About The Position

Account Assistant - School & Healthcare Foodservice Sales Position Summary: 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.

Requirements

  • High school equivalency required; some college preferred
  • 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.

Nice To Haves

  • Sales experience preferred
  • Experience in School, Health Care, or Food Service strongly desired

Responsibilities

  • 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 pricin
  • 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.

Benefits

  • Eligible for Paid holidays
  • Discounted product rates
  • Medical, Dental, Vision and Life insurance eligibility
  • 2 PTO days
  • Company Paid Life Insurance
  • Eligible to start contributing to your 401k
  • 2 PTO days
  • 401k match eligibility
  • 8 PTO days
  • Company Paid Short-Term Disability insurance
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