Specialist, Customer & Sales Support - Local Customer Service - 3100

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.