Customer Sales Representative Job Description

Customer Sales Representative Job Description

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Customer sales representative provides quality services that meet the highest technical and quality standards, regulatory requirements, and company policies and processes.

Customer Sales Representative Duties & Responsibilities

To write an effective customer sales representative job description, begin by listing detailed duties, responsibilities and expectations. We have included customer sales representative job description templates that you can modify and use.

Sample responsibilities for this position include:

Responsible for retention, customer satisfaction and growth within the customer base
Act as a primary point of contact for the assigned customer base and develop a positive ongoing relationship with customers plus an intimate knowledge of each account
Seeking sales opportunities, overcome objections, and making a valid sales attempt on each call
Meeting daily and monthly sales quotas
Act as the primary point of contact for the assigned customer base and develop a positive ongoing relationship with customers plus an intimate knowledge of each account
Enter and confirm sales orders placed by phone, fax and support sales force in the region
Initiate customer and order set-up and ensure a timely response to all orders received from customers
Check product availability and coordinate shipments in the region, liaising closely with distributors
Provide customers with proof of delivery
Coordinate invoicing with the Finance team

Customer Sales Representative Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Customer Sales Representative

List any licenses or certifications required by the position: HVAC, DOT, CFE, NAFTA

Education for Customer Sales Representative

Typically a job would require a certain level of education.

Employers hiring for the customer sales representative job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Business, Education, Associates, Communication, Technical, Marketing, Business/Management, Military, Entrepreneurship, Management

Skills for Customer Sales Representative

Desired skills for customer sales representative include:

Lines
Compliance with Company policies and quality processes
Marketplace
Technical sales background advantageous
With a healthcare
Farming operations
Collections regulations
Company services and promotions
Crops grown in the geographic area
Dialer functionality and call campaigns

Desired experience for customer sales representative includes:

On-line training
One year customer service work experience preferred
Primary focus is on prospecting for new end user business
Develops new value-added business at the end-customer level
2-5 years sales and customer service experience (preferably with a similar product, service or industry.)
Perform the weekly / daily SOX control

Customer Sales Representative Examples

1

Customer Sales Representative Job Description

Job Description Example
Our company is hiring for a customer sales representative. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for customer sales representative
  • Attend and participate in relevant stakeholder meetings/activities price reviews, budget preparation, tender preparation, account planning, sales meetings etc
  • Actively promote/sell parts, tools and service to support customer needs
  • Stay current on industry developments, competitive offerings and issues affecting sales and customers and communicate to relevant functions/stakeholders
  • Maintains professionalism in working relationships with team, customers and others within the company
  • Answer all designated incoming calls from external sources and process sales orders taken by phone
  • Assess customer inquiries and route to appropriate person or department
  • Take ownership of customer issues and ensure commitments are met as promised
  • Expedite urgent orders to ensure customer receives when needed
  • Advise supervisor of customer concerns and solicit support where needed
  • Proactively inform customer of any changes to order status, backlog issues, or other relevant matters
Qualifications for customer sales representative
  • Must have a strong sense of accountability, urgency and be able to meet deadlines
  • Dependable, reliable, punctual and self-motivated
  • Ability to meet work and productivity quotas and objectives through effective time management
  • Strong French/Spanish language is a plus
  • Advanced Microsoft Excel knowledge and is able to work with large spreadsheets
  • Experience handling maintenance services contracts is preferred
2

Customer Sales Representative Job Description

Job Description Example
Our company is hiring for a customer sales representative. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for customer sales representative
  • Assist Expeditor to ensure accuracy of customer backorder status
  • Stay current on industry developments, competitive offerings and issues affecting sales and customers
  • Develop working knowledge of products and their functions for their respective customer group
  • Communicate with online booking customers and potential customers via email and phone (and in the future, online chat)
  • Help customers navigate our websites and book events online
  • Resolve product/service problems by
  • Receive inbound telephone call, email, ecommerce, and fax sales orders
  • Use historical sales data to create quality re-orders
  • Collect and record Customer Relationship Management (CRM) data
  • Evaluate Customers’ Cold Drink Equipment (CDE) compliance and work with Customer on resolution when issues exist
Qualifications for customer sales representative
  • Minimum of one (1) year customer service experience in a call center, hospitality/restaurant or corporate setting
  • Possess strong listening, written and verbal communication skills
  • Must have valid and active driver's license, with an acceptable driving record
  • Ability to communicate in English clearly and proficiently
  • Handling inbound sales calls for direct marketing clients
  • Make outbound calls for direct marketing clients
3

Customer Sales Representative Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of customer sales representative. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for customer sales representative
  • Ability to meet monthly sales goals as outlined by the team manager / lead
  • May require nights and weekends (Saturday) to support the team
  • Manage all retention activities within an assigned service agreement customer base
  • Provide proposal, SOW and Contractual support for net new and renewal opportunities
  • Quarterback proposal / special bid process
  • Ensure appropriate approvals (delegated discounts, special bid pricing, Contracts and Negotiations ) are obtained
  • Drive business results and solve issues working with across functional teams including, Finance, Accounting, A/R, Credit Management, IT, Marketing, Global Logistics, Control Tower, Service Planning, Procurement, Channel Management, NRCS and Project Managers, Tax and Suppliers
  • Create and assist with customer deliverable documents including Statements of Work, Schedule of Services, PCRs and Quotations
  • Update appropriate databases, tools and applications supporting our contracts and proposals process
  • Support the Firm Order Exception and Firm Order Shipment processes especially monitoring CRADS and firm order arrival on a weekly basis
Qualifications for customer sales representative
  • Experience working in a call center environment as an inbound and outbound call center agent
  • Experience working on an outbound telemarketing dialer preferred
  • Proven ability to meet and exceed sales goals expectations
  • Background and drug screens are required for this position
  • High School Diploma or general equivalency diploma required
  • Ability to get both verbal and written communication across that has the desired effect
4

Customer Sales Representative Job Description

Job Description Example
Our innovative and growing company is looking for a customer sales representative. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for customer sales representative
  • Load inventory in the Oracle maintenance entitlement/billing module (OKS) and update inventory in Oracle Install Base
  • Set up appropriate billing schedule per agreement in OKS
  • Upon Quote acceptance/contract execution review and ensure all required documents are validated for accuracy and completeness prior to converting a quote to and order and progressing that order for booking or contract registration and activation
  • On high volume orders, work with control tower to identify and optimize pallet and truck quantities
  • Provide Backlog Management support by verifying orders are flowing through to manufacturing, monitor schedule dates to align with customer requirements, escalating and/or expediting when necessary
  • Practice daily monitoring of orders with invoice, FOE and credit holds to ensure we are releasing our orders and billing at the appropriate time
  • For Business Partner Maintenance opportunities, utilize BP pricing tool and determine list pricing for Global Care Flex and Customer Service offerings
  • Register all new customers in the system for new customer number assignment
  • Create, update, maintain, reinstate and deactivate customer numbers in Oracle CMR
  • Ensure all appropriate documentation, credit management approvals, BP agreements…etc
Qualifications for customer sales representative
  • Associates Degree or higher and 1 to 2 years of recent related experience, or sufficient combination of education and experience
  • SAP Business One experience
  • Flexibility - Due to the nature of our business, this role will require you to work flexible schedules including nights, weekends, overnights and holidays that may frequently change so flexibility is a must! Willingness to learn and help others Motivation and dependability
  • Flexibility - Due to the nature of our business, this role will require you to work flexible schedules including nights, weekends, overnights and holidays that may frequently change so flexibility is a must! Willingness to learn and help others
  • Receive, validate and process Business Partners new onboarding requests
  • Prepare new contracts for client and perform all onboarding activities for new BPs (including obtain Business Partner signature, new CMR creation request, complete partner profile in partner management)
5

Customer Sales Representative Job Description

Job Description Example
Our growing company is hiring for a customer sales representative. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for customer sales representative
  • Calculate Business Partner Quarterly Returns Cap based on the client's Policy
  • Electronically store all pertinent contractual customer/BP documentation and customer records documentation in Oracle Content Management for archiving purpose
  • Act as the Dispute Resolution Owner (DRO) by ensuring timely resolution of disputes and if needed accurate billing adjustment execution
  • Maintain strong Business Control posture to protect client's business and in support of audits and JSOX business controls requirements
  • Sharing of any interaction and involvement with customers that might require the outside sales representative's attention or may result in additional sales
  • Coordination of quote activity and paperwork
  • Initiate / Drive internal and customer meetings
  • Should have a general understanding of shipping procedures including Export Compliance requirements
  • Perform a variety of tasks and duties as assigned
  • Handle customer service inquiries and problems via telephone, internet or written correspondence
Qualifications for customer sales representative
  • Organization capability
  • Ability to have a deep understanding of customer needs and exceed customer expectations
  • Ability to work under pressure and prioritize workload, complex tasks and issues as required
  • Self-motivated, self-confident and able to handle peaks of workload
  • Undergraduate Degree or minimum of 2 years of related customer service / sales support work experience internal and external
  • Knowledge of German or Italian is a plus

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