Desk Sales Job Description
Desk sales
provides feedback to management concerning information gleaned from potential and current customers about our products, services, support, or any reactions to Marketing promotions.
Desk Sales Duties & Responsibilities
To write an effective desk sales job description, begin by listing detailed duties, responsibilities and expectations. We have included desk sales job description templates that you can modify and use.
Sample responsibilities for this position include:
Assist in coordinating sales desk initiatives
Provide assistance in fulfillment of marketing materials, trinkets, sales supplies, mailing campaigns
Provides assistance in fulfillment of marketing materials, trinkets, sales supplies, mailing campaigns
Perform detailed research to understand the account team’s customers in alignment to business and IT priorities vertical specialization
Generate sales ideas and campaigns to help Internal Wholesalers strengthen Financial Advisor relationships within their territories
Establishing and monitoring staff work schedules and managing human resource functions, where assigned, including interviewing, hiring, training, one on ones, performance evaluation, conducting staff meetings, resolving concerns and disputes, payroll processing, disciplining and terminating employees all associated recordkeeping
Great computer skills and phone skills
Pre-Chat, educate, provide a tour to all new clients
Offer the wellness program using a scripted process, overcome objections and sell memberships to all new clients
Become an expert on our Murad skincare product line
Desk Sales Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Desk Sales
List any licenses or certifications required by the position: FPC, CPP
Education for Desk Sales
Typically a job would require a certain level of education.
Employers hiring for the desk sales job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Business, Finance, Marketing, Associates, Education, Management, Business/Administration, MBA, Financial Services, Computer
Skills for Desk Sales
Desired skills for desk sales include:
Massage and esthetic services and modalities
Massage and skin care services
Massage and esthetic services
Willingness to learn
Massage and esthetic services and modalities desired\
Any current promotions and marketing initiatives
Product information
Enforce policies and procedures
Desired experience for desk sales includes:
Help manage our member base with various communications for new members, on-boarding, suspended accounts
Backup the receptionists by answering phones and checking people in and out
Meet sales closing goals
Complete additional projects assigned by management
Assists to maintain a professional front desk and reception area, daily tasks to include but are not limited to
Have previous sales experinece (preferred)
Desk Sales Examples
1
Desk Sales Job Description
Job Description Example
Our innovative and growing company is looking for a desk sales. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for desk sales
- Record & follow-up on escalations, customer queries and complaints
- Data entry/maintenance of Contact Management System that includes utilizing equity, fixed, bank loan, real estate and alternative research distribution lists
- Assist manager with team/channel reporting and administrative support for tracking of performance objectives/metrics and goal attainment
- Participate in team meetings/calls, product training, IM Lunch and Learns to gain understanding of the business
- Assist Business Development team with conference coordination and meeting prep
- Job shadow Internal Sales to understand sales role in Private Wealth and Advisor channel
- Segmentation reviews on all A-B-C-T clients
- Build decks for meeting preparation & follow up for field teams business development teams
- Research industry websites for ideas on best advisor resources
- Data mine targets from RIA Database, Meridian, to supply sales teams with new prospects
Qualifications for desk sales
- Working knowledge of personal computers and Microsoft business software (Word, Excel, PowerPoint, Outlook,etc.)
- Progress towards industry designations
- Manage a team of Investment Professionals to generate results and work towards sales goals
- Leadership/Coaching of multiple roles within team
- Manage day to day sales desk work load (In box, quotes, process orders, order acknowledgments, repairs and deliveries)
- Prepare, submit and follow up customer quotations
2
Desk Sales Job Description
Job Description Example
Our growing company is looking for a desk sales. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for desk sales
- Track and act on quotations using the dashboard to drive conversion rates
- Track and act on work inbox in a timely manner
- Provide sales support to the customer facing sales team
- Sell products and/or services via telephone and coordination of customer repair and service orders
- Responds and follow up customer inquiries regarding quotations and delivery
- Contacting clients to determine order forecasts and new orders
- Investigate new sales potential new customers (ask if they want fries with that!)
- Creation of financing offers for our dealers and customers only for campaigns VT and used trucks, LCV and COE campaign, after TM green light
- Obtaining and verifying documentation for credit and creating credit inquiries
- Create and send the contract documents and keeping track of missing documents
Qualifications for desk sales
- Willingness to participate in proactive team efforts to achieve departmental and company goals
- Experience in automotive sales management, is a plus
- Represent Massage Envy in a positive manner, both in action and speech
- FUN, OUTGOING, TALKATIVE, PEOPLE PERSON WANTED!!
- Advanced education (MBA, CIMA, etc) a plus
- High level of independence, accountability and initiative
3
Desk Sales Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of desk sales. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for desk sales
- Send Premium items to Financial Advisors- golf balls, t-shirts, mugs
- Learn about financial hypothetical illustrations and bind literature materials for advisors to utilize during wholesaler meetings
- Follow up with customers on the submitted offers for clarifications and receipt of purchase order
- Review customer purchase orders for correct pricing, discounts, terms and conditions, part numbers and hand it over to customer support for further processing
- Develop sales forecasting on a monthly basis and execute the sales plan to achieve bookings commitment for the month, quarter and year
- Proactively identify new business opportunities from the assigned customer base by understanding FSG white space, competitor weaknesses and new applications
- Develop good understanding of Flow Solution Groups product portfolio, competitor products and industry applications to formulate our positioning & pricing strategy to win business
- Maintain awareness of customer trends, trade development, and competitive activity and share with the Regional sales and marketing teams
- Seek assistance from Regional sales manager & regional field sales engineers in handling high value opportunities
- Act as the contact for receiving customer queries and issues and work with the relevant functions within the organization to bring them to satisfactory conclusion
Qualifications for desk sales
- Have flexible availability to work days, nights, weekends, and some holidays
- Able to learn quickly and adapt
- Working in fast paced environment cohesively with others
- Have sales experience selling memberships (preferred but not required)
- Work cohesively with others in a fun, busy, and fast-paced environment
- Thrive in a fun, fast-paced, frequently changing environment
4
Desk Sales Job Description
Job Description Example
Our growing company is looking to fill the role of desk sales. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for desk sales
- Work cross functionally to deliver accurate answers to Sales and Account Management submissions
- Ensure timely delivery of answers to submissions and recommend measures to reduce turn-around times
- Proactively assess trends and training opportunities and partner with athenaUniversity and Access and Awareness to ensure continuous education programs for Sales and Account Management
- Assess the needs of Sales segments and sub segments and meet regularly with Sales leadership to provide insight into training needs of teams
- Keep up-to-date on new product features and functionality
- Manages the client contract and assists with the sales process for CA Services via the Sales Desk function
- In the services sales process, finalizes contracting by working with Sales, Technical teams, Contracts and Finance
- Makes business decisions that directly affect the department and positively affect the organization’s processes
- Develops and implements policies and procedures for the department to meet broad, but specific goals and objectives of the organization
- Works with executive management in initiating project related work that impacts functional operations
Qualifications for desk sales
- Completed commercial training , preferably at a financial institution
- Experience in the financial products inside sales.( Banks or Consumer credit experience)
- Good grasp of complex issues and very good understanding of numbers
- Good command of written and spoken English desirable
- Motivation to develop themselves professionally and personally
- Sales experience & Managing a sales team
5
Desk Sales Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of desk sales. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for desk sales
- Sits within the Sales Operations Organization to provide expert operational knowledge to Global Theater Sales Operations team members
- Review and rectify escalated customer satisfaction issues due to sales errors
- Interface closely with Sales, Legal, Finance, Operations, and Product Management teams to drive operational and process efficiencies
- Develop and document business requirements for new product launches, including quoting design, testing, and field training
- Create and maintain required documentation and proactively identify improvement opportunities through sales processes and policies
- Monitor and enforce CRM and CPQ data integrity in support of the overall sales process
- Provide sales communication and education on current processes and best practices
- Answer pre and post sales questions from partners and internal sales teams
- Actively support continuous process improvements relevant to the sales activities/functions
- Support the end-of-quarter sales effort by assisting the order desk team and approvals through intern processing
Qualifications for desk sales
- Technical service experience (>3 years)
- Fluent English, additional language will be an asset (German, Bulgarian, Serbian)
- Ability to describe and to provide solutions to complex technical problems over the phone
- Technical knowledge for WABCO parts, systems, services and diagnostic tools will be an asset
- Good understanding of the local Commercial Vehicle market
- Experience as automotive sales manager preferred