Sonoma Promotional Solutions
Sales Administrative Assistant
Sonoma Promotional Solutions, Sonoma, California, United States, 95476
Account Coordinator
Overview
The Account Coordinator position is an integral part of the sales team providing administrative support and customer service throughout the entire sales and production process. The role provides assistance to both a specific team of Account Executives and other members of the larger sales team including other assistants. This position reports directly to our VP Sales and General Manager while functioning as part of an Account management team.
Duties Overview
Screen inbound calls
Write up and/or proofread and enter all orders
Assist with all paperwork to maintain the flow of each project to turn into accounting
Research similar projects for quotes
Follow up with clients on status as required
Assemble research for reorders
Call potential clients with expiring quotes, and other customer outreach as required
Keep samples of all catalog programs on file (binder)
Monitor shipping report with expected orders shipping the coming week by factory
File all shipping quotes for Account Executives (AEs)
Catalog and samples requests shipped the day requested if in by a certain time
Research old customer reorders for price accuracy and quantity
Licensing, TM and manufacturing paperwork as needed
Fill out order confirmation docs when customer does not have PO
Check each incoming order for shipping instruction accuracy
Alert Accounting on direct ship candidates
Maintain project files for AEs
Assist with desk in AEs absence
Provide Customer Service as directed by AE
Input final quote and final approved factory artwork in drop box on customer record
CRM and customer records updates including new customer record creation
As experience and proficiency expands, additional duties will be added
Measure of performance
Proficiency at tasks assigned
Ability to learn quickly, work with minimal direction and deliver thorough and complete outcomes
Willingness to expand the role and accommodate additional duties.
THIS JOB DESCRIPTION IS NOT INTENDED TO BE CONSTRUED AS AN EXHAUSTIVE LIST OF ALL RESPONSIBILITIES, DUTIES AND SKILLS REQUIRED. NOTHING IN THIS JOB DESCRIPTION RESTRICTS MANAGEMENT’S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO EMPLOYEES IN THIS CLASSIFICATION.
Seniority level Entry level
Employment type Full-time
Job function Sales and Business Development
Industries Wholesale
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Duties Overview
Screen inbound calls
Write up and/or proofread and enter all orders
Assist with all paperwork to maintain the flow of each project to turn into accounting
Research similar projects for quotes
Follow up with clients on status as required
Assemble research for reorders
Call potential clients with expiring quotes, and other customer outreach as required
Keep samples of all catalog programs on file (binder)
Monitor shipping report with expected orders shipping the coming week by factory
File all shipping quotes for Account Executives (AEs)
Catalog and samples requests shipped the day requested if in by a certain time
Research old customer reorders for price accuracy and quantity
Licensing, TM and manufacturing paperwork as needed
Fill out order confirmation docs when customer does not have PO
Check each incoming order for shipping instruction accuracy
Alert Accounting on direct ship candidates
Maintain project files for AEs
Assist with desk in AEs absence
Provide Customer Service as directed by AE
Input final quote and final approved factory artwork in drop box on customer record
CRM and customer records updates including new customer record creation
As experience and proficiency expands, additional duties will be added
Measure of performance
Proficiency at tasks assigned
Ability to learn quickly, work with minimal direction and deliver thorough and complete outcomes
Willingness to expand the role and accommodate additional duties.
THIS JOB DESCRIPTION IS NOT INTENDED TO BE CONSTRUED AS AN EXHAUSTIVE LIST OF ALL RESPONSIBILITIES, DUTIES AND SKILLS REQUIRED. NOTHING IN THIS JOB DESCRIPTION RESTRICTS MANAGEMENT’S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO EMPLOYEES IN THIS CLASSIFICATION.
Seniority level Entry level
Employment type Full-time
Job function Sales and Business Development
Industries Wholesale
#J-18808-Ljbffr