Sales Support Associate Resume Samples

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AH
A Halvorson
Arturo
Halvorson
8469 Aufderhar Ridges
Los Angeles
CA
+1 (555) 762 9316
8469 Aufderhar Ridges
Los Angeles
CA
Phone
p +1 (555) 762 9316
Experience Experience
09/2016 present
Chicago, IL
Senior Sales Support Associate
Chicago, IL
Senior Sales Support Associate
09/2016 present
Chicago, IL
Senior Sales Support Associate
09/2016 present
  • Handling all inbound Product and Sales calls
  • Communicating with Financial Professionals through letters and email
  • Handling special projects as assigned within Desk
  • Attending various sales meetings and training sessions
  • Placing orders for marketing materials
  • Running analytics and historical illustrations
  • Monitor and manage with minimal guidance the pricing request email inboxes for all sales regions
11/2012 06/2016
Detroit, MI
Digital Sales Support Associate
Detroit, MI
Digital Sales Support Associate
11/2012 06/2016
Detroit, MI
Digital Sales Support Associate
11/2012 06/2016
  • Generate monthly client campaign reports and interpret the results, providing key metrics and campaign recommendations to assist the
  • Work collaboratively with Account Managers and/or the sales team to recommend campaign modifications for optimal results
  • Work with agency contacts and/or sales teams to research, write and create sales presentations
  • Enter and maintain customer data in an order management system (OMS) or customer relationship management system (CRM)
  • Support and adhere to digital revenue operational processes, policies, procedures and standards of performance
  • Liaise with sales, web production, marketing and analytics regarding planning and prioritization to assist in execution of the campaigns
  • Process customer credit requests (i.e., review against agreed limits) and report status to account executives
01/2009 09/2012
Phoenix, AZ
Sales Support Associate
Phoenix, AZ
Sales Support Associate
01/2009 09/2012
Phoenix, AZ
Sales Support Associate
01/2009 09/2012
  • Operational Excellence - ensures execution and compliance of Deposit Management, Overdraft management, Fraud management and Exception Wire processes
  • Work with customer employees and management to promote, drive, and maintain continuous improvement in processes and productivity
  • Communicate any and all product concerns to Manager, Quality, Accounting, and Product Development Management as necessary
  • Work closely with the MailFinance Regional Leasing Managers, Quotes, and Lease Operations teams to provide sales and product support, and resolve issues
  • Participate in the development of new policies and procedures related to increased quality and productivity, as well as, work environment
  • Follow up with Sales Development Manager on leads generated (5%)
  • Maintain detailed product and financial knowledge on all carriers. Develop a working knowledge of the carrier software packages
Education Education
Bachelor’s Degree in Accuracy
Bachelor’s Degree in Accuracy
University of Cincinnati
Bachelor’s Degree in Accuracy
Skills Skills
  • Excellent organizational skills with ability to successfully manage several projects simultaneously in a deadline oriented environment
  • Strong communication skills with the ability to interact with all levels of the organization
  • Innate ability to quickly learn new software programs such as order management systems and/or customer relations management software
  • Ability to provide excellent customer service to both internal and external customers
  • Located in a comfortable indoor area. Any unpleasant conditions would be infrequent and not objectionable
  • Strong computer skills including proficiency with Word, Excel, PowerPoint and Outlook
  • Superior attention to detail and ability to manage multiple tasks to tight deadlines
  • Strong client focus and direct client contact experience, excellent interpersonal, communication, presentation, organization and PC skills
  • Excellent organizational skills with a proven ability to prioritize effectively
  • Some credit knowledge background, good organizational skills
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1

Gnph Sales Support Associate Resume Examples & Samples

  • Strong analytical and creative solutions
  • Highly organized, adaptable, self-directed individual
  • Ability to multi-task in fast-paced environment is essential
  • Expertise in Microsoft Office suite: Excel, Word, and PowerPoint
2

Sales Support Associate Resume Examples & Samples

  • Ensure all FIC executed trades slated in the system are matched by Trading
  • Confirm all Client trades with the counterparty on trade date
  • Allocate all executed trades to the proper sub accounts with proper settlement instructions on trade date
  • Assist Sales with account opening and account maintenance
  • Liaise with Clients and various internal groups in regards to Fails and issues management
  • Manger and resolve all fails and issues
  • Maintain client relationships to ensure their general ease of transaction with RBC
  • Perform daily/monthly control functions in regards to blotter reconciliation, unallocated/unconfirmed emails, and end of day KPI reporting
3

Sales Support Associate Resume Examples & Samples

  • Responsible for supporting the Sales, Client Satisfaction andFulfillment, and Compliance/Operational processes for Public Sector Bankingteams
  • Point of Contact for service-related issues arising out of GlobalClient Services
  • Provide industry, prospecting, and client research support to theClient Manager for use in the sales process and assist with sales presentationcontent development as requested
  • Ensures Data integrity for all systems of record
  • Serves as initial point of contact to open, close and maintainbanking accounts
  • Strong communication skills and ability to work independently required
  • Proficient in Excel, Word and PowerPoint
  • Strong face to face and phone interaction skills
  • Ability to prioritize multiple projects and requests
  • Customer service experience and knowledge of bank systems and products preferred
4

Sales Support Associate Creb Resume Examples & Samples

  • Excellent problem solver
  • Good understanding of Treasury & Credit systems
  • Ability to apply active listening on a daily basis
  • Proficient in Navigator
  • Proficient in LEO
5

Sales Support Associate Resume Examples & Samples

  • BA / BS degree required
  • Must possess excellent interpersonal and relationship-building skills in order to effectively work with sales team and key partners
  • Project management skills strongly preferred
  • Experience in or knowledge of Commercial Banking and GNPH a plus
  • Understanding of Commercial Bank Sales Toolkit, CKC, and event/contact tools within CKC a plus
6

Polo Sales Support Associate Th Avenue Resume Examples & Samples

  • Responsible for creating an “ultimate experience” for every guest by providing whatever-it-takes customer service and supporting front and back of house functions
  • Greet every guest, provide exceptional customer service while assisting them in their individual shopping needs, i.e. offering a beverage, guiding to the appropriate department or sales professional, etc
  • Maintain a welcoming environment that generates customer traffic and builds loyalty by exceeding customer expectations
  • Prepare store for opening and closing, including: opening and closing cash wraps registers in accordance with Company guidelines and procedures; filling in merchandise and returning merchandise to the stock room; stocking cash wraps with gift boxes, bags, etc., and maintaining clean, presentable front and back of house areas. Fold and straighten merchandise
  • Provide support to the sales professionals in order to make sales transactions and shopping experiences run smoothly
  • Assist in processing sales transactions (during busy times) and follow company regulations when accepting forms of payment. Must be knowledgeable of return, markdown/discount, tax, security and packaging policies; and capture customer information
  • Direct all phone calls and questions to appropriate areas of store
  • Coordinate efforts with Shipping and Receiving Department to follow up on customer sends/deliveries, transfers and new product receipt
  • Possess knowledge of Alterations procedures, pricing and current shop dates. Ensure product is delivered to/from Alterations shop in a timely manner
  • Prepare food and/or beverages to client specifications and provide support in the Guest Kitchen
  • Assist in various promotional mailing projects and Marketing/PR events
  • Provide assistance on the floor at any given time to support other departments based on store needs
  • Ensure a clean, organized sales floor and fitting rooms
7

Sales Support Associate Resume Examples & Samples

  • At least 1 year strong sales experience
  • At least 1 year business support experience
  • Posses a combination of Banking Center leadership or Commercial or Business Banking relationship management or support experience, as well as Credit and/or Treasury sales servicing, or operations management experience
  • Familiarity with bank products, service operations, systems, policies, procedures for business/corporate clients
  • Strong client focus and direct client contact experience, excellent interpersonal, communication, presentation, organization and PC skills
  • Excellent written and verbal communication skills    
8

Sales Support Associate Resume Examples & Samples

  • Responsibility for working alongside the marketing team on all sales support materials including Business Proposals, Questionnaires and Survey Responses for prospective clients across the UK
  • Providing support for existing clients by dealing with client queries via telephone and email
  • Maintaining the CRM system and supporting Business Development Managers on ad-hoc tasks
9

Sales Support Associate Resume Examples & Samples

  • A significant portion of this role will be territory management of specific regions
  • Tis role will require a very close working relationship with multiple RDs to support specific regions in increasing sales results
  • This work will require expertise in Microsoft Dynamics, for example, data management and running ad hoc reports to assist in managing the territories
  • The SSA will also need to be fluent with RussellLink and Russell Web, in order to help/train advisors and their teams to navigate through the website and to use our online tools and materials
  • Individuals in this role will also require an in-depth level knowledge of Russell's Marketing Materials to provide fulfillment requirements as needed
  • The SSA will be responsible for helping their regional teams set up for advisor and investor events and workshops including liaising with various internal departments and external vendors in order to set up these events and ensuring that all logistics are taken care of
  • The SSA may also be required to attend events for Russell Investments and or the RD's region, thus there will be instances where the SSA may be asked to attend advisor events outside of normal work hours and travel may be involved
  • The SSA will assist multiple RDs in calendar management and booking meetings, preparing sales materials and presentations and following up on RD meeting requests and questions
  • Minimum 2 years of experience in the financial industry and some sales or service experience would be preferred
  • Outstanding client service skills; ability to identify needs and opportunities and respond effectively in a timely manner
  • Ability to develop deep client relationships that are lasting and mutually beneficial
  • Knowledge of the advisor community is beneficial
  • An in-depth knowledge of the investment management industry, mutual funds, sales strategies and techniques
  • Working knowledge of Russell's business is an asset
  • Excellent professional and interpersonal skills
  • Effective written and verbal communication skills
  • Ability to work well in a multidisciplinary team environment
  • Strong organizational skills with the ability to work on several projects simultaneously
  • Deadline oriented; results driven and self motivated
  • Proficient in Microsoft Office and Microsoft Dynamics
  • Completion of Canadian Securities Course (CSC) is beneficial
10

Sales Support Associate Resume Examples & Samples

  • Provide producers with illustrations and supplies
  • Participate in educational development to gain an understanding of the competitive market, product, and industry trends and impacts
  • Effective interpersonal and written communication skills .Ability to provide excellent customer service to both internal and external customers
11

Sales Support Associate Resume Examples & Samples

  • Exhibit strong time management and organizational skills understanding what deliverables to prioritize and re-prioritize as additional tasks are received
  • Adhere to sales support best practices to ensure that materials produced are consistent across the team
  • Exhibit particularly strong attention to detail along with exceptional time management and organizational skills
  • Be a high energy, results oriented individual with a commitment to providing an exceptional level of service and a reputation for “getting things done”
  • Exhibit strong interpersonal and communication skills (oral and written). Being fully bilingual (French and English) would be considered an asset
  • Be a highly motivated individual with the ability to inspire peers to greater results
  • Hold a post-secondary degree in business, finance or related discipline
  • Canadian Securities Course is an asset
  • Enrollment in the Chartered Financial Analyst designation program is an asset
12

Sales Support Associate Inb E Resume Examples & Samples

  • Strong interpersonal skills, dependable, flexible, high level of motivation and a positive attitude
  • Willingness to learn all departments and corporate systems, new technology and responsibilities as they arise
  • Ability and willingness to deal with change and ambiguity
  • Understanding and knowledge of life insurance (preferred)
  • The successful candidate must exercise sound judgment, discretion and maintain a high level of confidentiality at all times
13

Black Rock Client & Sales Support Associate Resume Examples & Samples

  • Creating and managing timetable for delivery including managing responses from internal teams and ensuring on-time delivery of each submission
  • Creating RFP tracker and maintaining supporting documentation and databases
  • Analysis and preparation of required data, including performance information
  • Providing a full response for each question, customizing as necessary to directly address the client’s needs and requirements as identified in the strategy development meeting
  • Ongoing liaison with internal teams to ensure responses capture the most up-to-date information
  • Management of power point fund modules
  • Analysis of capital raised, AUM, headcount and other real estate group metrics
  • Excellent writing and communication skills
  • Ability to explain complex material and technical concepts clearly, concisely and logically
  • Ability to work under tight deadlines and pressured conditions
  • Organised with a hands-on approach and a ‘can-do’ attitude
  • Strong interpersonal skills with ability to communicate effectively at all levels
  • Strong excel, word and power point skills
  • An understanding of real estate fundamentals essential
14

Sales Support Associate Resume Examples & Samples

  • Previous experience in a high volume retail environment preferred
  • Ability to lift and carry 10-20 lbs
  • Availability and flexibility to work days, nights, weekends, holidays, store openings and closings to meet the needs of the business
15

Sales Support Associate Resume Examples & Samples

  • Managing account relationships
  • Responsible for supporting ecommerce on hc.com
  • 1- 2 years of relevant work experience required
  • Ability to set priorities under pressure
  • Proficiency with Microsoft Word, Outlook, Excel, and PowerPoint
  • Background in digital/ecommerce and publishing a plus
16

Sales Support Associate Western Region Resume Examples & Samples

  • Work with sales team to understand customer needs
  • Help support customer events, conferences and customer presentations by working with the sales team
  • Assist sales leadership with various administrative duties
  • Help ensure the sales team has all the collateral and materials needed for customer presentations and conferences
  • Help the sales team run reports and organize information in Salesforce.com
  • Strong interpersonal and communication skills with the demonstrated ability to provide excellent customer service
17

Sales Support Associate Resume Examples & Samples

  • Prepares and coordinates title information for sell-in on a monthly basis, including filling out sell-in grids, gathering materials, and creating PowerPoint presentations
  • Manages materials and presentation prep for the quarterly previews
  • Works closely with managers to respond to customers’ requests for title information, samples and general inquiries
  • Runs POS reports and does analysis as requested
  • Maintains coop grids for B & N
  • Acts as point of contact for field reps regarding Children’s materials, requests
  • Assists in creation of newsletters for Independents
  • Preps for regional show including sell sheet creation and PowerPoint presentations
  • Assists in planning for Winter Institute, Children’s Institute and Sales Conferences
  • Participates in department discussions and becomes well-versed in the children’s book market by reading upcoming company and competitive books
  • Provides administrative support for daily sales support functions, answering phones, retrieving faxes, mailings, and copying
  • 2+ years of relevant work experience required
18

Sales Support Associate Resume Examples & Samples

  • Self-starter with strong problem-solving and strategic thinking skills
  • Strong knowledge of Microsoft Excel and Power Point required
  • Analytical, with a strong focus on details, quality, and accuracy
  • Strong organizational and time management skills; ability to manage multiple and conflicting priorities
  • Self motivated, results oriented, proactive, eager to learn
19

Sales Support Associate Business Banking Resume Examples & Samples

  • Minimum 2 years sales and service experience with Business or Commercial products and services, including proficiency in related systems and operational processes
  • Proven track record of strong interpersonal, written communication, presentation, multi-tasking, and professional telephone skills with customers/clients and internal employees
  • Experience as Sales Support Associate or work experience in 2 or more of the following client-facing roles: Banking center channel sales leadership (Banking Center Manager, Banking Center Assistant Manager or above), Small Business, Business Banking, Commercial Banking, Treasury Management, Business Lending, Service/Contact Center, Wealth Management
20

Sales Support Associate Resume Examples & Samples

  • Ability to work in a self-directed fashion
  • Excellent telephone etiquette skills
  • Ability to display maturity, competitiveness, and a good work ethic
  • General knowledge of industry, product and sales processes
  • Experience in the Life product industry with proven proficiency in product and industry knowledge preferred
21

Sales Support Associate Resume Examples & Samples

  • Managing new business cases through the underwriting process
  • Speaking with clients to schedule appointments and follow for additional information needed by Underwriting
  • Problem solving and answering routine questions
  • Printing and assembling sales packages
  • Analyzing sales documentation for accuracy
  • Monitoring and managing inbound e-mail accounts
  • Completing case audits
  • Maintaining office records and client files
  • Managing supplies and processing mail
  • Strong computer skills; Windows, Word, Excel
  • Exceptional interpersonal and organizational skills
  • Ability to multitask and work well within a team
  • Excellent critical thinking and problem solving skills
  • Ability and willingness to work in a fast-paced environment
  • Positive professional attitude
22

Derivatives Sales Support Associate Resume Examples & Samples

  • 4+ years of experience in the financial area
  • Experience as a team leader and or team manager
  • Highly analytical
  • Self-motivated and detail-oriented
23

Senior Sales Support Associate Resume Examples & Samples

  • Previous insurance/sales support experience is highly desired. Overtime required during peak periods
  • Ability to manage multiple priorities in a timely manner
  • Strong and professional verbal/written communications skills
  • Strong organization, time management, and self-management skills
  • Ability to adapt prioritize and change directions quickly
  • Deadline driven and self-motivated
  • Strong focus on customer service and solution oriented
  • The successful candidate must possess excellent Microsoft Office skills, Lotus Notes knowledge and the ability to adapt quickly to specific window based applications
  • Obtaining License and Appointment designation through the state and Prudential will be required 30 days after date of hire
24

Sales Support Associate Resume Examples & Samples

  • This role will require a very close working relationship with multiple RDs to support specific regions in increasing sales results
  • Individuals in this role will also require an in-depth level knowledge of Russell’s Marketing Materials to provide fulfillment requirements as needed
  • The SSA may also be required to attend events for Russell Investments and or the RD’s region, thus there will be instances where the SSA may be asked to attend advisor events outside of normal work hours and travel may be involved
  • An important portion of the SSA role will include support and management of Russell’s Sales line and provide the highest level of service to Russell clients
  • The SSA must be able to investigate questions on trailers and performance of portfolios, assisting in sales calls with product knowledge, pricing, and other company and product information including service/operational type issues
  • The SSA will also be responsible for additional projects that may vary in nature. These are intended to help in the overall PCS team objective of meeting our sales target
  • Working knowledge of Russell’s business is an asset
  • Ability to prioritize, to work independently and to use sound business judgment in making decisions
25

Sales Support Associate Resume Examples & Samples

  • This role will require a very close working relationship with the Asian Services RD to support in increasing sales results nationally
  • The SSA will be responsible for helping their team set up for advisor and investor events and workshops including liaising with various internal departments and external vendors in order to set up these events and ensuring that all logistics are taken care of
  • The SSA may also be required to attend events for Russell Investments, thus there will be instances where the SSA may be asked to attend advisor events outside of normal work hours and travel may be involved
  • The SSA will assist the RD in calendar management and booking meetings, preparing sales materials and presentations and following up on RD meeting requests and questions
  • Bachelor’s degree in Business, Finance or related area is required
  • Must be fluent in English and Mandarin/Cantonese
  • Must be able to read and write Chinese
26

Sales Support Associate Manager Resume Examples & Samples

  • Managerial oversight of Guest Service department
  • Hiring, training, corrective action of hourly associates
  • Interact with guests and enter day of event orders
  • Maintain accurate billing of all events and escalate discrepancies
  • Assist Sales team with entering service orders
  • Receive and resolve guest concerns and escalates as appropriate
  • Experience supporting premium or catering sales in a high volume convention center, hotel, sporting or other like environment
27

Sales Support Associate Resume Examples & Samples

  • Manage data in shared file/sharepoint, for designated brands including
  • 1 – 2 years of related experience
  • Retail and wholesale experience preferred
  • Microsoft Office: Excel, outlook, office
  • SAP Experience a plus
  • Very strong organizational and follow up ability
  • Advanced Excel skills: must know formulas; v lookups, pivot table, condition formatting strongly preferred)
  • Can-do, proactive attitude
28

Sales Support Associate Resume Examples & Samples

  • Responsible for aligning Fiserv capabilities (products and services) with client business requirements through a professional and ethical business approach which endorses Fiserv’s values
  • Adhere to solution selling techniques in line with the Fiserv way of selling tools and methods in order to properly prioritize workload
  • Responsible for staying current on competitive analyses and understanding differentiators between the company and its competitors
  • Responsible for providing feedback from the market based on RFI/RFP client inquiries to Product Management and Development regarding products including identification of gaps between product functionality and market/customer demands
  • Create and manage historical repository of RFI/RFP documents, technical questionnaires, and client presentations
  • Bachelor’s degree or a minimum of 5 years’ experience in a similar role
  • Minimum of 2 years’ experience working in retail or banking operations OR a minimum of 5 years executing product demonstrations in person or via WebEx
  • Strong problem solving skills (solve problems without precedents or guidelines)
  • Highly organized and detail orientated
  • Must be able to travel nationally approximately 50% monthly
  • Ability to understand and effectively communicate with multiple functional groups
  • Experience indicating an understanding of /or ability to quickly acquire in depth understanding of relevant Fiserv markets
  • Ability to confirm solution fit and identify customer specific benefits that will help contribute to a unique business value offering
  • Assist in building a compelling business case with demonstrable ROI indicators
29

Sales Support Associate Resume Examples & Samples

  • Ensuring client relationship data integrity (accuracy, completeness, and timeliness of key data elements within LEO, Navigator, including pipeline, and systems of record)
  • Coordination and execution of Client Management Process
  • Pulse call execution - proactive client calls to gauge client satisfaction, identify cross sale opportunities, and increase client delight
  • Operational Excellence - ensures execution and compliance of Deposit Management, Overdraft management, Fraud management and Exception Wire processes
30

Financial Sales & Support Associate Resume Examples & Samples

  • Responsible for client interactions including converting service calls to sales opportunities from inbound client calls. Preparing Client Relationship Manager and Financial Consultant for sales presentations and interactions with clients
  • First call resolution, setting up accounts, completing and processing paperwork, scheduling meetings, executing routine clerical transactions, answering requests for information, fields client issues, and manages recovery process. Transact and process business on behalf of advisors and product specialists and support the Client Relationship Manager/Financial Consultant in the financial planning process. Gathering and documenting information to ensure compliance requirements are met
  • Liaison between Product Specialists and Client Relationship Manager/Financial Consultants to come up with recommendations
  • Engage in on-going professional development to increase industry, product, sales and servicing skills and abilities. Maintain all appropriate FINRA/other licenses and requirements up to date
  • 1 to 3 years of relevant experience required
  • Previous experience delivering outstanding client service
  • Detail oriented, strong math and analytical skills
  • Ability to manage multiple priorities and prioritize effectively
  • Process oriented and ability to work in a team environment. Knowledge of financial services products/services
  • Demonstrated ability to display and maintain a highly professional demeanor consistent with Ameriprise values and brand
  • Current FINRA Series 7
  • State securities (S63 or S66), state IAR (S65 or S66) (or willing to obtain within 90 days)
  • Must have or obtain Minnesota Life, Accident and Health Insurance license within 30 days of hire date
  • CFP, CRPC
  • Previous sales experience or exposure preferred
31

Sales Support Associate Resume Examples & Samples

  • Primary provider of sales support to the retail sales professionals
  • Provide Financial advisers and researchers with sales & marketing support
  • Respond to financial adviser and investor queries via phone and email including maintenance of the client service inbox
  • Resolve any administration issues with direct investors
  • Proactively supply relevant product information, fund commentaries and manager updates to financial planners and researchers
  • Key liaison between the retails sales team and internal departments such as performance, product management and marketing teams
  • Preparation of Product presentations for sales pitches
  • Completion of follow up work from Sales appointments
  • Attendance at industry and client functions from time to time
  • Monthly data reporting to research houses for FTI Funds
  • Weekly and monthly sales reporting for FTI Aust
  • Quarterly reporting to platforms and research houses for FTI funds
  • Industry reports, trends and growth charts
  • Respond to day to day requests from platforms, research houses and information providers
32

Sales Support Associate Resume Examples & Samples

  • Confirm all verbal trades with the Counterparty on trade date
  • Allocate all executed trades to the proper sub accounts with appropriate settlement instructions on trade date
  • Assist Sales with account opening and maintenance
  • Liaise with Clients and various internal groups in regards to trade related issues, fails, and/or settlement issues
  • Maintain Client relationships to ensure general ease of transaction by acting professional and responsive
  • Perform daily/monthly control functions in regards to blotter reconciliation, EOD report, Unallocated emails, and daily/monthly KPI reporting
  • Assist in Client Data and/or ad-hoc projects
  • Series 7 & 63 in good standing
  • Good understanding of several fixed income products: Treasuries, Agencies, Mortgages, Asset Backs, Commercial Paper, Corporates, and Emerging Markets
  • In depth knowledge of process flow from trade capture to settlement for the aforementioned products
  • Working knowledge of PC-based word processing, spreadsheets, databases, electronic mail and calendars (Preferably advanced Microsoft Office skills in Word, Excel and PowerPoint)
  • Familiar with electronic vendor platforms: TradeWeb, Market Axess, Omgeo products, ICI/Impact and Bloomberg
  • Familiarity with settlement methods (Fed-wire, DTC, Crest, Euroclear) and their respective timelines
33

Sales Support Associate Resume Examples & Samples

  • Proficient keyboarding skills with ability to multi-task between multiple computer applications
  • Strong organizational skills and able to stay abreast of rapidly changing information
  • Must exercise sound judgment, discretion and maintain a high level of confidentiality at all times
34

Sales Support Associate Resume Examples & Samples

  • Strong interpersonal skills, initiative, dependability, flexibility, high level of motivation and a positive attitude
  • Exceptional organizational skills, proofreading capabilities, meeting planning/logistics experience and the ability to prioritize effectively
  • Ability to manage multiple projects and complete assignments within required time frames
  • Strong understanding and knowledge of life insurance (preferred)
35

Client Development Sales Support Associate Resume Examples & Samples

  • Providing division administrative and marketing support. Prepares for conferences, client activities and client presentations. Attends conferences and client outings as needed
  • Overseeing daily new business processing during Client Development Officers absence (travel periods). Manages fee documentation process for new business
  • Working effectively with management team as well as influential clients and contacts
  • Participating on project teams and assisting with project completion
  • Requires a broad range of knowledge of division, department and company practices and/or product lines
  • Bachelor’s degree or, in lieu of degree, 4 years equivalent work related experience
  • 2 years of administrative experience
  • Bachelor’s degree in Marketing, Finance or Business Management
  • 5 years of experience in the financial services industry
36

ETF Internal Sales Support Associate Resume Examples & Samples

  • Work in coordination with field wholesalers to maintain and develop business relationships with advisors in the sales territory
  • Place outbound and receive inbound telephone calls applying a knowledge of Deutsche Bank’s products, global investment views and the competitive landscape
  • Attend and utilize training opportunities to regularly improve sales skills and technical product knowledge to improve selling effectiveness and efficiencies
  • The position is located in Chicago
  • Series 7/ 63
  • Illustrate proficiency in leveraging technology systems and applications
  • Meet all licensing and compliance standards of the firm and department
37

Sales Support Associate, Dealer Division Resume Examples & Samples

  • Proactive and regular dealer telephone contact to manage the day to day relationship
  • Submitting deal information and liaising with internal departments in relation to deal progression
  • Dealer training
  • Dealer reporting and monthly progress reporting
  • Assisting with credit requests
  • Promoting brand programs
  • Developing reports and preparing presentations
  • Analysing information
  • Maintaining records and ensuring the database is up-to-date
38

Retail Banks Sales Support, Associate Resume Examples & Samples

  • Assist in drafting sales leaflets and flyers for clients as required
  • 5 years relevant experience in fund-related industry is preferable
  • Proficient in both written and spoken English and Cantonese - ability in Chinese-English/English-Chinese translation would be advantage. Proficient in Chinese character input is a must
  • Detailed minded, reliable and well organized
  • Mature and independent, self-motivated / a strong team player
  • SFC license holder of Type 1 or 4 is preferable
39

Sales Support Associate Resume Examples & Samples

  • Written and Oral Communication Skills
  • Knowledge of Mobile Technology
  • HS/ GED
40

Sales Support Associate Resume Examples & Samples

  • Conduct nationwide business-to business communication with external prospects via telephone (85%)
  • Communicate professionally with internal and external customers
  • Speak knowledgeably about our services and uncover the prospect’s needs and business goals
  • Achieve department’s monthly performance expectations – number of calls placed, completed, and leads generated, lead ratio and sales ratio
  • Accurate and concise recording of prospect information
  • Script adherence and system utilization
  • Training program participation (5%)
  • Follow up with Sales Development Manager on leads generated (5%)
  • Assist other departments as necessary (5%)
41

Sales Support Associate Resume Examples & Samples

  • Manage RGO General Email Box for RFPs, RGO Intake, Experience Reports, AOR changes, and Renewal Requests
  • Maintain electronic and paper file systems; scan materials as needed to file electronically; create PDF files to store electronically; purge electronic/paper files
  • Package outgoing mail/shipments; label and meter outgoing envelopes/parcels; date stamp and distribute incoming mail/parcels,etc
  • Perform general office maintenance; maintain/service office equipment; order office supplies; restock shelves
  • Print/Collate/Assemble “Rush” Enrollment Materials (provider directories, ePODs printed locally, customized/employee level applications/enrollment packets, etc.)
  • Maintain system records (Siebel, GAND, etc.)
  • Manage Broker Firm and Producer changes as they relate to AOR changes, Broker Firm mergers & acquisitions, etc
  • Provide backup support for Rating / Quoting activities
  • Miscellaneous activities required to support RGO staff and facility
  • Planning and Organization skills, multi-taking
  • Proven basic math /analytical skills
  • Computer proficiency in Lotus Notes, data entry, MS Access, Excel, Word, PowerPoint, ePOD, Siebel
  • Ideal candidates should have previous experience in an administrative role
42

Sales Support Associate Resume Examples & Samples

  • Support AEs with creating, tracking status and garnering approvals for quotes. AEs require such support for various reasons including system functionality issues, quote complexity, traveling/out of office, knowledge/training, and exceptional high volume of quotes
  • Provide live sales support for all system related questions and be the single point of subject matter expertise for any system or process enhancements (e.g., ECO enhancements)
  • Support some sales related activities for complex customer accounts (e.g., Majors)
  • Monitoring/managing quote request queues in Salesforce and generate quotes related to new orders, amendments, and renewals as directed by the sales team. You will manage all quote revisions, approvals, pricing ramps, and pricing agreements, and contract language as needed
  • Validating quoting info provided by customers/AE for non-standard quotes. Follow up directly with AE on any clarifications or additional info required to accurately generate quote
  • Working with on-site sales team to provide direct deal support and triage function in to the QSS SME organization
  • Accurately creating all assigned quote requests in a timely manner. This applies to both initial quotes and revisions to existing quotes (SO amendments, Custom, Migration, Replacement, Add/Delete/Change SO’s and Terminations)
  • Ensuring any/all non-system-managed approvals are properly maintained before quotes or other legal documents are released to customers
  • Managing the manual signature process and ensuring contracts are stored and provided to customers if signature process is handled outside of the system
  • Working with the sales executive to ensure pricing agreements are in place and accurate
  • Following up with prospective customers following local sales event and customer outreach programs
  • Providing 1st level support to Sales Reps on generating legal Agreements in SFDC and submitting nonstandard term requests to Legal (e.g. for MCA, GTC, Policies)
  • Acting as 1st level support for processing Customer Name changes and Customer Novation’s
  • Providing live support to sales reps on any system/process related issues or enhancements
  • Delivering job aids/FAQs (developed by AMS Sales System team) on any system/process enhancements to the sales team
  • Supporting sales activities as needed for complex accounts (e.g., Majors)
  • Communicating effectively with a variety of departments within Equinix and function well within a team
  • Interfacing with internal and external organizations to resolve issues affecting the timely completion of all orders
  • BA/BS degree or equivalent experience, preferably in computer-related field
  • 2-3 years of experience in a sales support role is preferred
  • Siebel, Salesforce.com knowledge/experience is a plus
  • Excellent organizational, communication and interpersonal skills, ability to professionally communicate and interact with all levels of internal and external customers
  • Ability to work and adapt in rapidly changing environment
  • A customer service focus
  • Ability to juggle multiple priorities, handle highly confidential information, and a self-starter attitude
  • Expertise in MS Word, Excel (including Excel pivot tables), PowerPoint required
  • Strong process orientation and analytical and deductive reasoning skills
  • Working knowledge of internet, hosting and networking concepts desirable
  • Ability to understand Equinix products
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Sales Support Associate Resume Examples & Samples

  • Responsible for all aspects of contract management, including proposal development, risk management and mitigation, specification compliance, scope development, transactional pricing, customer negotiations, customer communications and issue resolution
  • Follow the as-is quotation process using various CRM system including but not limited to Salesforce.com, ERPs, etc…Follow-up submitted quotations with customers over phone/ emails
  • Lead the transactional deal process having the ability to learn and implement defined processed for quotations as well as fully manage associated contractual issues that arise over the life of the project
  • Co-ordinate the deal review process to ensure that all technical risk points, risk mitigation, and business risk acceptance levels are properly incorporated/ documented in the development of the scope, cost and proposal wording
  • Interface with the Region Sales teams to develop commercial strategies and solutions that will meet customer requirements as well as meet or exceed business goals
  • Coordinate the output of proposals to ensure the production schedule dates are met and that a quality proposal is issued to the customer
  • Meet order budget, proposal timeliness, cycle time, hit Rate / win Rate, DPMO reduction and project profitability
  • Finalize the orders with customers to hand-over the execution team. Enter the orders in ERP system and ensure fulfillment cycle through follow-ups
  • Graduate in Commerce/ Science or Business courses
  • Previous commercial process/ tendering experience
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Sales Support Associate Resume Examples & Samples

  • 4-5 years advanced customer service skills
  • Strong PC/mainframe/internet skills
  • Mainframe or Access experience a plus
  • Excel Advanced
  • Typing speed of at least 40wpm
  • Demonstrate Business Maturity while working independently and with a team
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Sales Support Associate Resume Examples & Samples

  • Build solid working relationships within Sage as well as externally with healthcare professionals
  • Take a consultative approach in working with Clinicians, Sales Reps, and Regional Manager
  • Work closely with a designated Sales Region to develop Cost Analyses, Assessments, Executive Business Reviews and presentations
  • Create, maintain and deliver ongoing Protocol Compliance reports, Benchmark reports, Outcome reports and Return-On Investment reports in a timely manner for hospital facilities
  • Proactively seek opportunities for new reporting to provide value beyond our standard reports
  • Effectively communicate time sensitive business information as needed
  • Create and distribute a quarterly CustomerOne reporting Scorecard for key stakeholders
  • Conduct a quarterly strategy call with each Sales Rep supported
  • Seek training and personal growth opportunities to develop and expand skills
  • Participate in other process improvements as needed in addition to daily responsibilities
  • At least one (1) year of business experience (healthcare a plus)
  • Advanced skills in Excel, PowerPoint, Outlook and proficiency with web-based programs
  • Excellent interpersonal skills, including the ability to work collaboratively in a team environment
  • Effective relationship builder
  • Solid analytical and mathematical skills with the ability to creatively problem solve
  • Confident, assertive, strong initiative, and results driven
  • Self-motivated with exceptional follow-through
  • High energy with a sense of urgency
  • Positive outlook, professional demeanor
  • Be an enthusiastic and highly contributive member of the CustomerOne department at all times
  • Keen organizational skills with the ability to manage time and priorities effectively
  • Effective communicator, persuasive and personable
  • Positively influence others without direct authority
  • Accept constructive criticism
  • High level of personal integrity and self-control
  • Willingness to occasionally travel (1-2 times per year)
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Sales Support Associate Rfp-center of Excellence Resume Examples & Samples

  • Utilizes a centralized, consolidated database of SAP LOB product, technical and security content to search, match and apply first-responder answers to customer requirements documents in collaboration with Presales organization
  • Coordinates first-responder draft answers with Presales for mandatory second-pass quality review and feedback
  • Incorporates quality feedback and updates from Presales into the consolidated database refresh process on a continuous basis
  • Drives quality customer focus against high work volumes and stringent deadlines
  • Interacts with Presales and Sales management in a professional and quality focused supporting role with clear written and verbal communications
  • Adheres to specific, documented team processes and scope of work
  • Follows SAP policies and team management instruction
  • University degree (Bachelor) or relevant tertiary certification in IT, engineering or related fields
  • Personal traits
  • Task driven
  • High level of reading skill / comprehension
  • High level of communication
  • Proficient in Outlook/ Word/ Excel
  • English Fluency Required
  • Has technical experience or knowledge or previously used any or all LOB software HR/ Sourcing & Procurement software
  • 1-2 years working experience in a fast-paced tech/software or comparable experience
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Sales Support Associate Resume Examples & Samples

  • 8:30am - 5:00pm EST
  • Support internal sales management in sales reporting and analytics
  • Answer overflow calls and back up RPSAs when necessary
  • Attend RPSA sales meetings
  • Attend RPSA training sessions and webinars and regional team meetings in your hub office
  • Provide additional internal support for sales initiatives
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Slsa-sales Support Associate Resume Examples & Samples

  • Participates in all cycle count processes as specifically outlined by company policies and procedures
  • Participates in the out of stock procedures to maintain replenishment
  • Participates in the inventory taking process and follows up on variances as required
  • Properly secures all assets and physical inventory and follows all loss prevention procedures
  • Ensures understanding of and adherence to all privacy policies and procedures
  • Maintains a safe working environment and follows all company protocols for safety and is required to report any unsafe working conditions to a manager
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Sales Support Associate Resume Examples & Samples

  • Maintains company merchandising standards, including current pricing, signage, plan-o-grams, promotional planners, ad set-ups and displays
  • Ensures exceptional customer satisfaction and displays professionalism when assisting customers and associates in different areas of the store
  • Takes opportunities to add-on sales to customers by using current selling techniques and company programs
  • Where applicable, assists with the recycling programs including toner, ink, batteries and electronics
  • Identifies and communicates suggestions for improvements in all areas of business
  • Checks and understands all sources of communication for information (white boards, bulletin boards, portal, etc)
  • 3-6 months of previously related experience is preferred
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Sales Support Associate On-call Resume Examples & Samples

  • Enters & verifies information such as group rates & comments into the Common Membership System. Identifies discrepancies & obtains appropriate approvals for contract changes and/or modifications. Receives & processes monthly membership reports of groups w/ contracts to be renewed. Submits requests & obtains benefit changes & rate renewal information using semi-automated system. Interprets & compares information to ensure accuracy. Enters & updates information in PC based applications & various
  • Acts as initial point of contact/backup for Account Representatives/Account Executives by answering incoming calls from internal & external customers regarding status of applications benefit information, etc. Places follow up calls. Handles walk-ins to cover for Account Representatives/Account Executives. Answers inquiries regarding group enrollments, literature/collateral materials, rates & benefits, etc. Monitors incoming correspondence including RFI/RFP's & initiates action
  • Acts as a liaison to Consolidated Service Center (CSC) for Kaiser Permanente administrative policies. Conducts billing research & works w/ Accounting, Purchasing, Receiving & vendors. Conducts income/expense analysis & general ledger coding
  • Coordinates work flow to ensure timely processing of pre-renewal packets, renewals & rate requests. Acts as primary resource for temporary personnel assisting w/ processing of pre-renewal packets, renewals & rate requests
  • Extracts, formats, prepares & distributes special reports. Develops & maintains on-going reports. Generate a variety of reports & statistical information in support of line of business
  • Makes recommendations to Account Team Leaders to streamline current processes to improve effectiveness, efficiency & verify cost savings in the department. Discusses resolution w/ appropriate department personnel or supervisors. Screens, researches & provides data for customer complaint resolution. Implements changes
  • Generates a variety of correspondence in relation to lines of business. Creates custom letters for mailing using word processing applications. Coordinates special mailings. Ensures that employee brochures are being processed in a timely manner. Prepares contract packages for transmittal to contact administration for new group, renewing groups & groups requesting changes. Copies, distributes & mails contracts in accordance w/ established procedures, meeting the monthly deadline established for each group. Receives, opens, prioritized & distributes incoming mail. Proofreads all materials to ensure error-free products. Arranges for duplication of collateral materials. Assembles & mails enrollment information to potential & existing groups
  • Performs other duties as assigned to support the team environment, e.g. sending facsimiles, coordinating travel arrangements, & other related duties as required. Assists in the coordination of special events by arranging for & setting up conference rooms, confirming attendance w/ clients, & preparing handouts. Facilitates field interaction for potential groups via meeting arrangements. Provides open enrollment support, benefit fair coverage, etc
  • Two (2) years of work experience in sales and marketing, finance, computer systems or health benefits industry, to include at least one (1) year of which is within a Sales or Marketing area: analysis of products, services or processes, computer support, administrative support, and customer support activities
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Sales Support Associate Resume Examples & Samples

  • Founded in 1972, SAP is the world´s leading provider of enterprise applications, analytics, and mobility with over 170,000 customers around the world. SAP is currently seeking Sales Support Associate
  • Process & Tool
  • University degree or comparable experience
  • English Level 2: Conversational (Able to understand and formulate verbal and written communication)
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Sales Support Associate Resume Examples & Samples

  • Being the first point of contact (hotline and email) on all inbound post-application enquiries for mortgage brokers relating to their clients application
  • Liaising with external business partners and/or internal departments to ensure escalation and follow up of enquiries or complaints where you are unable to provide first call / email resolution
  • Coaching brokers on using the self-servicing capabilities via online tracking
  • Assisting brokers with enquiries related to policy, process and product
  • Recommend escalation and prioritisation of applications outside of acceptable turnaround times, or of commercial significance / broker relationship
  • Execute the Third Party Journey and Experience including proactive outbound engagement with dormant brokers to promote our products and value proposition
  • Provide insight and feedback so our sales team can use to improve efficiencies, broker engagement and education
  • Assist the business in being able to satisfactorily meet all risk, compliance, audit and quality requirements
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Sales Support Associate Resume Examples & Samples

  • Monitor and respond to any incomplete IO’s returned from Order Entry team; complete IO when able or route appropriately to sales reps to resolve issues
  • Handle price changes and update production methods or other general information on existing orders within Adit
  • Monitor AdWatch production system and reports for missing advertising materials, late proof return from creative or late release of advertising material, and follow-up with advertisers, creative department, and sales team as needed
  • Cooperate in accomplishing all division goals as directed by Manager
  • May be responsible for managing and supporting white glove accounts, which require meticulous attention to detail and have substantial revenue accountability
  • Duties include, but are not limited to the following list and the employee may be ask to perform other duties as needed to meet company objectives
  • Prefer one to two years of newspaper or media environment. Specifically in advertising, billing and or print production
  • Requires 1 year order entry/billing experience
  • Occasional overtime required with Manager Approval
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Sales Support Associate Annuity Sales Resume Examples & Samples

  • Provides administrative support to the annuity Individual Markets, and
  • Retirement Solutions Department. This includes but is not limited to, typing correspondence, coordinating mailings, maintaining / ordering office supplies, providing phone coverage, etc
  • Prepares Sales and other reports using proprietary industry-specific software, including Sales Force, Cannex, and Wink
  • Performs various calculations (e.g., 72Q and 72T) and provide basic illustrations for both Variable and Fixed annuity products on demand
  • Answer calls from 800 line and provide answers for questions, which include
  • /not limited to, Illustration requests, VA and fixed product questions, paperwork inquiries, NIGO solutions, subaccount info, fixed product inquiries, any and all type questions regarding Guardian annuities / Annuity related issues
  • Accepts and processes sales literature/fulfillment requests
  • Creates and updates miscellaneous department reports using spreadsheet, presentation and database software and equipment
  • Design/maintains various sales reports, product lists, and miscellaneous reports
  • Assists department manager(s) on various ad hoc projects
  • Some knowledge of variable annuities and basic knowledge of mutual funds is a big plus
  • Working knowledge of MS Word, Excel, Access and PowerPoint
  • Ability to work within a TEAM CULTURE a must, despite a good deal of individual work
  • 1 to 3 years related administrative experience, financial service experience preferred
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Sales Support Associate Intern Resume Examples & Samples

  • Support the Sales Directors and Operations Leader to conduct opportunity reviews
  • Support the Sales Directors to prepare for and conduct Business Reviews with Executive Management
  • Complete detailed analysis of market attractiveness factors and perform propensity analysis to identify target micro-verticals and target accounts
  • Perform territory modeling and organizational design modeling to optimize the deployment of sales resources
  • Perform sales performance research to identify areas for improvement in the sales methodology and its execution
  • Assist the sales enablement teams with the design, build and rollout of sales skill development programmes
  • Work with Oracle Insight to produce customer-specific business case and investment appraisals
  • Prepare useful and insightful content for sales presentations for Sales Directors and Sales representatives
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Sales Support Associate Resume Examples & Samples

  • Is responsible for supporting sales in client relationship management. This involves research, mapping, prospecting, meeting setup, client follow up and servicing
  • Delivery of high quality client service with an excellent attention to detail
  • Set up conference calls with clients
  • Maintenance of CRM systems
  • Updating standard sales materials (presentations etc.)
  • Send periodical materials to clients (performance updates etc.)
  • Responsible for client reporting
  • Taking responsibility for standard client queries, delegating as appropriate to internal teams, monitoring progress to resolution and ensuring that responses are timely and of a high quality
  • Participate pro-actively to the local sales effort
  • Help to create competitor analysis
  • Gather market information on FOF’s and client “buy lists”
  • Updating client plans
  • Taking care of account planning
  • Participate in the EMEA wide sales support initiatives and cooperation
  • Excellent organizational skills with a proven ability to prioritize effectively
  • Genuine interest in the investment industry
  • Proficiency in Microsoft office programs
  • Language skills: fluent English and at least one Nordic language with a preference for Swedish in combination with Finnish or Danish
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Sales Support Associate / VP Resume Examples & Samples

  • Maintaining relationships with existing clients through the delivery of high quality client service with an excellent attention to detail
  • Plan and host client meetings
  • Taking responsibility for client queries, delegating as appropriate to internal teams, monitoring progress to resolution and ensuring that responses are timely and of a high quality
  • Development of new sales activities together with sales and strong liaison with marketing
  • Work with local marketing on events and roadshows
  • Create competitor analysis
  • Help with international coordination within the Nordic sales support group
  • Administration of internal reporting and client related information gathering
  • Act as a central point of contact for sales related activities
  • Participate and drive the EMEA wide sales support initiatives and cooperation
  • Support the Head of Retail Nordics/Netherlands from a senior MI perspective
  • Coach and guide the junior team members
  • Act as the main point of contact for Tier 3 clients, being able implement the whole sales process from start to end
  • Chair the sales calls and own the agenda for the sales calls
  • Excellent organizational and project management skills with a proven ability to prioritize effectively
  • Superior attention to detail and ability to manage multiple tasks to tight deadlines
  • A broad understanding of the investment industry and competitive landscape
  • Language skills: fluent English and at least one Nordic language with a preference for a Swedish in combination with Finnish or Danish
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Sales Support Associate Resume Examples & Samples

  • Minimum of six months of experience in retail sales or shipping/stockroom
  • Demonstrated ability to meet or exceed performance standards
  • An essential function of the job is the ability to move about in a store including standing,
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Senior Sales Support Associate Resume Examples & Samples

  • The candidate should possess excellent interpersonal skills, show initiative, dependability, and a high level of motivation
  • Excellent organizational skills and superior proofreading capabilities
  • Superior proficiency with Microsoft Office and Lotus Notes
  • Series 6 or 7 licensed preferred
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Sales Support Associate Resume Examples & Samples

  • Enter all aspects of a campaign into multiple advertising sales systems
  • Manage the trafficking, reconciliation and optimization of all cable television campaigns in Wide Orbit or other cable traffic system
  • Assist with creating holistic advertising campaigns with the ability to manipulate and calculate pricing structures utilizing CPM (cost per thousand), CPC (cost per click), cost per spot, etc
  • Enter and maintain customer data in an order management system (OMS) or customer relationship management system (CRM)
  • Advise/consult with internal departments regarding ad inventory, forecasting, and sell through rates
  • Prepare reports and information to support customer meetings and internal needs
  • Compare reporting with third party to confirm campaign reporting is tracking and campaigns are running as contracted
  • Generate monthly client campaign reports and interpret the results, providing key metrics and campaign recommendations to assist the sales team with client retention
  • Work closely with VP, Revenue and Account Executives to capture customer needs for execution of campaigns
  • Leverage tools to support campaign pricing and planning
  • Support and adhere to revenue operational processes, policies, procedures and standards of performance
  • Process customer credit requests (i.e., review against agreed limits) and report status to account executives
  • Liaise with internal teams regarding planning and prioritization to assist in execution of the campaigns
  • Work collaboratively with Account Executives to recommend campaign modifications for optimal results
  • Collaborate with billing team to resolve monthly invoicing queries
  • Maintain master inventory avails and sponsorship calendar
  • Must be savvy and have excellent analytical and problem solving skills
  • Bachelor's degree or equivalent years of experience in related field
  • 1 - 3 years' experience in sales environment preferred
  • General knowledge of third party ad serving solutions as well as rich media technologies, including impression and click through tracking pixels
  • Experience with web analytics, e.g., Omniture, comScore, Quantcast, Google Analytics preferred
  • Experience with television trafficking systems (i.e. WideOrbit, etc)
  • Experience with ad serving technology preferred
  • Salesforce.com, Doubleclick, Nielsen and broadcast ratings a plus
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Sales Support Associate Resume Examples & Samples

  • Monitor and manage pricing request email inboxes for all sales regions
  • Execute lead allocation and account assignment protocols for all pricing opportunities
  • Research and assist in the resolution of channel conflicts between affected parties
  • Complete Opportunity set-up process for each pricing request using internal CRM systems and applicable databases and tools to enable the Sales Team to generate timely bid responses
  • Provides the technical analysis and input to qualify and prepare responses to Request For Qualifications and Request For Proposals
  • Assist RETAIL Sales team in maintaining the accuracy and data quality in the internal CRM system
  • Provide assistance in the pre-sales process, developing sales call presentation materials, assisting in the preparation of RFP responses, helping compile data for large transactions, helping coordinate aggregation bids, etc
  • 0-2 years of industry (retail electricity) experience preferred
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Administrative Sales Support Associate Resume Examples & Samples

  • 80% Answer incoming calls from dairy sales team, farm customers, etc. and determine/execute most effective solution for efficient communication response, including
  • Routing calls to appropriate internal departments (operations, credit, etc.) for immediate assistance
  • Taking messages, providing pertinent information and recommending next communication steps to recipients
  • Effectively prioritizing communication to/from strategic and core customers
  • Answering questions/providing internal process support (Chrome River, Runzheimer’s, etc.) for key employees
  • Responding to messages/communicating on behalf of dairy sales team members
  • Utilizing technology to gain efficiency in communication
  • 20% General support of sales team to aid in effective communication—i.e. searching for information, assisting with problem-solving, accessing existing information for internal/external assistance, identifying resources, searching for new communication solutions, etc
  • 3+ years of administrative experience
  • Ability to manage and organize priorities
  • Ability to communicate effectively with diverse population
  • Must be flexible and exhibit positive attitude
  • Strong MS Office experience
  • High School Diploma/GED equivalent
  • May require to work overtime
  • Thrives in finding new challenges in an ever changing environment
  • Knowledge of the business
  • Agricultural Background
  • B.S. or B.A
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Sales Support Associate, Serengeti Resume Examples & Samples

  • Partner with Serengeti Sales Consultants to drive performance and pipeline growth in assigned territories
  • Assist in managing opportunities as they continue to move through the pipeline
  • Drive new leads, contacts and prospects into the pipeline yielding a minimum of 1X pipeline to annual quota ratio
  • Aid in the closing of new opportunities by following up and ensuring all due diligence is completed
  • Interact with other Serengeti departments and Thomson Reuters companies, when necessary, to ensure success on individual opportunities and the overall sales process
  • Manage and file important sales documents (NDA’s, executed Tracker Agreements, etc.)
  • Provide law firm checks, references and other due diligence required during the sales process in support of the sales teams
  • Analyze and help execute Requests For Proposals
  • Customer first:customer-centric mentality
  • Integrity: operates honestly and with high standard of ethics
  • Positive attitude: enthusiasm, energy, passion, curiosity. Open and adaptable to change
  • Bachelor’s degree or equivalent work experience required
  • JD preferred
  • 2 or more years work experience in a sales environment
  • Demonstrated competency in MS Office Applications and CRM tools
  • Demonstrated lead-gen, time management and organizational skills
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Sales Support Associate Resume Examples & Samples

  • Receive requests for product information and illustrations from producers via telephone, fax, and email
  • Compile appropriate and accurate illustrations based on the discussion with the producer and knowledge of the competitive insurance environment. Ensure all illustrations are quality checked prior to sending to producers. Expectation is for 99% accuracy. All illustrations need to be handled as quickly as possible. Service levels require that requests will be turned around in a maximum of 2 – 4 hours (and in by 3:00, out by 5:00)
  • Maintain detailed product and financial knowledge on all carriers
  • Maintain proficiency and a working knowledge of the carrier software packages
  • Serve as the Point of contact for distribution of forms, etc
  • Proactively contact agents to demonstrate CrumpLifeInsurance.com functions (Quoting Engines, Forms Now, Life Solutions, etc.) and generate application opportunities
  • Excellent telephone communication skills to include customer service, professionalism, and the ability to discuss and determine the most appropriate illustrations to run
  • Experience in the insurance product industry with proven proficiency in product and industry knowledge preferred
  • Four year college degree in business preferred or a related field or equivalent combination of education and relevant experience INDBBTINS
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Sales Support Associate Resume Examples & Samples

  • Understanding of the designated market along with relevant industry experience
  • Well organised and able to work effectively when faced with deadlines
  • Keen eye for detail and accuracy
  • Practical regulatory knowledge – ensuring that sales materials are always legally and ethically compliant in all channels / regions
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Sales Support Associate Resume Examples & Samples

  • Provide customer service according to defined standards. Respond to and resolve issues/problems, order replacement parts/products, and arrange service calls for internal and external technicians. Follow up with customers after service to ensure customers satisfaction, and address/resolve customer concerns (e.g. prepare and distribute letters of apology as required). Issue credit cheques, gift cards to customers to cover loss claims. Advise Manager/Group Leader of escalated concerns/issues
  • Generate sales revenue by utilizing professional sales techniques for HomeCentral accessories (e.g. vacuum cleaner bags), services, warranty and scheduled maintenance. Assess customer needs, match repair products and services to needs, and sell add-on sales
  • Complete and maintain all related documentation, including calculations/costing for determining appropriate remuneration for customer, e.g. payment towards purchase and replacement unit, service orders, records of call, etc. in accordance with Sears polices/procedures
  • Maintain sales floor according to standards, including maintaining a neat and tidy sales floor/counter, ensuring merchandise is appropriately stocked, cashing out the register, etc
  • One year program in Business Administration
  • Demonstrated verbal and written communications skills
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Sales Support Associate Resume Examples & Samples

  • 1 year of experience in retail store freight flow logistics
  • Experience in customer service role
  • Experience working in a fast paced, dynamic retail environment
68

Sales Support Associate Resume Examples & Samples

  • * Experience with International Customers is a PLUS
  • Create and maintain customer accounts via phone support and data order entry of all phone, fax and email orders
  • Work with Field Sales to obtain and verify delivered orders
  • Ensure accuracy by communicating with Field Sales about any question or discrepancy
  • Serve as the primary contact for Field Sales, distributors, and hospitals with 100% accuracy and satisfaction in a timely manner and in accordance with company guidelines
  • Process loaner set inventory daily, and verify accuracy with every set that ships
  • Process consignment inventory upon receiving necessary approvals, and verify accuracy with every item and set that ships
  • Coordinate movement of inventory in the field when requested and approved
  • Provide reports of Field Sales and distributor consignment inventory as requested
  • Initiate RMA’s and product complaints in a timely manner
  • Communicate any and all product concerns to Manager, Quality, Accounting, and Product Development Management as necessary
  • Follow all procedures outlined in Globus Medical’s Quality Policy and Employee Handbook to ensure total conformity with the FDA and other government agencies
  • Other special projects and duties as assigned
  • Assist Shipping Dept. as needed, possibly daily
  • Required to work some evenings and weekends, as requested
  • College degree is preferred, will consider an equivalent relevant business experience and education in lieu of degree
  • Experience with International Customers is a PLUS
  • 2 years of previous experience in a fast paced Sales, Accounting or Customer Service environment
  • Advanced computer skills with particular strength in MS Office, Excel. Should have proven ability to learn new technologies
  • A high level of attention to detail
  • A high level of professional conduct and work ethic
  • Proven problem resolution skills in customer relationship management, pricing, quality, P.O.’s, billing, returns, credits, shipping, etc
  • Analytical skills and a mathematical aptitude with organized multitasking abilities
  • Must be able to lift up to 50lbs. This position requires the candidate to have the ability to lift sets, pull and push carts, load sets, bend, and reach etc
69

Sales Support Associate Resume Examples & Samples

  • Manage correspondence between sales team, production control, and customer regarding order logistics
  • Communicate necessary SAP revisions to the order entry team; ensure orders are entered correctly in SAP
  • Purchase order review and approval in SAP
  • Monitor customer accounts for expedites, deferrals, order trends, etc
  • Providing data and reports to assist sales team
  • Send weekly open order reports to the customer and update customer portals
  • Light travel for client meetings with sales representative(s)
  • 3-5 years of sales support experience
70

Sales Support Associate Resume Examples & Samples

  • Provides a personalized service and builds relationships with customers
  • Communicates service or rate changes, notable trends, policies and other relevant information to assigned accounts
  • Assists with rate negotiations
71

Sales Support Associate Resume Examples & Samples

  • Serve as initial point of contact for energy brokers/D2D partners, CRM administration, enrollment rejects, and processing issues
  • Responsible for agent badging/onboarding process for residential D2D program
  • Perform initial audit of individual sales, bill copy reviews, historical usage, and commission adders
  • Assist with the recruitment, vetting, and implementation of new broker prospects
  • Perform UAT testing for new system releases and new product/process implementations
  • Analyze KPI reporting to identify sales performance trends and conduct gap analysis
  • Conduct quality evaluations and customer satisfaction surveys
  • Establish and maintain effective relationship with multiple broker/vendor partners and their signing agents
  • Perform ad hoc duties as assigned
  • Minimum of two (2) to five (5) years’ experience in customer acquisition sales, relationship management and/or the Energy Industry required
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Sales Support Associate Resume Examples & Samples

  • Take incoming calls and provide information to callers or transfer call to appropriate individuals
  • Ensure computer entries are maintained and up-to-date
  • Interface with sales staff on support needs
  • Compiles statistical data on sales status
  • Analaystical Skills
  • Microsoft Office including experience with Excel
73

Sales Support Associate Resume Examples & Samples

  • Support for RSM’s
  • Processing customer orders on the Oracle Order Processing system
  • Preparation of quotations, managing day-to-day correspondence and enquiries
  • Responding to customer enquiries for consumable sales
  • Telephone liaison with customers
  • Internal liaison with production for deliveries and finance for payment issues
  • Maintain and update accurate sales database information using the CRM (Customer Relationship Management) database (Microsoft Dynamics)
  • Assist other team members during busy periods or holiday absence
  • Fluent (native level) in written and spoken business German and English
  • Previous experience in a customer support environment, with customer facing element in busy sales dept. essential
  • Ability to remain calm, accurate and flexible in a pressurized environment
  • Highly organized with the ability to work with the minimum amount of supervision
  • Keyboard (touch typist) and computer skills (MS Office, Oracle, Dynamics)
  • Additional language skills would be an advantage
  • Support within an engineering/technical dept. a plus
  • Experience using CRM databases
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Sales Support Associate Resume Examples & Samples

  • 2+ year(s) of Customer Service/Inside Sales preferred
  • General welding supplies knowledge a plus
  • Proficiency with Microsoft Office and ERP system fluency
  • Positive can-do attitude and a team player
75

Sales Support Associate Resume Examples & Samples

  • Support for Customer Service Manager, Customer Sales Support Representatives and Regional Sales Managers
  • Preparation of quotations and covering emails
  • Liaise with production dept. for delivery dates
  • Liaise with finance dept. for payment issues
  • Maintain and update accurate sales database information using the CRM (Dynamics)
  • Fluent in written and spoken business English is essential
  • Previous customer facing role(s) in a busy sales department is essential
  • Highly organised individual able to work with the minimum amount of supervision
  • Keyboard (touch typist) and computer skills (MS Office, Sage, Dynamics)
  • Additional language skills would be an advantage, preferably German, French or Italian
  • Experience using Customer Relationship Management (CRM) databases
76

Sales Support Associate Resume Examples & Samples

  • Development of new profitable business opportunities. Aim to get new business on board
  • Focus on company’s revenue generation through volumes. Regular analysis of customers with respect to profitability. Be part of the unit sales team to build high performing and efficient organisation following appropriate corporate governance standards
  • Delivering a comprehensive BCO strategy
  • Establish strong relationships with Customer and ensure high level of service standards
  • Manage internal stakeholders to ensure high customer satisfaction
  • Regularly review the competitive scenario in the local market and identify opportunities for future growth potential
  • Continuously review the market for new business opportunities and activities
  • Commercial mind-set & understanding of the local market in Dadri/North India
  • Strong understanding of CFS Operations
  • Sound Knowledge of Dadri / North India's EXIM business, fluent with shipping/ logistics/ CFS business
77

Client & Sales Support Associate Resume Examples & Samples

  • University degree in Finance or Business administration
  • People Developer
  • Proactivity to asume operational tasks
  • Good financial acumen and financial analysis and diagnosis skills
  • Excellent leadership, communication (written and oral) and interpersonal skill
78

Sales Support Associate Resume Examples & Samples

  • Liaises between the partner and sales organization
  • Strong understanding of current processes and procedures and may identify opportunities for improvement
  • Completes a wide range of tasks and assignments
  • Analyzes information to select appropriate options from defined alternatives
  • Anticipates problems and recognizes when to deviate from standard practices
79

Sales Support Associate Resume Examples & Samples

  • Demonstrated Proficiency with and accuracy in using MS Office, including Word, Excel, PowerPoint, Access, and Outlook
  • Ability to work scheduled and unscheduled overtime
  • Must have the ability to provide documentation verifying legal work status
  • Ability to read and speak the English language proficiently in order to communicate with others, understand and interpret safety instructions, and to respond to inquiries
  • Ability to understand and comply with MRC Global guidelines and expectations, to include Code of Conduct and Conflict of Interest guidelines
80

Sales Support Associate Resume Examples & Samples

  • Provide leasing support to a large number of independent Dealers, Field Sales, Branches, District, and Customer support personnel (CIC, POC)
  • Handle inbound inquiries by phone and e-mail on various questions and matters related to proposed, new, and existing leases in the portfolio, Resolve all inquires and matters related to the enrollment, pricing/fees, and usage of the Postage Finance and Insurance product lines
  • Clearly understand and be able to promote the features, benefits, and value proposition of our MailFinance products -- Lease Financing, neoFunds/TotalFunds, and MailProtect
  • Be able to respond to a high, daily volume of phone calls and e-mail inquiries from our sales partners and customers to drive new business and resolve issues
  • Work closely with the MailFinance Regional Leasing Managers, Quotes, and Lease Operations teams to provide sales and product support, and resolve issues
  • Be an ambassador of MailFinance in all interactions with Neopost USA Marketing, Sales, NeoDirect, and Operations
  • Be able to take ownership and accountability to work with MailFinance's partners in sales, marketing, legal, finance, postage administration, customer service, and operations to resolve issues in the best interests of MailFinance and Neopost USA
  • Develop and maintain excellent relationships with our sales partners in the Branch, Company Owned Dealer, and Independent Dealer Channels
  • Develop and maintain excellent relationships with our operations partners in the lease operations, customer service operations, and postage administration teams
  • Endorse, support, and implement all company policies and programs as presented
  • Demonstrate Neopost's six key behaviors: Accountable, Adaptable, Communicative, Customer Centric, Knowledgeable, and Team Oriented
  • 4 years industry related experience (e.g. financial services, leasing, payments, insurance)
  • 4 years inside sales/marketing experience or sales/customer service experience
  • Demonstrated ability to work well in a high-volume business environment
  • Demonstrated ability providing solutions to sales professionals and/or customers to matters focused on driving sales/revenue and/or solving issues
  • Consistent track record of solid performance reviews (for internal candidates)
  • Strong computer, interpersonal, time management and organizational skills
  • Proficient using Microsoft Word, Excel and PowerPoint
  • Demonstrates the necessary skills relative to compliance with Neopost USA policies and procedures as outlined in the Company Procedures
81

Sales Support Associate Resume Examples & Samples

  • 0-1 year of directly relevant work experience
  • Project Management and problem solving skills
  • Business knowledge of Sales, Business Development, and Financial Analysis
82

Sales Support Associate Resume Examples & Samples

  • Bachelor of arts or science
  • Candidates with demonstrated applicable administrative and/or sales support experience will be given preferred consideration
  • A demonstrated ability to manage multiple projects simultaneously while being able to balance time across multiple stakeholders
  • Experience with SFDC preferred
  • An ability to initiate tasks and responsibilities with a proactive approach
  • Ability to work cross-functionally within the organization in order to achieve desired outcomes
  • Strong communication skills to coordinate across a multi-functional organization while keeping Sales Executives updated on activity progress
83

Retail Sales Support Associate Resume Examples & Samples

  • Some/longer experience in a financial services sales support role in the relevant country/segment
  • Understanding of the sales support process
  • Some presentation skills, deep PowerPoint and MS office knowledge
  • Professional experience in sales, sales support or comparable roles
84

Sales Support Associate Resume Examples & Samples

  • Help Sales Directors report and manage sales teams to defined KPIs
  • Review completeness, approve & submit sales account paperwork
  • Monitor customer accounts
  • Pull proximity reports for sales personnel
  • Minimum of 2 years with Microsoft Office software (i.e. MS Word, PowerPoint, Excel)
85

Sales Support Associate Resume Examples & Samples

  • Responsible for the overall processing function all pricing adjustments, program changes, product transfers, call tags, RGA's, freight debits and credits
  • Process invoices/credits based on Company policies and procedures which also includes sorting in preparation for mailing; may adapt procedures or processes to meet the more complex requirements of the position
  • Enter product registration cards
  • Prepares monthly inventory reports for management review which also includes reports for distressed inventory
  • Prepares monthly tracking of dealer transfers for Director of Credit
  • Process all YPPG employee rebates
  • Responsible for ensuring all SAP documentation for Central Processing is current and in compliance with established procedures
  • Collect and prepare sales forecast support data
  • Responsible for training new hires in Central Processing Associate 1 keypunching position
  • Advanced data entry skills
  • Advanced knowledge of MS Office Programs (Word, Excel, Access, Outlook)Ability to work independently as well as within a team environment
  • Ability to communicate effectively with diverse group of people including senior level management
  • Minimum of one year of related work experience
86

Sales Support Associate Resume Examples & Samples

  • Full-Time Position working 40 hours per week
  • Minimum 1-year experience in customer service field
  • Associate’s or bachelor’s degree or related field or equivalent experience
  • Strong computer skills including MS Office Suite (Microsoft Word, Excel and PowerPoint)
  • Proven ability to build relationships; excellent customer service skills
  • Well organized with excellent follow through
  • Ability to prioritize and handle multiple tasks effectively
  • Ability to interface with personnel at all levels directly
  • Ability to exercise discretion and independent judgment
  • Strong attention to detail, with a commitment to high quality work
  • Excellent note taking skills
  • Competent at understanding company policies and procedures
  • Aptitude for learning quickly
87

Sales Support Associate Resume Examples & Samples

  • 2-5 years experience in a related field
  • Must have the ability to calculate figures related to the advertising rate packages
  • Proficient use of Microsoft Office (Excel, Word, Outlook)
  • Communicate and work as a team player both internally and externally
88

Sales Support Associate Resume Examples & Samples

  • Provide assistance and support during all stages of the sales process, from initial contact to final delivery
  • Collaborate with service providers, vendors, operations personnel & other corporate personnel to guarantee quality results
  • Utilize Logistics knowledge and communicate with delivery companies
  • Order Support: Place, track, coordinate rush orders. Facilitate returns and transfers
  • Maintain customer pricing records to ensure accurate invoicing
  • Serve as the secondary resource for A/P & A/R invoice resolutions & payment discrepancies
  • Extract sales data to prepare advanced reporting such as: month end & sales variance reports, commission data, etc. Utilize MS Outlook, Word, Excel & PowerPoint to create reports, presentations & customer correspondence
  • Manage business cash drivers and compliance metrics
  • Five years in fast-paced sales support role
  • Advanced Microsoft Word, Excel, PowerPoint and Outlook competencies
  • No immigration sponsorship is offered
  • Ability to pass pre-employment drug screen and background check
  • Advanced excel (formatting, formulas, pivot tables, macros)
  • Experience with SharePoint, MS Dynamics CRM and HRIS system SAP
  • Experience in industry sectors such as: chemicals, power, metals, paper, commodity products
  • Must be analytical, deadline driven, detail orientated and possess strong critical thinking and decision making skills
  • Self-motivated, able to prioritize and multi-task while maintaining a high level of confidentiality
  • Must be skilled at being impactful without authority
  • Professional and positive customer service-driven approach
  • Superb interpersonal written and verbal communication skills
  • Ability to develop & enhance business relationships daily as a customer/supplier liaison
  • Ability to multi task and prioritize, excellent organization skills and sense of urgency
  • Must take ownership of workload, problem solve and make decisions independently based on policy and customer needs
  • Outstanding time management skills, with proven ability to accomplish numerous tasks and changing priorities in effective and timely manner, demonstrated ability to execute on short-term, deadline-driven tasks daily, as well as important long-term
  • Sound judgment, maturity and the ability to handle sensitive and confidential information with discretion
  • A strong work ethic, with a willingness to be flexible and do whatever it takes to get the job done
  • Expected to work collaboratively in a team environment and willing to be a contributing member of a team
  • Must be reliable and consistent in attendance
89

Senior Sales Support Associate Resume Examples & Samples

  • Act as a team lead
  • Monitor and manage with minimal guidance the pricing request email inboxes for all sales regions
  • Research and take a leadership role in the resolution of channel conflicts between affected parties using strong communications skills both written and verbal
  • Assist Retail Sales team in maintaining the accuracy and data quality in the internal CRM system
  • Research and execute lead allocation and account assignment protocols for all pricing opportunities to insure downstream data integrity
  • Provides the technical analysis and input to qualify and prepare responses to Request for Qualifications and Request for Proposals
  • Provide service for Third Party Intermediaries in relation to general information and services requests
  • Complete Opportunity set-up process for each pricing request using internal CRM system and applicable databases and tools to enable the Sales Team to generate timely bid responses
  • Help to identify and develop effective processes improvements
  • Train new employees
  • Ability to handle multiple assignments on a timely basis with a high degree of accuracy
  • Ability to use personal computer, calculator, etc
  • 5-7 years of relevant experience
  • 2-3 years of industry (retail electricity) experience preferred
90

Inside Sales Support Associate Resume Examples & Samples

  • Direct support for the sales group located in Houston, TX which entails activities including sales call follow-up, pre-call planning, coordination of sales reporting, competitive intelligence research and reporting and up-dating solicitation lists
  • Some direct contact with customers is anticipated, as required to facilitate the foregoing basic duties in the sales office support environment
  • Will work with potential customers directly to gather and aggregate specific fuel use requirements and profiles
  • Assists Sales Department in the establishment and coordination of customer meetings
  • Create and maintain major industrial account profile list
  • Provides priorities for active proposals to regional proposal coordinator
  • Manages tracking system for upcoming RFP's, RFQ's, RFI's and status of completed proposals
  • Coordinate and maintain weekly “sales deal” tracking status system
  • Navigates Web to obtain information about customers to be incorporated into sales and proposal content
  • Schedule and manage meetings and conflicts on calendars; answer and screen telephone calls, take messages, monitors voicemail; process daily incoming and out-going mail
  • Approves and reconciles expense reports following the company expense policy in Concur system
  • Create and manage all aspects of travel arrangements; reconcile expense accounts; approve and process payments
  • The position is based in Houston, TX; occasional travel may be required
  • Other duties will be developed in collaboration with other regional sales personnel as needed and as the organization and business develops in the future
91

Sales Support Associate Resume Examples & Samples

  • Provides support for account set-up and account maintenance (particularly as it applies to the ERP system) to ensure accurate customer data and a continuous flow of sales and services
  • Maintains customer OTD performance metrics and reports results to leadership
  • Monitors and resolves open orders on a daily basis
  • Align, manage, and report customer KPI’s to confirm internal measures match external measures for OTD performance
  • Provide Account Support through communication, technical skills, and problem resolution, all of which includes but is not limited discussing current/potential problems, identifying proper
  • Generates reports (e.g., open orders, sales history) to assist sales team in identifying and resolving customer concerns
  • Reviews and updates knowledge base to ensure proper information is available at all times
  • Provides support for account set-up and maintenance to ensure accurate customer data and a continuous flow of sales and services
  • Assists Accounts Receivable in resolving debit memos and other billing issues
  • Interfaces with internal and external customers to determine the support level
  • Seeks out opportunities to standardize processes and use Lean tools to reduce waste and focus on value-add and required non-value add activities
  • Provide account support through communication, technical skills and problem resolution
  • Assist in resolving EDI (Electronic Data Interchange) errors to ensure timely processing of customer orders
  • Associate's degree in business or in lieu of degree, 5 years of work experience in
  • Minimum of 3 years of experience in customer relations or sales required
  • Proficiency in Excel and various Microsoft applications required
  • Must have the ability to operate in a LEAN office environment, utilize LEAN tools, and identify improvement areas
  • Demonstrated experience and success working in a fast paced, matrix environment satisfying multiple customers required
  • Prefer automotive industry knowledge
  • Prefer experience using BAAN
  • Proven analytical problem solving skills
  • Prefer Continuous Improvement experience
  • Must be in a commutable distance to facility or willing to self-relocate
  • Position not eligible for VA/VN assignment
92

Sales Support Associate Resume Examples & Samples

  • Support West Coast Sales Team in providing market intelligence on investment and industry trends
  • Assist Sales Team in representing QMa in critical relationships with major clients and consultants
  • Provide post-conference follow up as indicated by team
  • Coordinate presentation books and distribution for offsite meetings
  • Responsible for managing and maintain monthly sales forecast
  • 3-5 years experience in a financial institution within Sales, Marketing, or Client Services
  • Series 7 & 63 preferred
  • Asset Management experience preferred
  • Strong project management, organizational, and problem solving skills
  • Ability to multi-task, thrive in a deadline driven environment with a proven commitment to turning in consistently high quality work
  • Strong work ethic, with a high level of integrity, energy and flexibility
  • Strong Microsoft Office skills, expert in PowerPoint
  • Technical understanding of quantitative investing
  • Excellent communication and presentation skills with an ability to relate to professionals at various levels within the firm, client organization and pension consultants
  • A self-starter with the ability to work independently. At the same time, he/she needs to be able to contribute to a collegial and team oriented firm
93

Sales Support Associate Resume Examples & Samples

  • Requires strong administrators support skills (calendaring, meeting planning, travel planning/booking, ordering supplies, and expense report completion)
  • High proficiency with Outlook, Word, PowerPoint, Excel and Visio
  • Experience working with SharePoint and Share Drives
  • Excellent interpersonal, teaming and communications skills with ability to navigate corporate environment through relationship management
  • Must be able to represent the Bank through phone, written and direct contact with senior management and partners
  • Must demonstrate a proactive ability to multi-task and prioritize competing priorities with strong problem solving skills
  • Highly organized, detail oriented and demonstrates a high degree of accuracy
  • Experience in Corporate Expense Management and Travel Management
  • Strong diplomacy skills with the ability to maintain confidentiality
94

Sales Support Associate Resume Examples & Samples

  • Actively recruit and hire successful candidates for Originator roles
  • Supervise and mentor Originators in the Branch
  • Supervise and mentor processors and support staff within a branch
  • Manage Branch revenue and expenses to meet the Company's objectives
  • Promote Envoy's products to Real Estate Agents, Home Buyers, other lead sources and all referral sources
  • Procure new loan applications that result in funded loans
  • Request and gather relevant information/documents from the borrower to complete the application, its structure and all loan disclosures. This must be done in coordination with processing as well as underwriting
  • Adhere to all Envoy standards, including, but not limited to production minimums and customer service
  • Educate borrowers on current offerings and programs for which they qualify
  • Stay current on personal finance principles in order to offer comprehensive mortgage
  • advice to clients
  • Monitor the process and communicate effectively with the borrower and all other parties to the transaction on the status of the loan
  • Present complete and accurate files to the Processor
  • Coordinate the flow of information to all concerned parties
  • Prospect for new loan applications by meeting with and presenting products to
  • potential referral sources such as realtors, CPAs, financial planners and past clients
  • Stay current with required continuing education, new products, Freddie Mac and Fannie Mae guidelines, Envoy guidelines and overlays, and HUD guidelines
  • Maintain contact with past clients to promote Envoy's products
  • Ensure all marketing is performed in a manner that is compliant
  • Ensure maintenance of a current license to perform Loan Originator duties within their assigned branch
  • Comply with local, state and federal laws regarding position
  • Conduct business in an ethical manner and in the best interest of Envoy, with Envoy's
  • core values in mind
  • Any additional duties that may be assigned by the Regional Vice President
  • Must hold State NMLS or obtain applicable State license within 60 days of employment or employment will be terminated
  • Bachelor Degree or higher preferred
  • One to three years related Branch Management experience
  • Demonstrated proficiency in management/motivation of employees
  • Commitment to high standards and adherence to company policy
  • Strong organizational, problem solving and analytical skills
  • Ability to manage priorities and workflow
  • Proven leadership skills
  • Ability to make timely and sound decisions
  • Creative, flexible and a team player
  • Ability to communicate professionally and effectively in person/phone
  • Satisfactorily pass background check
95

Technical Sales Support Associate Resume Examples & Samples

  • Maintains and establishes industrial customer relationships and grows customer base with targeted Ag accounts
  • Supports field Sales team and assist with implementing marketing plans for accounts including planning, logistics, promotion, pricing strategies and forecasting
  • Lead generation and screening
  • Conducts timely research and analysis as required
  • Assists Sales and Customer Service late shipment, callbacks, reschedule orders and other support functions as needed during peak order occurrences
  • Provides information and support to internal functions and external publics such as customers, pricing, logistics, field sales, customer service, credit, production planning and marketing
  • Represents company at industry events & trade shows
  • In addition to the responsibilities listed above, other duties may be assigned by your supervisor as dictated by business necessity
96

Sales Support, Associate Resume Examples & Samples

  • Broad knowledge of the BlackRock business
  • Passive investment vehicle usage in the sector
  • A broad range of asset classes from investment grade fixed income, through equities to alternatives
  • Support local team coordinate & organise meetings/conference calls with clients and prospects
  • Maintain the CRM system to ensure that all relevant client information and sales activities are kept up to date
  • Conduct market research to identify new sales opportunities
  • Ensure that all regulatory and legal requirements and standards are met personally and within the team
  • Leverage the organisation as to effectively and efficiently support our clients’ request
  • Fluency in French, Flemish and English is a must (written and spoken)
  • Experience in selling and managing relationships with clients; existing network with Belgian and Luxemburg financial institutions is a plus
  • True team player
97

Reseller Sales Support Associate Resume Examples & Samples

  • High School diploma or equivalent experience. Bachelor’s degree preferred
  • Requires 4-6 years of related experience
  • Advanced knowledge of company products and services
  • Advanced customer service skills
  • Advanced oral and written English communication skills
  • Advanced problem-solving skills
  • Ability to handle multiple tasks and priorities
98

Sales Support Associate Resume Examples & Samples

  • 1-2 years of experience in Quote Support / Customer Support organisation
  • Siebel, Salesforce, Excel knowledge/experience
  • Siebel and SFDC expertise
  • Understanding Equinix products
99

Annuities Sales Support Associate Resume Examples & Samples

  • Prepare illustrations, hypotheticals and calculator proposals for FAs and/or Sales personnel
  • Partner with RSC’s to effectively coordinate territory sales & marketing events, such as client seminars, continuing education meetings and roadshows
  • Develop and maintain knowledge of Prudential Annuities investment solutions, marketing sales strategies, systems and applications to fully support RSCs’ and external wholesalers’ inquiries
  • Once licensed, function as a back-up to phone coverage for Inbound Sales Consultants (ISC)
  • Receive immediate training as well as ongoing coaching and mentoring from experienced members of the sales team in order to equip yourself with the essential sales and leadership skills necessary for success in this role
  • Work with RSC’s and the Service organization to help resolve service/operational issues
  • Enjoy the satisfaction and peace of mind that comes with a job where every day is a fresh start with new challenges and possibilities
  • Grow and develop in the role with the expectation to progress to more senior positions on the Annuities National Sales Desk
  • BA/BS strongly preferred
  • Desire and curiosity to learn about annuities and other investment products and services, as well as general investment and securities concepts
  • Strong level of written and verbal communication skills required to prepare and present sales plans and materials, provide technical information regarding products and services, and develop sales presentations
  • Ability to multitask and work under time constraints
  • Self-motivated and team-focused
  • Flexibility, resourcefulness, tactfulness, and a desire to continuously improve
  • Emergent sales acumen and the desire/ability to generate sales opportunities. Must be confident, persuasive and credible over the phone and in person
  • Strong familiarity with computer applications (i.e. Excel, Word, PowerPoint, Outlook, etc.)
  • FINRA Series 6, 63 and State Insurance license (or able to obtain within 150 days)
100

Sales Support Associate Resume Examples & Samples

  • Provide customer service according to defined standards. order replacement parts/products.Advise Manager/Group Leader of escalated concerns/issues
  • Generate sales revenue by utilizing professional sales techniques for Sears Parts and accessories . Assess customer needs, match products , and sell add-on sales
  • Order Replacement parts using sears systems or engaging other business teams as required
  • Call CPU customers to advise of order states
101

Sales Support Associate Resume Examples & Samples

  • Associates degree required. Bachelor’s degree in Marketing, Communications or related field is preferred
  • At least 1 year of experience or applicable higher education equivalency
  • Excellent computer skills with Microsoft Suite, including Word, Excel and PowerPoint
  • Strong ability to create reports, produce and update databases and spreadsheets
  • Strong communication skills, both written and verbal, to effectively interface with all levels of management, staff, clients and outside business contacts
  • Maintain confidentiality of client and company information
  • Ability to work with and meet required deadlines
102

Sales Support Associate Resume Examples & Samples

  • Minimum 3 years insurance industry, sales administration, customer service or equivalent experience
  • Active Group Life & Health Insurance License, a plus
  • Knowledge and understanding of customer service and relationship management concepts preferred
  • Must be customer focused and resolution oriented
  • Minimum of 10% travel required
103

Digital Sales Support Associate Resume Examples & Samples

  • Enter all aspects of a digital campaign into multiple digital advertising sales systems
  • Assist with creating holistic advertising campaigns with the ability to manipulate and calculate pricing structures utilizing CPM (cost per
  • Thousand), CPC (cost per click)
  • Work with agency contacts and/or sales teams to research, write and create sales presentations
  • Ensure that all elements of advertising campaigns are completed in an accurate and timely manner
  • Ensure complete and accurate revenue recognition in a variety of billing systems
  • Prepare reports and information to support customer meetings
  • Generate monthly client campaign reports and interpret the results, providing key metrics and campaign recommendations to assist the
  • Sales team with client retention
  • Work closely with Account Managers and/or Account Executives to capture customer needs for execution of digital campaigns
  • Leverage digital tools to support digital campaign pricing and planning
  • Support and adhere to digital revenue operational processes, policies, procedures and standards of performance
  • Liaise with sales, web production, marketing and analytics regarding planning and prioritization to assist in execution of the campaigns
  • Work collaboratively with Account Managers and/or the sales team to recommend campaign modifications for optimal results
  • Cultivate positive professional relationships with clients, vendors and internal teams
  • Maintain master local inventory avails and sponsorship calendar
  • Attend sales training and planning meetings
  • Must be digitally savvy and have excellent analytical and problem solving skills
  • Excellent organizational skills with ability to successfully manage several projects simultaneously in a deadline oriented environment
  • Adapt well to constant change, proactive and resourceful, with meticulous attention to detail
  • Think creatively and work collaboratively
  • 1 - 3 years' experience in digital sales environment preferred
  • Familiarity with Media and Broadcast advertising
  • Experience with web analytics, e.g., Omniture, Quantcast, Google Analytics preferred
  • Experience with digital ad serving technology preferred
  • Experience with Wide Orbit traffic, Salesforce.com, and Doubleclick a plus
104

Inside Sales Support Associate Resume Examples & Samples

  • BA/BS/MS degree in Marketing, Management, or other Business-related field; Life Science students may be considered as well
  • 0-1 years experience in customer facing or sales role
  • Competitive selling experience preferred
  • Experience with SAP CRM desired, but not required
  • Ability to work in a fast paced, dynamic team environment
  • Excellent verbal and written communication skills a must
  • Strong desire to interact directly with customers (via phone, email)
  • Must have proficient computer skills; experience in use of database S/W applications such as Siebel, and Microsoft Office etc
105

Global Sales Support Associate Resume Examples & Samples

  • Bachelor's degree or related experience
  • 2 years of experience in an administrative function
  • Strong communication skills and outstanding PC and software skills, including MS Office
  • Seamless calendar, travel, and scheduling management skills
  • Prior international experience
106

Icb-middle East Sales Support, Associate Resume Examples & Samples

  • Understands the MEA client service model and takes responsibility for delivering to a portfolio of clients a high quality service
  • Understands client investment strategy to ensure that they can represent them internally and externally
  • Responsible for client and consultant queries, delegating to appropriate internal teams monitoring progress to resolution and ensuring that responses are timely and of a high quality
  • Builds and executes service plans for a portfolio of clients and anticipates client issues ahead of time
  • Partners with Senior Relationship Manager to deepen relationship with clients and to provide access to the full BlackRock platform
  • Responsible for ensuring client records and activities are kept current on Management Information Systems
  • Gathers and passes on information from clients to support sales planning/lead generation
  • Provides support to senior Relationship Managers to prepare materials for client meetings. Including ownership of the compliance process
  • Manager and document client interactions using the in-house CRM system. Inclusive of meetings and pipeline/flow management
  • Strong results-focus, process and prioritization skills with professional organizational skills being paramount
  • Demonstrated aptitude for building service oriented relationships with strong interpersonal skills
  • Has a good understanding of asset classes and markets including equities, fixed income, and alternatives
  • Able to analyze client servicing needs and work with BlackRock teams to provide resolution
  • Strong project management and prioritization skills including the ability to manage a full project lifecycle is essential
  • Keen interest in geopolitics and drivers of social/economic development in the Middle East
  • Well-grounded in understanding investment/products and the operational framework in which they exist
  • An undergraduate degree in Business or Business Finance would be most relevant
  • Strong IT skills across Microsoft applications
  • Experience in the Asset / Wealth Management industry
  • IMC essential
  • University Graduate; 2:1 with honors
  • Arabic is a positive (but not essential)
107

Asset Management, Sales Support, Associate Resume Examples & Samples

  • Coordinate and follow-through on projects related to internal and external client communications, e.g., business status updates, quarterly business reviews, sales training, product updates communications, etc
  • Assist the head of the National Accounts with administration support, meeting preparations, business reviews, budgeting and P&L management
  • Responsible for creating and managing reports for business results tracking and measurements, e.g., product placement, sales tracking, etc
  • Prepare for internal business meeting presentations with senior management and internal partners
  • Knowledge and experience should include but not be limited to
  • Minimum 2 years of experience in administration support, business management or sales support in Financial industry
  • Strategic with good business acumen
  • Ability to retain composure in a demanding, dynamic and fast moving environment. Breadth of personality necessary to adapt to various environments and a diverse culture
  • Excellent knowledge of Powerpoint and Excel
  • Proficient in written and spoken English
  • Obtained TW SITCA license
108

Inside Sales Support Associate Resume Examples & Samples

  • Proven Data entry experience
  • Successful time management and work prioritization
  • Word and Excel profieciency required
  • Must Pass a successful background Investigation
  • OFFIS and Siebel proficiency
  • Previous work in and inbound or outbound call center preferred
  • Good Product and Process knowledge
  • Communication – able to build rapport over the phone with external customers
109

Sales Support Associate Resume Examples & Samples

  • Co-ordinate with activities of sales to ensure efficient defect free service to all customers the first time every time
  • To provide after sales support and take ownership of all customer
  • To take ownership of customer queries, responding to customer mails and ensure that highest customer satisfaction is obtained
  • Needs to build up the ability to take quoting and other decisions towards customer requests when commercial team is not available
  • Assist in the relationship development of assigned customers
110

Sales Support Associate Resume Examples & Samples

  • Perform activities in a manner that will contribute to the achievement of individual objectives
  • Carry out activities in accordance to the Standard Operating Procedures
  • Respond to all inquiries in a timely and accurate manner
  • Coordinate daily work with Process Experts or with the Team Leader/Team Managers
  • Escalate difficult issues to Process Experts or Team Leader/Supervisor
  • Make recommendations and suggestions on how to improve processes and procedures
  • Perform ad hoc tasks as instructed by Superiors
  • Living the Maersk values
  • Graduate of any 4 year course
  • Basic Communication skill
  • Typing skill
  • MS Office Packages, especially Excel is an advantage
111

Sales Support Associate Resume Examples & Samples

  • Undergraduate or graduate student majoring in science or business
  • Ability to work cooperatively in a team environment
  • Prior exposure to a laboratory environment
  • Prior exposure to sales situations
  • Experience with Microsoft Excel, Word, PowerPoint
  • Located in the city of the primary account(s) or in Madison
  • Must be available for a 12 week period during the summer
112

Sales Support Associate Resume Examples & Samples

  • Minimum 2+ years experience in customer service or related
  • Frequently types on computer and uses phone. Occasionally moves about to coordinate work
  • While performing the duties of this job, the employee is regularly required to sit for long periods of time, use hands to finger, handle, or feel; reach with hands and arms; and talk or hear
113

Sales Support Associate Resume Examples & Samples

  • Assist VP, Sales Director, and 3 National Account managers focusing on the library, educational channels
  • Support VP, Sales Director in organization and prep for major shows including Sales Conferences, Regionals, Teacher Nights, and account-specific library presentations
  • Support of National Account Managers will include regular participation in account meetings, sales calls and key presentations such as previews and librarian nights. Prepare sales support materials for Baker and Taylor, Ingram, Follett, including creating and organizing major presentations using PowerPoint, and any materials needed for regular sales calls. Work with various account-specific reports
  • Attend select educational conferences as needed throughout the year, such as NCTE, TLA, ALA and EBMA, as well as local bookstore teacher nights, and a Fall regional show
  • Assists with the communication and administrative support with the seasonal edelweiss catalogs around add-on titles, sales comps and related products, as well as setting up custom collections
  • Coordinates children's event tour city requests from edelweiss and sends to publicity
  • Sales support efforts involve daily communication and coordination with the marketing team and design departments
  • Run regular sales reports as well as ad hoc reports as required
  • Handle special projects in the department as needed including special mailings, distribution of special selling and promotional materials, cover images, etc
  • Work independently and cover office while sales reps are traveling
  • Although primary focus is support on the children’s side, to better support National Account rep that handles Follett School Solutions, may attend Adult division seasonal launch and sales conference meetings
114

Contract Sales Support Associate Resume Examples & Samples

  • First point of customer contact for general inquiries like pricing, products, association contact information, etc
  • Ensures delivery of excellent customer service through fast and accurate processing of orders, communication, and coordinating with other departments to resolve inquiries
  • Builds and maintains relationships with customer by providing prompt and accurate service to promote customer loyalty
  • Collaborates effectively to promote a team environment
  • Position will evolve into more technical assistance over time
  • Assist with payments
  • Assist set up new customers
  • Assist with contact customers in regards to service
115

Sales Support Associate Resume Examples & Samples

  • Responsible for the overall processing function which includes all pricing adjustments, program changes, product transfers, call tags, RGA's, freight debits and credits
  • Process miscellaneous invoices/credits based on Company policies and procedures which includes sorting in preparation of mailing
  • Validates, enters and maintains access database for consumer rebates
  • Proven ability to demonstrate effective interpersonal skills
  • General working knowledge of MS Office Programs (Word, Excel, Access, Outlook)
  • Ability to work independently as well as within a team environment
  • Minimum of one year of data entry experience preferred
116

National Account Sales Support Associate Interline Brands Resume Examples & Samples

  • 20%- Run and Create customer support documents for Sales, Sales Management and Customers
  • 5%- Distribute monthly and Quarterly reports to Sales, Sales Management and Customers
  • 5%- Coordinate with Corporate and National Account rollout announcements and supporting documents
  • 25%- Research and analyze customer discrepancies and issues to assist Sales and Sales Management in reaching a customer resolution
  • 25%- Work with other functional departments and manufacturers to coordinate, clarify and/or correct customer opportunities or resolutions in support of the Sales and Sales Management team
  • 20%- Other administrative tasks as required
117

Sales Support Associate Resume Examples & Samples

  • Proactively support the Sales Managers to build relationships and promote FIL products, services and brand to current and future clients
  • Respond efficiently to client requests for product information and be proactive to develop potential sales opportunities
  • Take responsibility for delivering agreed client specific reporting and facilitate an effective sales process by providing selected clients with tailor made information to meet specific needs
  • Work together with Sales Management and the sales team in organising and delivering large scale national and regional events, including conferences, road shows, workshops and tailored client visits
118

Sales Support Associate Resume Examples & Samples

  • Works in tandem with Account Executive to assist in resolving specialized claim, member service, or enrollment/billing situations. Acts as liaison between clients, brokers, and HPHC internal departments completing the assignment through to resolution
  • Develops reports and tracks performance guarantees and various deliverables contractually arranged between HPHC and the customer
  • Updates Oracle Sales Online and/or any other internal systems on behalf of the team including: quote requests, rate acceptance, account set up, maintaining business contacts, and requesting literature for Brokers or Customers
  • Coordinates individual requests to track top accounts in membership/size territory, etc. for representative teams. Customizes reports based on business and sales objective for account or sales management
  • Supports team as system resource for applications and troubleshooting computer issues
  • Organizes and coordinates open enrollment information for Account Executives including arranging for materials, ensuring coverage, and attending health fairs as needed
  • Coordinates employer group on sites and attends sales events as support for Account Executive
  • Supports HPHConnect implementation when needed
119

Sales Support Associate Resume Examples & Samples

  • Support internal sales management in sales reporting
  • Focus: Campaigning and Prospecting
  • Conduct profiling calls to determine scope of business and accuracy of records
  • Act as national campaign administrator
  • Manage Focus Firm and Focus 50 lists in PeopleSoft
  • Assist in prospecting lists
  • Proactively develop strategies for efficient prospecting
  • Track campaigning and prospecting efforts
  • Provide back up support for Boston based role
  • Focus: Benchmarking and Investment Tools for New Sales
  • Complete RPAG and Pathfinder requests for the sales desk (targeting 24 hour turnaround)
  • Manage dispersal of leads that come from external sources
  • Assist in Investment Comparisons
  • Track relevant plan information
  • Routinely contact third party benchmarking desks (LPL, Raymond James, Metlife, RPAG)
  • Proactively develop strategies to increase efficiencies in benchmarking tools
  • Provide back up support for Atlanta based role
120

Sales Support Associate Resume Examples & Samples

  • Quote generation and follow up activities (coordinating with customer or sales team member by phone and/or email)
  • Provide exceptional customer service to our GE business partners and their customers
  • Provide services to GE sales and service teams that enable them to attract and serve customers faster, with better quality
  • Inbound lead routing to sales representatives
  • Handle incoming customers’ requests, and provide them with the necessary support
  • Get to know, understand and deliver different customer service processes
  • Other project support as needed
  • High School Diploma and/or GED from an accredited school or institution
  • Minimum of 2 years in similar position with experience engaging with internal and external customers
  • Strong organizational skills with ability to multi-task
  • Customer focused: commercial skills and professionalism to interact with internal and external customer
  • Strong interpersonal and problem solving skills
  • Experience using SFDC or similar CRM
  • Self- starter: excited and willing to be start of a “start up” division of commercial operations
  • Able to work without direct supervision and having “can do” attitude
  • Be flexible, self-motivated, and enthusiastic in local language
121

Sales Support Associate Interline Brands Resume Examples & Samples

  • 25%- Enter orders for customers assigned to Sales Support which includes, but is not limited to special orders including follow-up, acting as a liaison between sales and other functions such as Deviations, Credit, Bid paperwork, etc
  • 20%- Provide customer support by providing Proofs of Delivery, handling problem orders, monitoring backorder reports making sure items are ordered by the buyers, finding replacements when an item is discontinued and communicating to the sales professional
  • 15%- Manage price changes (BCBI)
  • 15%- Provide SDS sheets for customers
  • 15%- Submit inventory increase/decrease requests to support large customer demands
  • 10%- Other administrative tasks as required
122

Sales Support Associate Resume Examples & Samples

  • Acquires and maintains in-depth knowledge of the firm’s products and services
  • Assists with product development initiatives related to bank loan and other investment strategies including new vehicle development and existing vehicle enhancements
  • Supports regional marketplace communications with language translation as required
  • Assists with establishing and maintaining relationships with a broad range of institutional clients and distribution partners in Japan, serving as a secondary point of contact with a focus on client retention and asset growth through cross selling. Develops a cross-selling plan and help promote additional investment product sales. Ensures that all service and contractual client requirements are met in accordance with client expectations in terms of timeliness, accuracy and language requirements
  • Analyzes customer questions, requests and problems; utilizing product and fiduciary knowledge, provide appropriate responses and solutions to clients. Determines when issues/questions requiring highly technical interpretation should be brought to the attention of a more senior level individual
  • Serves as technical resource to the team, utilizing available resources and a demonstrated ability to handle both standard and non-standard situations through application of systems and product knowledge. This includes knowledge of institutional investment strategies and client investment guidelines as well as analysis and explanation of performance data, attribution and investment characteristics
  • Responsible for workflow, production and enhancements to client review presentations, client materials and ad-hoc requests, working with other members of the client service team as necessary
  • Assists with coordinating client meetings in Japan and occasionally in Boston
  • Coordinates with other areas within Eaton Vance to ensure that high quality and comprehensive client service is provided to all clients, in accordance with defined parameters
  • Assists the team including general office management such as booking meetings, executes administrative support tasks, prepare hard copy marketing materials for external meetings, coordinate regular mailings to distribution list in addition to ad-hoc or non-routine communications