Account Assistant - School & Healthcare Foodservice Sales

Account Assistant - School & Healthcare Foodservice Sales

Function as the administrative support of the School & Healthcare Foodservice Sales team working with both internal and external clients to retain and build our client base.

Job Duties:

• Manage assigned school & healthcare accounts in a manner that will ensure customer satisfaction while achieving Sales and Gross Profit Plan Goals.
• Develop a strong business relationship with customers within assigned business segments via phone and email contact. Includes contact with assigned accounts on a scheduled basis.
• Assist with and monitor customer orders via internet ordering systems, email, fax, or call in with a goal of all customers placing orders on-line.
• Draft letters, memos, and emails to keep customers and internal departments updated on activities.
• Provide superior consultative sales and service by utilizing Order Management Systems, Enterprise Café (CRM), and other Customer Solution Tools to manage accounts to per-determined sales goals.
• Focus on increasing sales through account penetration with a focus on key product categories.
• Review and improve service levels by monitoring out-of-stocks and substitution reports, weekly sales, inventory, number of deliveries, and other reports.
• Monitor contract pricing.
• Process customer credits in a timely manner and perform customer collections working proactively to keep accounts current.
• Assist School and Healthcare Consultants and Bid Coordinator.
• Maintain customer contact information in Customer Relationship Management (CRM) System.
• Monitor customer purchases to identify voids and suggest products to sell the complete package.
• Research prospect accounts.
• Communicate product information to customers in a timely manner (including, but not limited to market updates, shortages, new items, etc.).
• Assist with bid preparation and proposals as assigned.
• Develop reports for customer business, both new & current.
• Assist with new business roll-out as assigned.
• Maintain product nutrition files (including CN/PFS documentation) by entering product information and uploading documents to the CWD Portal.
• Attend Customer and Prospect meetings as assigned.
• Assist Purchasing.
• Review bid information and customer menus to identify items needed in quantity.
• Report large item pulls, potential short-inventory, or special upcoming events that impact inventory to Purchasing.
• Monitor and communicate product shortages.
• Assist Operations.
• Communicate changes in delivery requirements.
• Monitor and communicate special routing requests (off-day/special delivery, and recovery).
• Monitor number of deliveries.

Education & Experience:

• High school equivalency required; some college preferred.
• Sales experience preferred.
• Experience in School, Health Care, or Food Service strongly desired.

Knowledge, Skills, and Ability:

• Friendly and efficient customer skills.
• Computer stills required, knowledge of MS Word and Excel.
• Good oral and written communication skills required.
• Strong ability to prioritize and organize is vital.
• Must work well in groups and be able to manage heavy workloads with many interruptions.
• Some travel may be required.