, sales, fraud protection, and other duties as required
- Previous customer contact experience a plus
- Working knowledge of Microsoft Office suite, especially strong Excel skills
- Government purchasing experience preferred
3
Customer Service & Sales Representative Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of customer service & sales representative. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for customer service & sales representative
- Receive inbound calls and place outbound calls to customers in order to provide information about products and services, to take orders, or to obtain details of complaints
- Resolve customers' service or billing complaints
- Contact customers in order to respond to inquiries or to notify them of claim results and any planned adjustments
- Obtain and examine all relevant information in order to assess validity of complaints and to determine possible causes
- Coordinate same-day deliveries and pickups for customers
- Contact all customers affected by product recalls and withdrawals
- Recommend improvements in products, shipping, service, or billing methods and procedures in order to prevent future problems
- Be responsible for taking customer orders via telephone - all calls are to existing customers
- Provide quality customer service by responding to questions and concerns
- Provide support to outside sales reps
Qualifications for customer service & sales representative
- Ability to occasionally pick product for shipping to customer and to replenish shelves with incoming items
- Internal Sales Service experience will be preferred
- Playing or coaching experience in or a very in depth knowledge of the sport of lacrosse or hockey is necessary
- Vendor management/tool crib experience
- Basic knowledge of Cribmaster
- Collaborative and fun working environment - team social events, team competitions
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Customer Service & Sales Representative Job Description
Job Description Example
Our company is looking to fill the role of customer service & sales representative. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for customer service & sales representative
- Promptly answer phones and route calls appropriately
- Create and maintain customer bid/price sheets if applicable
- Input customer pick-up and returns in the system
- Communicate with the operations staff regarding customer specifications, product availability and routing
- Manage ‘any sales promo programs
- Assist others within department based on business needs
- Assume responsibility for additional tasks as requested
- This position is responsible for supporting assigned United States field personnel and/or International Distributors
- Work closely with field personnel, Shipping and Receiving, Marketing, Clinical and Accounting Departments to ensure customer satisfaction
- Receive and service customer/field personnel calls regarding all aspects of the sales order process, return goods authorization process, consignment inventory monitoring and invoice entry to ensure customer satisfaction and efficiency of order processing
Qualifications for customer service & sales representative
- Courteous client contact skills
- Ability to work in start-up environment
- General PC and Microsoft Office knowledge
- Three to four years of customer service experience - preferably in a related field
- Excellent computer skills and ability to multitask
- Experienced CSR
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Customer Service & Sales Representative Job Description
Job Description Example
Our company is searching for experienced candidates for the position of customer service & sales representative. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for customer service & sales representative
- Prepare and process Inventory Consignment Agreements
- Document customer inquiries, correspondence and follow-up as necessary
- Responsible for monitoring, tracking, and sending demonstration units for sales demos and physician trainings
- Perform data entry & database maintenance in a variety of software applications (i.e., QAD, Microsoft Excel, CMS, Salesforce.com)
- Understand and follow established Regulatory and Quality Standard Operating Procedures and Department Operating Procedures pertinent to the effective operation of the Customer Service Department
- Respond to customer/field personnel inquiries and problem solving in a professional and effective fashion
- Provide feedback to the Customer Service Manager regarding customer concerns
- Responsible for audits/cycle counts for territory
- Supports audit and accounting needs for Customer Service, covering data access, file and e-file formats, and traceability
- Outstanding attention to detail, organization and accuracy of work are required
Qualifications for customer service & sales representative
- Strong research skills, attention to detail, organizational skills
- Ability to data mine extensively on Internet
- Knowledge of office systems to include computers, fax machines, calculators, telephones, printers and copy machines
- Knowledge of MS Office (Word, Excel, Outlook and Power Point)
- Computerized Data Entry skills (50 wpm)
- Professional with a high energy level