Specialist, Customer & Sales Support - Local Customer Service - 3100

TriMark USA is the country’s largest provider of design services, equipment, and supplies to the foodservice industry. We serve customers by delivering design services, commercial equipment, and foodservice supplies across diverse industries and business sectors. Headquartered in Massachusetts with a history dating back to 1896, we combine unique design capabilities, expert market knowledge, and national purchasing strength to offer unparalleled service, including delivery, installation, and after-sales support.

About the role

The Customer & Sales Support Specialist reports to the Divisional Vice President, Business Development and is based in Irvine, CA. This full-time, in-office/hybrid role supports the Business Development (outside sales) team by performing clerical tasks in a fast-paced environment. Responsibilities include data entry, basic bookkeeping, creating quotes and orders, collaborating with vendors and internal departments, and delivering top-notch customer service to drive profitable revenue growth and effective customer relationship management.

Responsibilities

• Create and maintain accurate project and financial reporting.
• Assist in preparing customer invoices and provide support during the bidding process.
• Research and process credits, returns, and price adjustments.
• Proactively engage in "up-selling" and bundling techniques for profitable revenue growth.
• Collaborate with Business Development Managers (BDMs) to distinguish TriMark USA quotes and services.
• Maintain close relationships with BDMs and customers to understand the competitive marketplace.
• Evaluate requests and develop proposals for customer solutions and profitable growth.
• Work closely with manufacturers, vendors, and BDMs to develop market-level pricing for proposals.
• Update forecasts and provide actionable monthly reporting based on forecasted opportunities.
• Gather critical site information for TriMark USA products, contributing to the product database.
• Assist in all aspects of the sales process, including research, proposal requests, post-buy analysis, and account management.
• Field telephone calls for traveling team members and maintain account files.
• Resolve billing/invoice and inventory issues under the direction of the sales team.
• Assist in drafting and finalizing sales proposals and managing proposal templates.
• Coordinate logistics and content preparation for onsite and offsite sales visits.
• Manage sales and marketing content to drive efficiency.
• Serve as the point of contact for the sales team.
• Assist in training new Sales Coordinators and Business Development Managers.

Requirements

• High School Diploma or GED, or equivalent military or practical experience.
• 1–2 years of customer service experience.
• Ideal candidate may have experience in bookkeeping and with Auto Quotes ERP.
• Experience in hospitality or food service with knowledge of supplies is a plus.
• Prior work experience in sales, call center, or telephone support.
• Experience in a distribution environment is a plus.
• Ability to successfully pass a background check post offer acceptance.

Skills

• Solid understanding of basic accounting principles.
• Strong attention to detail and high accuracy level.
• Excellent written and verbal communication skills.
• Ability to provide excellent customer service.
• Proficient in Microsoft Office applications.
• Strong problem-solving skills and ability to present creative solutions.
• Ability to work independently or as part of a team.
• Flexible and adaptable to meet changing needs.

Benefits

• Medical, Dental, and Vision insurance.
• Tuition Reimbursement.
• Pet and Legal Insurance.
• 401k with employer match.
• Community Service Day.
• Spotlight Awards.
• National Sales Excellence Awards.
• CFSP Prep Certification Program.