Senior Sales Support Administrator
CurrentResponsible for supporting 60+ complex, national accounts, working with the National Account Managers (NAMs) and Project Teams on assigned accounts. Assuring that all proposals and contracts are properly processed, assisting with the set-up of new accounts, maintaining customer account profiles, working with large amounts of data, and providing various sales reports as needed.Sales Workflow Tasks:• Obtaining data needed for Quote creation & data entry• Creating Sites, Billing Accounts, New Brands and Master in Microsoft Dynamics 365• Creating new billing accounts in MasterMind• Generating complex accounts quotes in Microsoft D365• Creating and submitting Schedule A documents (CIA, CPSA)• Following up on status of Booking• Booking and revising quotes• Coordinating with NAMs and/or Liaisons for Construction schedules• D365 Support and acting as the first point of contact for all D365• Working with the Contracts Team to submit, manage, and resolve Booking Exceptions• Managing Third party software required by various customers, such as Service Channel• Participating in New Customer calls, internally and with the customerProject Workflow Tasks: • Obtaining Emergency Data Sheets• File Maintenance RMR (recurring revenue) Set Up• Updating trackers and SharePoint• Researching billable documentation for discrepancies. • Interdepartmental Projects• Managing the incomplete for the project billing queue• Processing all RMR cancellation requests• Troubleshooting / SA EscalationCommunication Tasks:• Participating in A-Team Calls• Reporting on Sales Activities• Serving as a liaison between many different departments (NAM, Install, Billing, Contracts, Customer)Housekeeping Tasks:• Cleaning up old quotes• Auditing• Sales Administration Department Projects• Providing extensive billing research when needed• Maintaining existing and/or creating new Customer Profile Sheets and Procedures to ensure they are accurate and up to date at all time
