B2B Account Coordinator

Company: Carolina Handling
Location: Greenville
Posted on: November 22, 2021

Job Description:

JOB SUMMARY
Sales Coordination is the last line of defense to ensure we meet our customers' needs and expectations on all new equipment purchases. Sales Coordinators are responsible for working with Sales Representatives and Sales Leadership throughout the entire order to delivery process and review all documentation to ensure accuracy. They will also work hand and hand with other internal departments to be a liaison for the sales force. They will be expected to gain proper approvals from management, keep all reporting up to date, and meet deadlines. This is a fast-paced environment where the ability to multitask and prioritize requests requires a strong focus in customer service. As a Sales Coordinator you must be able to work in a team environment, think on your feet, enjoy problem solving with attention to detail and accurate data entry. This role also requires a Mid-level understanding of Excel, Google sheets, and other Microsoft products.

PRINCIPAL DUTIES AND RESPONSIBILITIES
Process and coordinate orders for Sales Representatives
Assist Sales Representatives with paperwork, ensuring accuracy and timeliness.
Coordinate sales functions with other departments within the organization to ensure timely communications and delivery of equipment sold.
Analyze and process all phases of the sales order, from receipt of order to delivery of product.
Execute Irium system policies and procedures.
Ensure accuracy of booking/billings, Commission and Gross Profit.
Maintain proper E-Files with all required documentation needed for sales orders.
Maintain the order management system.
Act as a liaison for the sales team between all Carolina Handling departments, Raymond, and other vendors.
Secure approval from appropriate sales management for all items that require approvals prior to booking, such as internal billings.
Order Accuracy - Order equipment correctly the first time to prevent any additional chargers and issues for customers.
Coordinate delivery and pick-up of demo and new equipment with Cartage Department and Sales Representative.
Maintain accurate and current stock inventory list and MEI list.
Prepare customer acknowledgement letters.
Work with Sales Reps to ensure monthly forecast accuracy.
Maintain regular contact with Sales Representatives in regard to current month bookings, routine deadlines and special assignments, including sales incentive programs, vendor contests and changes vendors make in sales policies or procedures.
Carry out department and company policies and procedures.
Work in a team atmosphere toward the goals and objectives of your team and company.
Maintain a safe and non-hazardous work environment.
Other duties as assigned by the Sales Support Manager.

KNOWLEDGE, SKILLS AND ABILITIES
Minimum 2 years overall in a supporting or customer service function.
Must be self-structured with a high level of thoroughness.
Excellent communication skills, written, verbal and listening.
Ability to build and maintain relationships.
Strong desire to exceed customer needs and satisfaction.
Ability to manage multiple tasks simultaneously.
Project a courteous and professional image at all times.
Must exhibit detail orientation, with a strong sense of urgency.
Excellent organizational skills.
Strong math aptitude.
Must be able to readily accept challenges.
Mid-level understanding of Excel, Google sheets, and other Microsoft products.

LEVEL OF AUTHORITY
Within company and departmental guidelines preset by respective Manager.

WORKING CONDITIONS
While performing the duties of this job, the Associate is regularly required to work in a high-paced environment with a high volume of information flow and frequently changing priorities. -The Associate is occasionally exposed to a machine shop environment and hazards from equipment movement. -Position requires frequent customer interface and occasional overnight travel.

PHYSICAL REQUIREMENTS
While performing the duties of this job, the Associate is regularly required to sit, talk and hear. -The Associate frequently is required to walk; use hands to finger, handle or feel; and reach with hands and arms. The Associate is occasionally required to stand for moderate amounts of time. -The Associate must have good articulation and voice control. -Additionally, the Associate must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 20 pounds. -Specific vision abilities required by this job include close vision, peripheral vision, and ability to adjust focus.

Keywords: Carolina Handling, Greenville , B2B Account Coordinator, Sales , Greenville, South Carolina