Sales Support Representative

Job Category: Business Development

Requisition Number: SALES007201

Sales Functions:

Organizes and maintains sales literature and client setup forms
Assists Sales Executives in completing client setup forms
Act as point of contact to potential clients as directed by Sales Executives or through contact with Crane network of offices and agents
Qualify sales leads and assign to territory executives
Provide quotations to clients and maintain quote log
Report branch sales statistics, sales funnel information and drive visibility of new opportunities as communicated during sales meetings, branch meetings etc.
Responsible for scheduling weekly sales meetings and agendas
Assist Sales Executives in planning office visits with clients
Assist Administration Manager in identifying AR issues where Sales can support the collection process
Create and manage client database on shared drive, including (but not limited to) client profiles, account activities, SOP's, client set up documents and proposals
Research and analyze company data to track target account progress and/or growth on a scheduled basis and report to management
Responsible for CRM and Web Portal tool roll out to sales team.

Implementation Functions:

Works directly with Sales Executives and Operations to draft SOP's during the transition and implementation of new business
Work with sales, clients, and operations to implement processes and pricing to effectively transition new business from the close of sale to operations.
Work with clients and account executives to establish KPI's, reports and client web tools tailored to the client needs.
Follow up clients, sales and operations to ensure that implementation is successful
Other duties as assigned

HR & Administration Functions: