Job Summary

Provide administrative and sales support to the business unit Account Manager.

Key Accountabilities

Account Management Assistance

• Assist in retaining customer volume, sales, and profitability by selling new products and services to current and new customers
• Assist in execution of growth strategies for business unit
• Research and track customer needs and competitor activity
• Utilize SugarCRM for opportunity management, customer tracking, and assisting in sales forecasting
• Work with inter-departmental staff to facilitate customer credits
• Assist with product promotions and regular customer contacts
• Assist in developing product presentations as requested

Customer Support

• Act as a point of contact for customers and provide superior customer service
• Assist with customer satisfaction, managing customer expectations, and issue resolution
• Proactively communicate customer needs and perspective
• Work directly with customers to place orders, troubleshoot problems, and escalate issues when necessary

Sales Administration

• Manage logistics and order management of top customer(s)
• Track sales & marketing promotions in ERP (Microsoft Navision) and CRM (Sugar)
• Assist in online website testing

Reporting & Analysis

• Run promotional and daily operational reports as needed
• Build and maintain reporting to monitor customer and product trends

General Administrative

• Complete special projects as assigned
• Assemble reports, presentations, mailings, and other information packets
• Process orders and monitor inventory as needed
• Maintain proficiency in CRM system
• Build strong inter-company relationships

Supervisory Accountabilities

• None

Required Education and Experience

• Bachelor’s Degree or equivalent experience
• Strong Microsoft software skills, specifically Excel, Word, Outlook, Teams, and PowerPoint
• Experience using GoTo Meeting software
• Experience using CRM software (specifically Sugar a plus)
• Experience using ERP software (specifically Microsoft Navision a plus)
• General administrative experience
• 2 years’ experience in an administrative, sales, or customer service role
• Experience working in the pet / death care industry preferred

Competencies

• Maintain a high level of confidentiality, accuracy, and productivity
• Sit for long periods of time (standing work station provided)
• Work at an efficient and productive pace, handle interruptions appropriately and meet deadlines
• Apply principles of logical thinking to define problems, establish facts, and draw valid conclusions
• Understand and execute a variety of instructions
• Effectively operate office equipment, and effectively operate and communicate on the phone system
• Work independently with minimal supervision
• Adhere to all company policies and procedures and complete job required training