US Sales Administrator
4 days ago
- Accountable for reviewing and submitting orders to OM within designated time frame
- Assist Sales with administrative functions and serve as a liaison between various depts and sales team
- Serve as a CSA corporate ambassador, responsible for communicating effectively, working harmoniously and being helpful with the
Sales organization and other internal departments. Always displaying a positive and approachable manner - Responsible for maintaining a PO pend and a Rejected order% below 8%
- Able to learn, understand, explain, and become an expert with the programs that Branch/Sales Administration uses daily such as CPQ,and Therefore, Salesforce and Sidekick
- Review and process orders for accuracy and compliance within 1-2 hours of receipt. Validate pricing, promotion eligibility, service pricing, approvals, and ensure proper documentation is submitted. Required to process approximately orders annually or 2.5% of total order intake annually.
- Assist Sales by ensuring that new address set ups are reviewed, updated onto template, and submitted to Data Management prior to order being submitted to OM. Assist other branches with processing orders and tasks when requested. Review CI (Customer Inquiry) ticket request within 1-2 days and continue to monitor until ticket is closed.
- Utilize Power BI and Oracle platforms to generate information for the Sales organization that relates to Orders, RMAs, and delivery statuses along with any additional inquiries connected to the customer. Process and monitor Territory Tracker move requests.
- Assist other Departments within the organization to ensure the internal & external customer is receiving excellent customer service.
- Work closely with OM and CFS teams to make certain proper documentation is submitted correctly and is ready for CFS PO issuance and booking.
- Attend CPQ, Salesforce, Sidekick and Therefore training to increase knowledge which will help you become an expert. Test your knowledge by working in the UAT environment for CPQ and Therefore
- Assist Sales by ensuring that new address set ups are reviewed, updated onto template, and submitted to Data Management prior to order being submitted to OM. Assist other branches with processing orders and tasks when requested. Review CI (Customer Inquiry) ticket request within 1-2 days and continue to monitor until ticket is closed.
- Follow policies and procedures to ensure that the order package being submitted to Order Management meets WTS guidelines.
- Review and report any system issues you are encountering; this will aid in learning the various platforms.
- Communicate with BA Management team orders incorrectly identified as pended or rejected to help ensure accuracy of PO pend and Rejected order percentages.
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