Customer Service Sales Job Description

Customer Service Sales Job Description

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Customer service sales provides advice and counsel to Canadian Banking units and customer distribution channels with respect to regulatory market conduct and sales practices compliance, products, programs, policies and procedures.

Customer Service Sales Duties & Responsibilities

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

Sample responsibilities for this position include:

Process customer returns per company policies and procedures
Inform existing customers of products, services, and advantages by identifying upgrade potentials, quoting prices, negotiating lead time to meet customers’ requirements
Responsibilities include processing customer orders and sales
Employee Advantage - retail discounts with over 3000
Responsible for accuracy of order entry (correct pricing, shipping details, stock availability )
Direct the operations functions of the branch
Perform staffing evaluation to ensure appropriate levels of staffing and skill sets in support of customer service requirements
Recommend hires, transfers, terminations, salary adjustments, performance standards and reviews
Verify all price Exceptions and ensure they are properly approved
Continuously monitor and analyze price quote activity to assure systematic risks are identified and corrected

Customer Service Sales Qualifications

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

Licensing or Certifications for Customer Service Sales

List any licenses or certifications required by the position: HVAC, NAFTA, WSIB, ISO, ASE

Education for Customer Service Sales

Typically a job would require a certain level of education.

Employers hiring for the customer service sales job most commonly would prefer for their future employee to have a relevant degree such as High School and Collage Degree in Education, Associates, Business, Marketing, Business/Management, Management, Entrepreneurship, Business/Administration, Technical, Communication

Skills for Customer Service Sales

Desired skills for customer service sales include:

Procedures
Services
Policies
Regulatory guidelines
Ability to quickly learn banking and lending products
Effective marketing and sales practices
Massage and esthetic services and modalities
Commonly used concepts
Practices
Procedures within the construction field

Desired experience for customer service sales includes:

Gathers information skillfully and develops alternative solutions when needed
Adapts to changes in the work environment while managing complex demands
Highly proficient in MS Office products with an emphasis on excel
Update ERP with Contract Prices
Maintain Price List in ERP
Maintain Intercompany prices (transfer price)

Customer Service Sales Examples

1

Customer Service Sales Job Description

Job Description Example
Our company is looking for a customer service sales. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for customer service sales
  • Execute operational and selling processes and ensure sales performance standards are met - Execute sales effort in an ethical and professional manner, while following policy and procedure
  • 2-3 years are sales experience
  • Proven ability to comply to offers, additional offers, and upsell
  • Ability to profile Members and tailor solutions to address spoken and unspoken needs- Ability to listen, discover and understand Members needs or concerns
  • Quick ability to build rapport with Members
  • Answering incoming calls and scheduling appointments
  • Filing and other general office duties
  • The position will primarily entail generating sales from new inquiries, old inquiries that did not go through, touches made by marketing employees while off site, people calling in from any of their different advertisements (coupons, commercial, flyer, ad)
  • Coordinate both domestic and international delivery of parts and other related duties
  • Participate in the negotiation of service agreements with customers the team in Japan
Qualifications for customer service sales
  • Willingness to work flexible hours (7AM - 7PM) - Specific position shift (10am - 7pm)
  • Communicate with customers on new and existing orders and any special requests
  • Review Open Order Report on a weekly basis
  • Responsible for following prototypes
  • Work with RMA Coordinator for efficient processing of returns and replacement orders
  • Resolve billing and shipping errors
2

Customer Service Sales Job Description

Job Description Example
Our company is growing rapidly and is looking for a customer service sales. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for customer service sales
  • Respond knowledgeably to returns, credits/adjustments, all mail, and adjustment log/inventory
  • Handle product/service claims and special orders/requests
  • Coordinate the shipments and establish approximate delivery time and cost for customers and investigate delivery delays
  • Export – Import documentation, NAFTA certificates
  • Coordinate the tracking procedure for lost orders and shipments and claims
  • Handle correspondence quickly, accurately and in a business-like manner
  • File original purchase orders
  • Focus on accuracy, organization and attention to detail
  • Promotes and maintains positive customer relations
  • Outbound telephone calls to customers to set appointments, make reminder calls to seminar guests, and provide leads to sales management are the primary functions
Qualifications for customer service sales
  • Proper phone adequate
  • Prior experience in Customer Service (apparel/textile manufacturing) a plus
  • Quick problem solver with excellent organizational skills
  • Great people person who is passionate about customer service, helping people and engaging with customers
  • Good computer skills, and able to talk and type on the computer fluently
  • Requires Property and Casualty license to be obtained immediately after hire (training provided)
3

Customer Service Sales Job Description

Job Description Example
Our innovative and growing company is looking for a customer service sales. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for customer service sales
  • Conduct a needs analysis to determine prospects needs and what solution may interest them
  • Coordinate all leads, prospects and opportunities, set tasks to follow up
  • Ensure proper conversion of prospects into opportunities within Salesforce
  • Follow-up with prospects until onboarding
  • Make outbound calls and sending e-mails to potential prospects
  • Set appointments for Sales field as needed
  • Call current route customers to penetration of allied products
  • Survey current and past customers as needed
  • Provide exceptional customer service and timely follow-up
  • Communicate clearly and precisely with potential and current customers in written and verbal form
Qualifications for customer service sales
  • Must be able to move engine blocks and other heavy equipment with moving aids designed to move such items including hand trucks, dollies, motorized cart, pallet jacks
  • Knowledge of operation of office equipment
  • Typing and grammar skills
  • Knowledge of computer software applications in word processing, spreadsheets, & database
  • Screen printing experience is a plus!
  • Must possess experience with managing customer service calls for both inbound and outbound calls, in a high-paced call center environment
4

Customer Service Sales Job Description

Job Description Example
Our growing company is hiring for a customer service sales. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for customer service sales
  • Utilize appropriate sales guidelines to properly process customer requests to add services
  • Other projects or tasks assigned by sales manager as needed
  • Process inquiries and orders from customers in the Eastern European region, in particular Russia and former CIS countries Poland
  • Check incoming orders and co-ordinate delivery options
  • Keep an eye on stock and your customers´ preferences and ordering habits to ensure a smooth order fulfillment process
  • Communicate with your customers to clarify questions and agree on activities
  • Working closely with your Manager and peers on day-to-day activities
  • Ensure that customers receive an adequate level of service or assistance with their enquiries and concerns offering alternative solutions that best meet their needs, pricing enquiries, delivery status/concerns (via email/phone), product returns
  • Maintenance of customer master file, pricing structures in SAP
  • Conduct daily efforts within a retail space to identify, target and make sales
Qualifications for customer service sales
  • 1 year retail sales, cashiering, warehouse clerk or customer service experience
  • High energy, outgoing personality, flexible and quick learner with a good attitude
  • Typing skills of 30 wpm with an excellent accuracy rate
  • Must have working skills in Microsoft Outlook and inputting and sorting in Excel, aptitude to learn private software package
  • Pleasant phone voice that speaks clearly with patients in explaining process and answering questions
  • Requires at least 1 year of Customer Service phone experience
5

Customer Service Sales Job Description

Job Description Example
Our company is looking to fill the role of customer service sales. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for customer service sales
  • Send confirmation to customers and contact them to check any details that may be wrong or to obtain missing information
  • Provide a point of contact for customers with queries about orders or deliveries
  • Maintain sales records and update customer records
  • Provide information on sales by product line or territory that sales managers use to prepare reports and monitor performance
  • Update reps on order status and delivery details so that they can keep customers informed
  • May also arrange appointments for the sales team and supply any presentation or product information that reps need for meetings
  • Create and implement a business plan in alignment with the company’s overall business targets
  • Create successful sales strategies that will maximize asset allocation and increase revenue
  • Develop and manage customer relationships within the region of responsibility
  • Responsible for market and customer analysis to develop products and service improvements increase brand awareness in Japan
Qualifications for customer service sales
  • Minimal of 2-5 years of inside sales support or related experience
  • Successful track record for managing sales cycle, negotiations and meeting sales objectives
  • Comfortable with cold calling and multiple follow up techniques
  • Experience in coffee industry or another specialty food product preferred
  • Proficiency in desktop software programs (Word, Excel, PowerPoint) and other software packages as necessary (CRM, order management, etc), functional knowledge of network systems necessary to complete tasks, and manage duties accordingly
  • Ability to take initiative to monitor and continuously improve efforts

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