Job title Sales Administration Representative Reports to Sales Admin Team Lead Job Purpose The primary function of this role is to serve as a point of contact for customers with queries about products, services and account preparations.
This position provides support for sales representatives and technicians.
They act as an extension of the sales team when representatives are out in the field.
An efficient sales support admin contributes to quality customer service and helps the sales team meet its targets.
Duties and Responsibilities Maintain a thorough knowledge of Insight’s programs, policies, and technology. Maintain accurate and sufficient documentation of customer calls.
Prepare and process accounts via phone or email.
Set up accounts correctly in the software when Sales Reps make a sale.
Verify and check data accuracy in orders and invoices.
Contact customers to obtain missing information or answer queries.
Liaise with the Sales Department and technicians to ensure timely services.
Maintain and update sales and customer records.
Provide, sustain and maintain excellent customer service.
Consistently check and review for new accounts serviced the day before.
Prepare Service Agreements.
Monitor CC Bundle email.
Communicate important feedback from customers.
Competencies Communication Proficiency Customer Focus Attention to Detail Team Player with High Level of Dedication Organizational Skills Ability to Work Under Strict Deadlines Performance Management Problem Solving / Analysis Technical Capacity
Sales Representative • Morrisville, NC, US