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 workUpdating 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 Agreementadmin 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.
Skills and Attributes:
Essential
- 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.
No support required from Recruitment Agencies
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