Job Description

Inside Sales/Customer Service Representative

Summary: The Inside Sales / Customer Service Rep is responsible for building strong relationships with our reps, designers, and architects and providing support for all aspects of sales activity.

Duties and Responsibilities:

Inside Sales

● Builds strong relationships with reps, designers/architect

● Creates SalesForce opportunities for projects

● Works with reps to maintain a reliable opportunity pipeline

● Follows up on projects weekly

● Understands client needs and offers solutions and support

● Supports our outside sales team (reps and sales managers) when closing sales

● Strategizes on volume projects to help increase the conversion rate

● Identifies ways to increase sales

● Enters new leads into Salesforce

● Maintains database (SalesForce, CRM, Spreadsheets, etc.) of prospective client information

● Coordinates and generates quotes for the sales team and customers

● Coordinates spiffs for Sales Reps/Showrooms Project Management

Project Management

● Manages a project from initial inquiry or handoff from the Regional Sales Manager to shipping

● Creates opportunities for projects

● Manages order payments and status updates

● Works on custom projects with Engineering, sales reps, and the customer

● Maintains project documentation

● Sets deadlines and monitors project progress

● Evaluates project performance and ensures the project delivers the expected outcomes

General Customer Service

● Processes customer service claims

● Processes orders (Order Entry)

● Creates cases in Salesforce to document warranty claims and product issues

● Manages the status of open cases

● Supports the completion of the return merchandise authorization (RMA) process

● Resolves cases and claims based on the company’s terms and conditions

● Supports the engineering department in identifying issues and resolving them

● Answers potential client questions and follow-up call questions

● Supports shipping/freight as needed

● Assists Accounting with maintaining accounts receivable

● Invoices completed orders

● Completes new account setup

● Updates customer service notes and creates new process documentation

Computer Skills:

● Microsoft Excel and Google Suite skills such as: development and interpretation of worksheets, use of named ranges, pivot tables, look-up functions, and the ability to interpret moderately complex formulas (for example, nested if’s, etc).

● Sage 100 experience desired or familiarity with ERP system elements, Sales Order Entry and Billing, Collections, Purchasing and AP, Inventory vs General Expense activity

● Ability to navigate within multiple data systems

Education/Experience:

High school diploma or general education degree (GED), and 3+ years of similar or related experience. Experience in the lighting industry and/or a manufacturing environment desired.

Job Types: Full-time, Part-time

Pay: $26.00 - $36.00 per hour

Expected hours: 40 per week

Benefits: