Description

Answer questions, enter quotes and process orders from National Freight Accounts, contractors and commercial customers or sales.

• Convert quotations to work orders from customer-signed acknowledgements, contracts, or will calls. Create work order files and check order for correctness prior to filing.  Communicate credit policies to customers and collect COD payments.
• Review weekly Hold Report generated by Credit Manager to determine if any local customers are on hold. On hold customers cannot pick up material without bringing account current.
• Submit all new orders, revisions, change orders, and installations to manager for approval.
• Inform production of any run-ins, stock orders, and time sensitive issues.
• Check order acknowledgements to ensure product and pricing are correct.
• Request quotes for the installation of the doors, motors and accessories when required.
• Coordinate the installation of doors with the install crews.
• Communicate effectively with National Freight Account Manager, Commercial Sales Manager.
• Meet or exceed deadlines with construction schedules.
• Request change orders with contractors when needed.
• Familiarize oneself with all product literature, shop drawings, specifications, color charts, price books, default pricing, changes in policy and procedures, shipping procedures, and warning information.
• Obtain customers' names, addresses, and billing information, product numbers, and specifications of items to be purchased, and enter this information on order forms.
• Inform customers by mail, telephone or email of order information, such as unit prices, shipping dates, and any anticipated delays.
• Investigate customer complaints before submitting them to customer service.
• Initiates any changes, no charge or credit request to help resolve customer complaints.
• Verify customer and order information for correctness, checking it against previously obtained information as necessary.
• Check production lead time to determine availability of requested merchandise.
• Review orders to insure completeness and accuracy of data in software system.
• Attempt to sell additional merchandise or services to prospective or current customers.
• Assist and fill in when supervisor/co-workers are out of office
• Ensure CRM software is up to date.
• Keeps work area clean and neat.
• Other duties as assigned

JOB SPECIFICATIONS:

• High school diploma or GED.
• Two to four years previous work-related skill, knowledge, or experience.
• Intermediate computer skills required, Outlook.
• Ability to communicate by telephone is required in a clear and professional manner.

PHYSICAL DEMANDS:

• Regularly required to sit, stand, and walk.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position.

PI279276453