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Job Description
*Determines appropriate product selections and pricing for customer orders by referencing inventory, lead
times, and contract terms.
• Performs order entry, quote generation, and follow-up tasks to ensure accurate and timely processing of
customer transactions.
• Observes customer purchasing behavior and sales trends to identify potential upsell or cross-sell
opportunities.
• Handles incoming calls and emails from distributors, contractors, and end users to provide product
information and resolve routine service issues.
• Enters sales orders, customer notes, and related transaction details into CRM or ERP systems to support
data accuracy and reporting.
• Contacts external vendors and internal departments to confirm availability, delivery timelines, or technical
specifications as needed.
• Ensures customer satisfaction by following up on open quotes, shipment status, and product feedback,
escalating issues when necessary.
• Prepares and organizes sales materials, product catalogs, and customer records to support inside sales
operations and training needs.
• Exercises professional judgment when managing customer concerns and provides informal guidance to
newer team members on system use and customer service best practices.
• Performs other duties as assigned
• Complies with all policies and standards
times, and contract terms.
• Performs order entry, quote generation, and follow-up tasks to ensure accurate and timely processing of
customer transactions.
• Observes customer purchasing behavior and sales trends to identify potential upsell or cross-sell
opportunities.
• Handles incoming calls and emails from distributors, contractors, and end users to provide product
information and resolve routine service issues.
• Enters sales orders, customer notes, and related transaction details into CRM or ERP systems to support
data accuracy and reporting.
• Contacts external vendors and internal departments to confirm availability, delivery timelines, or technical
specifications as needed.
• Ensures customer satisfaction by following up on open quotes, shipment status, and product feedback,
escalating issues when necessary.
• Prepares and organizes sales materials, product catalogs, and customer records to support inside sales
operations and training needs.
• Exercises professional judgment when managing customer concerns and provides informal guidance to
newer team members on system use and customer service best practices.
• Performs other duties as assigned
• Complies with all policies and standards
