Sales Support Representative acting as main contact for customers and internal sales staff. Collaborating with teams to manage order cycles and customer data in ERP systems.
About the role
- Sales Coordinator working with account executives to support business development. Maintaining client relationships and preparing reports in a finance company specializing in equipment financing.
Responsibilities
- Supports account executive’s activities to maintain and nurture existing client relationships
- Functions as liaison between client companies, account executive, and operations staff
- Prepares weekly, monthly and/or quarterly reports, as specified by manager
- Organizes and maintains file system
- Participates in business/trade events that impact business unit
- Promotes company-endorsed programs and services within assigned territory
- Communicates credit approvals and declines to vendors, brokers, and customers
- Prepares documentation to include proper structure and pricing of the transaction
- Places follow up calls to vendors and customers for pending credit issues, invoicing, and to ensure return of required documents
- Ensures all credit contingencies have been satisfied
- Communicates with customers, vendors, brokers, and sources to obtain any missing items not returned with the documentation package to properly close transactions
- Requires properly prepared invoices and obtains sales quotes
- Resolves issues to facilitate the funding of lease/loan transactions
- Actively communicates on a daily basis with assigned sources, brokers, vendors and brokers on transactions and funding status of leases/loans
Requirements
- Bachelor’s degree in a relevant field OR High School Diploma or GED with three (3) years of related experience
- Ability to manage multiple and consistently evolving priorities
- Ability to learn additional systems as needed
- Ability to research, analyze data, and derive facts
- Ability to work in a team environment when applicable
- Ability to work under pressure and meet deadlines
- Developed relationship-building skills
- Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.)
- Strong verbal, written communication, and organizational skills
- Strong work ethic and self-motivation
Benefits
- Paid Vacation/Sick Time
- 401K with Company Match
- Medical, Dental and Vision Benefits
- Disability Benefits
- Health Savings Account
- Flexible Spending Account
- Life Insurance
- Parental Leave
- Employee Assistance Program
- Associate Volunteer Program
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