Sr. Sales Support Administrator

Sales Workflow Tasks

• Obtaining data needed for Quote creation: Via customer database (Project Mates, Resource, Big Sky, etc.), construction schedules, customer emails, D365 Tasks.
• Creation of Sites, Billing Accounts, New Brands and Master in D365: Making any changes/updates to these items as needed.
• New sites can be created in Prequal program or can be manually entered in D365.
• Creating new Bill to in Mastermind
• Generating quotes in Microsoft D365
• Creating and submitting Schedule A documents (CIA, CPSA): Via email, or customer database/systems/format (DocuSign, Project Mates, Resource, Loaders, etc.)
• Follow-Up on Status of Booking.
• Booking Quotes.
• Rewire Quotes.
• Cooking Quotes.
• Cooking Quotes.
• Coordinating with NAMS’s Or Liaisons for Construction schedule.
• D365 Support and acting as the first point of contact for all D365.
• Working with the Contracts Team to submit, manage and resolve Booking Exceptions.
• Managing Third party software required by various customers.
• Concerns issues for the team.
• Team Workflow & Out of Office Coverage.
• Maintaining existing or creating new Customer Profile Sheets and Procedures to ensure they are accurate and up to date at all times.

Project Workflow Tasks

• Emergency Data Sheets.
• File Maintenance Recur Set Up.
• Update trackers and SharePoint.
• Research billable documentation for discrepancies.
• Interdepartmental Projects.
• Manage the incomplete for the project billing que.
• Processing all RMR cancellation requests.
• Troubleshoot / SA Escalation.
• For new customers, gather information for who customer invoices will be sent to.

Communication Tasks

• Participates in A-Team Calls.
• Reports on Sales Activities.
• Serves as a liaison between many different departments (NAM, Install, Billing, Contracts, Customer).

Housekeeping Tasks

• Clean up old quotes.
• Audits.
• Sales Administration Department Projects.
• Providing extensive billing research when needed.
• Maintaining all Customer Profile Sheets and Procedures to ensure they are accurate and up to date at all times.