Customer & Sales Support Specialist

TriMark•Cleveland, OH

5d•Hybrid

About The Position

Join our dynamic Sales Support Department as a Customer & Sales Support Specialist. In this role, you'll assist the Territory Sales Representative (outside sales) team by performing clerical tasks with precision in a fast-paced environment. Your responsibilities include data entry, basic bookkeeping, creating quotes and orders, collaborating with vendors and internal departments, and providing top-notch customer service. Your focus will contribute to profitable revenue growth and effective customer relationship management.

Requirements

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.
High School Diploma or GED and, or equivalent military or practical experience.
1 – 2 years of customer service experience.
Prior work experience in sales, call center, or telephone support.
Ability to successfully pass a background check post offer acceptance.

Nice To Haves

Experience in bookkeeping but not required.
Experience in hospitality or food service with knowledge of supplies.
Experience in a distribution environment is a plus.

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 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.