Sales Support Coordinator in Bristol

BE SUPPORTED. BE DEVELOPED. BE REWARDED.

Main Responsibilities

• Proactively support Sales Managers to meet customer’s needs, from start of the customer journey through to completion.
• High levels of diligence, accuracy and pace need to operate within set business processes and procedures whilst maximising customer satisfaction.
• Conduct weekly overview of customer portfolio with key stakeholders across the business.
• Identify potential risks or opportunities and inform Sales Managers to follow up.
• Assist customers and Sales Managers with all account related questions. Provide accurate timely information regarding enquiries.
• Be the link between departments across the business to ensure customer expectations are met.
• Accurately updating our in-house ERP system in a timely manner.
• Using data to look for trends and problems, take a proactive approach to managing your own data.
• Generating Equipment Sales agreements for new customer orders.
• Working with Commercial to allocate appropriate equipment and budget costs. Generating purchase orders for work required.
• Working with in house and out of house finance companies to produce proformas and invoices.
• Raising Workshop prep job sheets and coordinating with multiple departments to ensure specifications are correct and machines will be ready for dispatch in line with customer expectations.
• Liaising with the production line to ensure machines are completed to customer specification and will be ready for dispatch, updating the results in ERP.
• Raising of Third party installs purchase orders, coordinating work required from inception of order through to completion of work.
• Updating production data on the ERP system: promise dates, production weeks, arrival of orders and subcontract work.
• Costing/invoicing completed and delivered works orders.
• Actioning job sheets, including printing and door stickers.
• Creating machine certificates and documentation. Ensuring this is placed in the cab of the machine and uploaded on ERP.
• Updating system and job packs with parts arrival information.
• Gatekeeping of Workshop Engineers labour on ERP ensuring this is up to date and accurate at all times.
• Upkeep of all PDI sheets ensuring accuracy on all, including machine certificates prior to machine delivery to customer.
• Ordering new and used Plant & Equipment from OEMs and maintaining accurate equipment records. Including but limited to raising Equipment Purchase Orders, processing goods receiving and coordinating prompt payments to suppliers.
• Checking and validating order confirmation and invoices – updating our ERP system to accurately reflect and flagging any changes to the Commercial team.
• Actioning any machines swaps once notified, including changing equipment allocated on Sales Agreement admin of works orders, possible removing and swapping over of parts/labour, cancelling/costing. Updating ERP with any photos to provide accuracy, if machine swaps have been processed.
• Updating job sheets and door stickers during machine swaps and machine amendments to ensure accuracy of the equipment on ERP.
• Answering incoming telephone calls, being the first point of contact for existing and prospective customers.
• Any other tasks required by the business, within capabilities.

Essential Skills and Attributes

• Able to thrive and succeed in a busy, ever-changing environment.
• Excellent problem-solving skills with accuracy and attention to detail.
• Ability to multi-task and prioritise own tasks as required.
• Proficient in the use of Microsoft Office Suite, including Excel and Outlook.
• Strong communication skills and able to build relationships with key stakeholders.

Desirable

• Experience from a Plant, Truck, or Agricultural sales administration background advantageous but not essential.
• Familiarity with dealer management systems.

Personal Qualities

• Shows dedication and accountability.
• Team player, support the wider team.
• Clear and confident telephone manner.
• Can set and meet deadlines while maintaining strong attention to detail.
• Understanding the importance of accurate reporting.
• Be open to new ideas and solution orientated, if you identify a problem, can take ownership, and evaluate different solutions through to completion.

Work Experience & Education Requirements

• Good general level of education including English, Maths, and IT.