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Sales Support – Quoting

Oakbrook Terrace, IL

POSITION PURPOSE:  To assist the Indirect channel in pre-sales quoting process in an effort to assist overall in helping to grow and maintain First Communications Agent & Wholesale Sales Channels and Firstcomm customer base.   Providing telephone and email support to agents requesting services for their customers in a timely, positive and professional manner.  Daily expectations include handling inquiries from Agent/Wholesale partners and Channel Managers, creating quotes, presentations and paperwork, sending collateral, and working with sales and management in providing an all-around professional and cooperative office environment.  Quoting position will also be cross trained on order entry and processing of orders which will include scrubbing contracts received to ensure all data necessary to process orders is received and order entry from that into our provisioning database.

 

 

MAJOR RESPONSIBILITIES/ACCOUNTABILITIES:

 

Essential functions/duties of the position:

% Time Description
75% Quoting/contract generation – Provide sales and management with requested information pertaining to internal sales needs, including sales quotes and paperwork, special pricing requests, sending collateral and presentations, account details and other internal sales requirements as defined by Sales Support Management.  Understanding the product set to be able to timely quote products requested.
10% Order Entry/Processing Orders – Data entry and information gathering from contract data into provisioning system. Review sales orders for adherence to Quality Order Standards and work with Sales Management to improve performance.    Booking and logging orders.  Ensure that rejected orders are fixed to the provisioning standards.
10% Interface with Partners  – Attend meetings/trainings and/or Tradeshows.  Interact with Wholesale partners along with management to address needs of Partner.
5% Special Projects  – Participate in training and meetings as required or requested. Handle all special projects as requested by management.

 

Other responsibilities/accountabilities:

 

Work with Sales Organization to support sales requirements, including the below:

 

  • Help generate quotes, presentations and contracts for sales and agents
  • Look up existing account data and billing information to provide information to sales reps
  • Reviewing customer invoices to be able to quote our services to replace their existing services.
  • Log orders
  • Scrub orders to make sure all the necessary paperwork and signatures received and verify all the numbers porting in relation to their current carrier records.
  • Pulling customer service records
  • Data Entry from contracts and information gathered into the provisioning system IDI (including all sales rep ID’s, numbers porting, products purchased, etc)
  • Gathering basic configuration information required to process orders.
  • Be a liaison between sales and the back office. Provide updates to sales on the order status or notify the back office if any changes have been made to the order.
  • Assist with any issues that may develop when order is with back office being provisioned.

 

Other Functions Including:

  • Aid in the distribution of information to sales channels.
  • Make recommendations for process improvements related to the quoting process, order entry and customer maintenance.
  • Make recommendations for improvements within the Sales Office.
  • General administrative responsibilities.
  • Other responsibilities as required.

 

 

RELEVANT QUANTITATIVE DIMENSIONS:

 

Sales Productivity

Sales Performance

Timeliness in processing quotes

Timeliness in processing contract requests

Incoming Customer Call and Email Handling

Order processing Timelines

 

KNOWLEDGE/SKILLS/ABILITIES REQUIRED:

 

External Candidate

Must be detail oriented and able to multi-task in a fast paced work environment

Industry experience preferred but not required

Prior sales support experience preferred

Must have good knowledge of Microsoft Office (Access, Word and Excel)

Excellent written and verbal skills

Must have transportation

College degree preferred, but not required

 

PHYSICAL REQUIREMENTS:

 

No special requirements.

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