Customer & Sales Support Specialist

Why you’ll love it here!

+ Benefits include Medical, Dental, Vision, Tuition Reimbursement, Pet, and Legal Insurance

+ 401k
+ Community Service Day

+ Spotlight Awards

+ National Sales Excellence Awards

+ CFSP Prep Certification Program

POSITION SUMMARY:

• The Customer & Sales Support Specialist reports to the Divisional Vice President, Business Development
• Located in Irvine, CA
• Full-Time
• In Office/Hybrid/

Join our dynamic Sales Support Department as a Customer & Sales Support Specialist. In this role, you'll assist the Business Development (outside sales) team by performing clerical tasks with precision in a fast-paced environment. Your responsibilities include data entry, basic bookkeeping, creating quotes and orders, collaborating with vendors and internal departments, and providing top-notch customer service. Your focus will contribute to profitable revenue growth and effective customer relationship management.

ESSENTIAL FUNCTIONS & RESPONSIBILITIES:

Project and Financial Reporting:

• Create and maintain accurate project and financial reporting.
• Assist in preparing customer invoices and provide support during the bidding process.

Credit and Pricing Management:

• Research and process credits, returns, and price adjustments.
• Proactively engage in "up-selling" and bundling techniques for profitable revenue growth.

Collaboration with Sales Team:

• Collaborate with BDMs to distinguish TriMark USA quotes and services.
• Maintain close relationships with BDMs and customers to understand the competitive marketplace.

Proposal Development:

• Evaluate requests and develop proposals for customer solutions and profitable growth.
• Work closely with manufacturers, vendors, and BDMs to develop market-level pricing for proposals.

Forecasting and Reporting:

• Update forecasts and provide actionable monthly reporting based on forecasted opportunities.
• Gather critical site information for TriMark USA products, contributing to the product database.

Sales Process Support:

• Assist in all aspects of the sales process, including research, proposal requests, post-buy analysis, and account management.
• Field telephone calls for traveling team members and maintain account files.

Issue Resolution:

• Resolve billing/invoice and inventory issues under the direction of the sales team.
• Assist in drafting and finalizing sales proposals and managing proposal templates.

Logistics Coordination:

• Coordinate logistics and content preparation for onsite and offsite sales visits.
• Manage sales and marketing content to drive efficiency.

Point of Contact and Training:

• Serve as the point of contact for the sales team.
• Assist in training new Sales Coordinators and Business Development Managers.

COMPETENCIES:

• Solid understanding of basic accounting principles.
• Strong attention to detail and high accuracy level.
• Excellent written and verbal communication skills.
• Ability to provide excellent customer service.
• Proficient in Microsoft Office applications.
• Strong problem-solving skills and ability to present creative solutions.
• Ability to work independently or as part of a team.
• Flexible and adaptable to meet changing needs.

QUALIFICATIONS & EXPERIENCE:

• High School Diploma or GED and, or equivalent military or practical experience.
• 1 – 2 years of customer service experience.
• Ideal candidate may have experience in bookkeeping and with Auto Quotes ERP.
• Experience in hospitality or food service with knowledge of supplies.
• Prior work experience in sales, call center, or telephone support.
• Experience in a distribution environment is a plus.
• Ability to successfully pass a background check post offer acceptance.

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