BASIC FUNCTION OF JOB
The Sales Solutions Representative is responsible for providing customer service and managing the sales processes of their assigned Account Executive or team of Account Executives (AE). This involves, but is not limited to: quoting, ordering and account management, mailbox and call management, part requests, report generation, order fulfillment, reporting, and collections. Pre-sales support functions include: pre-qualification of accounts, product pricing, research, configuration and product information.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
30% Client phone calls/communication
50% Quotes/research/order entry
20% Back office (collections, RMA/Client service problem resolution, order tracking/orderflow, web-eadmin, special costing, new material request forms)
Essential Functions of the Job:
Make outgoing client calls in support of the organization’s sales requirements.
Work on special projects for clients and sales force as needed.
Attend Company, vendor, and publisher trainings and webinars, as directed.
Build relationships with other Insight departments and increase efficiencies where applicable .
Prioritize and respond to incoming client calls and emails.
Prepare, manage and submit sales quotes accurately into the appropriate quote entry system.
Research technical information on product requests and ensure access to procurement.
Responsible for correct and accurate order processing.
Ensure all client purchase orders/credit card orders are entered, configured.
Ensure special bid pricing is applied and correct cost is captured on every order before order is released.
Ensure contract compliance.
Provide reporting for clients.
Request and/or set up new client sold-to’s, bill-to’s, and ship-to’s as needed.
Manage pricing (agreement manager, contract module) and work with vendors on special pricing.
Assist clients with their web accounts with Insight.
Ensure correct and accurate order fulfillment
Responsible for RMA management, credit re-bills and collections facilitation.
Follow-up on all open client returns in a timely manner.
Follow through to make sure the replacement order (if applicable) is placed and shipped.
Positive interaction with Customer Service /Purchasing on RA/Replacements.
Keep sales force informed of any problems and final resolution of issue.
Provide order status for client base.
An individual’s performance will be measured against the following metrics. This is not an all inclusive list and changes in the metrics can be made at the manager’s discretion.
# of orders
Education and/or Experience
Bachelor's degree (B. A.) from four-year college or university; or two to six years related experience and/or training; or equivalent combination of education and experience. P revious experience selling computer technology highly encouraged. Strong knowledge of IT products and services needed.
KNOWLEDGE, SKILLS AND ABILITIES
Ability to effectively present information and respond to questions from groups of managers, clients, other teammates needed. Strong communication (verbal and written), organization, and time management skills required. Solid problem solving and consultative skills a must. Must be self driven, motivated and results-oriented. Able to build relationships and quickly develop trust with clients, as well as internal personnel, needed. Must be able to solve problems thoroughly and work well under pressure. Must be able to adhere to tight service level agreements (SLAs) and be able to multi-task effectively.
Insight is an Equal Opportunity Employer (EOE). M/F/D/V
Insight - 19 months ago
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