SALES ASSISTANT

Job Summary

The Sales Assistant manages the essential administrative and operational tasks that keep the sales department running smoothly. This role works closely with sales, customers, and other departments, which requires a high level of attention to detail to ensure all documentation and reporting are handled with precision. A strong focus on customer service is also key, as this position plays a vital role in keeping communication clear and ensuring a positive experience for every customer.

 

Primary Responsibilities

• Sales Processing: Manages all documentation for units sold, including the coordination of financing and leasing paperwork.
• Equipment & Inventory Administration: Registers new equipment for warranties, generates purchase orders for new inventory, and assists with ordering whole goods.
• Quotes & Custom Orders: Creates and logs equipment quotes and manages the details for pallet racking special orders and associated drawings.
• Data & CRM Management: Maintains the CRM system by adding new customer profiles and ensuring all lead information is current.
• Reporting: Compiles and distributes recurring reports, including bi-weekly/monthly new customer updates and monthly reports for open quotes, sales, and wholesale activity.
• Sales Leads: Serves as the first point of contact for sales calls, directing leads to the appropriate territory representative.