Provide administrative and operational support to the sales team: process orders in Acumatica, respond to customer and outside-sales inquiries, prepare quotes, maintain CRM records, generate sales reports, assist with contracts, warranty claims, and coordinate with dispatch/warehouse to ensure timely delivery and customer satisfaction.
Description
About the job
Are you looking for a career path that challenges you to unleash your full potential?Look no further than Willbanks, the #1 Boiler Service company in Texas. Our family-owned business values diversity, inclusion, and innovation that creates a work environment promoting forward-thinking and creativity. Our people are what make us great and sets us apart from our competition.
Benefits:
- Training
- Comprehensive tool packages
- Competitive compensation packages
- 401k plans
We also value work-life balance and offer:
- Internal functions to get to know your coworkers on a fun level
- Holistic health coverage
- 10 paid holidays
- 120 Hours of PTO
- Memberships to professional organizations paid for by the company
- Astros Tickets!
MISSION OF THE POSITION
The mission of Inside Sales Support Administrator provides critical administrative and operational support to the sales team. This role ensures smooth sales processes, maintains accurate records, and delivers excellent customer service to both internal and external stakeholders The Inside Sales Support Administrator will work closely with cross-functional teams to ensure customer satisfaction and support the company’s overall sales strategy.
ESSENTIAL DUTIES
- Sales and Services Order Processing - Enter and manage sales and service orders in Acumatica system on behalf of the outside sales team. Track order status and coordinate with dispatch and warehouse to ensure timely delivery.
- Sales and Customer Support - Respond to outside sales and customer inquiries via phone, email, or chat. Provide product information, pricing, and availability. Prepare quotes and proposals. Assist with lead generation and qualification. Schedule internal meetings and follow-ups for outside sales representatives.
- Build and maintain relationships with prospects and existing customers. Use Acumatica/CRM tools to track interactions, follow-ups, and sales and service pipeline progress.
- Quoting - Prepare and send quotes or proposals on behalf of sales team as needed or required.
- Collaboration - Work closely with outside sales team to align strategies and share insights. Participate in team meetings and training sessions.
- Data Management - Maintain accurate customer sales and service records. Generate regular sales reports as needed or required
- Administration - Assist with administrative duties as needed (e.g., setting up customers, managing contracts, processing orders, coordinating with the dispatch and service teams).
- Warranty – Assist with warranty claims per the Company Policy and Procedure as needed
- Perform all other duties as assigned.
Requirements
EDUCATION
- High School Diploma
CERTIFICATIONS & LICENSES
- N/A
EXPERIENCE
- 2 years in the Customer Service position.
- Proficiency with Microsoft Office Suite & CRM
- Sales Process Knowledge.
- Basic Mechanical/Boiler Knowledge is a plus
TALENTS
- Detail oriented
- Customer Service
- Organization
- Verbal and Written Communication
- Work well with others in a fast-paced, high-volume environment.
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