This position is open at Workpointe, An Insidesource Company. Read more about the Insidesource / Workpointe merger here!
Workpointe DEI Statement
By nurturing a culture where everyone experiences a deep sense of belonging and equity of opportunity, we will uphold our vision to "unleash human and business potential." We commit to being an anti-ism workplace and embedding diversity, equity, and inclusion throughout our business.
Job Summary
The Sales Coordinator provides high-level support to customers and the internal sales organization for preparation, processing, and coordination of customer orders. They achieve superior technical skills and understanding of the pre-order and order fulfillment process, and practice strong communication skills both internally and externally. They possess the desire to achieve a high level of professionalism through continuous improvement processes and practices.
Essential Duties and Responsibilities:
- Maintain Operating procedures and best practices as established by dealer.
- Help to establish, develop, and maintain the desired levels of customer satisfaction for each account and project.
- Serve as point of contact and communication with the customer on designated projects.
- Prepare vendor quotes at request of Salesperson.
- Conduct sales calls with or without Sales Representative, as needed.
- Process complete and accurate orders and track acknowledgements.
- Utilize all order management reports to track orders.
- Publish status reports for review by the sales team and customer.
- Participate in regular team meetings, take notes, and update all parties on the status of projects and activities.
- Coordinate the production of installation drawings with the Designer/Architect and customer to ensure functionality of product as well as accuracy of specifications.
- Coordinate requests for delivery, service, and installation with Operations personnel or outside contractors.
- Perform site visits as necessary.
- Be familiar with all contract agreements between the customer and Workpointe.
- Ensure that all punch list items have been resolved and orders closed out for invoicing in a timely fashion, including warranty items.
- Identify and enlist resources necessary to effectively service the customer.
- Maintain accurate and standardized order records.
- Lead special projects.
- Assist in Worksheet/2020 for Sales Team.
- Regularly participate in training on products and trends.
- None
- Customer Service work experience - preferred.
- Experience with dealership business systems- preferred.
- Furniture industry experience - preferred.
- Proficiency in Microsoft Office software (Excel, Word, Outlook, etc.).
- Proficiency in CAP 2020 and Trello, or willingness to learn quickly.
- Ability to learn and apply technical skills in dealership business system.
- Understanding of the complexities and sophistication required to thrive in the dealer environment.
- Fluid interpersonal skills to interact effectively with a wide range of customers, vendors, personnel, and departments.
- Ability to see the big picture and integrate into day-to-day tasks and activities.
- Excellent and effective oral and written communication.
- Prior experience successfully managing multiple projects simultaneously in a fast-paced work environment.
- Excellent analytical and problem-solving skills.
- Strong organizational and administrative skills.
- Experience in customer service required.
- Demonstrated commitment to professionalism, integrity, and sound judgment in business transactions, and to providing the highest level of customer satisfaction.