Sales Support

3 months ago


Hemel Hempstead, United Kingdom KYOCERA Document Solutions Full time

**Based**: Hemel Hempstead

**Reporting to**:Head of Enterprise Sales

**Contract**:Permanent

Responsible for the day-to-day support of the sales team, loading deals with a high degree of accuracy and dealing with customer queries, ensuring customers are kept informed and updated on a regular basis. Liaising with key internal stakeholders to capture and retain the information to load deals. Also then must work with other key internal stakeholders (Credit, SOP, Service, Finance, Leasing and Settlements and Contracts).

**Details for the role**:

Main tasks and responsibilities

1. Receive from the sales employee - contract (signatures), lease settlement, Residual Values, Special Pricing Request, Delivery Addresses as an example. Perform an examination against error checklist to identify missing components and make necessary follow up to be fully compliant with OnBase & Autotask requirements.

a. Obtaining lease acceptance from the funders for orders being processed or from the sales team
b. Checking status of lease devices
c. Collect & collate all supporting documentation and confirmations including quotes, E-docs, approvals, Residual Value’s, Cost Per Copy’s etc
d. Where appropriate obtain Professional Services quotes (Papercut and MyQ)

2. Ensure correct administration and documentation setup for all ICT quotes, including:
a. Full quoting responsibility
b. Supplier and Customer set up in the correct systems
c. Registering deals on the correct portals and systems
d. Raising bids for each Vendor
e. Sourcing & negotiating the best prices (rule of 3) for products
f. Administrating all quotes and licences (PaperCut & MyQ)
g. Handling all DS Hardware requests & any 3rd party costs for ICT & UC deals

3. To ensure that deals are packaged and loaded with all the correct, signed documentation and information which meets the criteria needed to successfully achieve sign off from each function. Ensuring that they facilitate, and co-ordinate information needed at each stage to make sure that the deal is fully workable at each point.

4. Once the deal is fully loaded and if the deal is rejected, you will be responsible for taking the feedback and addressing the shortfalls. Each gap will need to be closed with evidence and information and feedback must be shared with the original salesperson to ensure continuous learning.

5. Utilising the Work in Progress (deals signed off, planned for implementation) report to review, track and update on deals to ensure that information is available for the sales teams, customers or key stakeholders. It is essential to keep customers informed of issues or delays should they arise.

6. Updating SFDC Customer information with notes on correspondence to and from the customer in relation to key deals. Ensuring that this information is accurate and complete.

7. Supporting day-to-day customer service queries including toner deliveries and updating the customer once its resolved. Redirect queries to the correct department when they are incorrectly directed to sales admin.

8. Support the allocated Sales manager in organising internal sales meetings, co-ordinating diaries, meeting rooms, parking as necessary. Where required, attend Sales meetings as and when required.
9. Work with sales managers to identify on-going improvements to the process and sales working practices.
Knowledge, Experience & Skills
- Attention to Detail - forensic skills to ensure that all the “details” needed for the deal are being picked up and placed into the deal work for the deal to be processed effectively
- Understanding of commercial and public sector contracts - being able to interpret clauses and commitments
- Communication skills both verbally and written - Capable of starting a conversation, providing feedback, asking questions and gaining clarity. Being able to write in a professional manner that shares information and data in an understandable way.
- Deadline-Oriented - Capable of loading information accurately and timely to ensure that we meet internal business goals and standards
- Research Skills - Capable of researching data for accuracy and deal management.
- Time Management - Capable of prioritising workload and meeting deadlines, ensuring that the customer is placed first in the position.
- Working knowledge of Microsoft office and computer key board skills - Word / Outlook / Teams / SharePoint
- Working knowledge of Quoteworks, OnBase and Salesforce
- Awareness of our business products and services that we sell to ensure that we have current working knowledge to support the deals and the customers.
Competencies and Key success factors
- Service orientated and customer focused, demonstrating a keenness to want to solve business problems and delighting the customer with effective delivery of our services.
- Builds collaborative relationships, effective at working with internal stakeholders, sharing up to date information and collaborating to achieve sign off at each stage.
- High level of atte


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