Inside Sales Specialist

Daikin•Stamford, CT

25d

About The Position

The Inside Sales Specialist manages customer requests for price quotations and purchase orders, provides order follow-up and customer service, and supports branch operations and outside sales staff. The role coordinates with customers, manufacturers, credit, accounting, and other departments to address order requirements and resolve issues. It also maintains customer and order records, supports the relationship between the AER team and branch staff, and uses the SxE computer system to retrieve and update customer, inventory, purchase order, and delivery information. The position requires professional and ethical conduct, ongoing knowledge of ABCO products and programs, and participation in required training and seminars.

Responsibilities

Receive in-person and telephone requests for price quotations and provide immediate quotations for price-book items.
Prepare timely price quotation forms for items not listed in the price book.
Receive requests for new purchase orders and for changes, adjustments, or cancellations to existing orders.
Check customer credit status with the credit department when rush orders are received.
Follow up on orders by tracing their status, providing relevant information, answering customer questions, and coordinating with manufacturers to locate items and meet delivery requirements.
Communicate relevant order information to appropriate personnel in other departments.
Maintain files of active orders and record activity such as notices, scheduling changes, partial shipments, and credit changes.
Build and maintain professional, positive customer relationships by providing effective service.
Serve as a liaison between customers and other departments by providing information or routing requests to the appropriate department.
Record customer interactions and transactions, including inquiry and complaint details and actions taken.
Obtain details of customer complaints and ensure issues are resolved promptly and professionally.
Resolve customer service or billing complaints through merchandise exchanges, refunds, or bill adjustments.
Follow up to confirm appropriate action has been taken to resolve customer issues.
Refer unresolved customer grievances to the Branch Manager or appropriate supervisor.
Provide the accounting department with paperwork needed for credits or debits, including original purchase orders, invoice copies, and return goods memos.
Support outside Sales Account Managers, Branch Managers, and customers according to the branch area.
Perform counter and branch functions on a fill-in basis as needed.
Manage the relationship and liaise between the AER team and branch staff.
Maintain current knowledge of ABCO product lines, prices, delivery times, drop-ship items, and promotional and marketing programs.
Participate in training and seminars as required.
Use SxE to retrieve customer information, check stock status and purchase order status, and change or adjust existing purchase orders.
Use appropriate codes when retrieving and entering information in SxE.
Check computer runs for delivery information and coordinate with appropriate personnel regarding scheduled shipments.
Act professionally and ethically.