Administrative Support This persons responsibility is to support a salesperson or persons that generate anywhere from 4 – 6 million dollars of business annually. Data entry of all new proposals to the Team Design program from information given by the salesperson.Verify discounts, cost and sell prices Check customers exemption status for sales tax, obtain appropriate certificates when required. Enter new customers with correct and complete information, if salesperson does not supply all the information it is the support persons responsibility to get it. Use the correct Revenue Codes Print Proposal Analysis Reports for Salesperson to sign off on. Print final Proposal Obtain outside dealers if necessary for installations outside local area. Receive quotes and communicate that with the sales person. Obtain Certificate of Insurance before issuing the purchase order. Obtain a completed W-9 for new vendors. Supply the dealer with plans and delivery tickets. Obtain outside dealers if necessary for installations outside local area. Check clients purchase order against the proposal (if you have one) prior to ordering. Run purchase order and fax to the vendor. Receive acknowledgement – verify the quantity, price and description. Enter dates in Team Design. Verify that ship dates are within the required time for installation. Follow up with vendor if an acknowledgement is not received within 1 week. Handle any discrepancies between manufacturer and salesperson to obtain ship dates as quickly as possible. Run Backlog Report once a week for each salesperson individually. Meet with each salesperson once a week to go over the backlog report. Communicate on the Backlog Report any jobs that need to be scheduled. Meet with the Installation Coordinator for scheduling. Coordinate Installation Verify with the Warehouse Manager that the product is here from Receiving Reports Review upcoming jobs to verify product will arrive in time for the scheduled installation. Follow up with the vendor to expedite the order. If product comes in damaged or short shipped follow up with the vendor to get the replacements here as soon as possible. Invoicing Receive Delivery Tickets signed from Installation daily. Verify your daily tickets from the Backlog Report. Handle any issues that arise from installation; warranty claims, damaged product and any replacement orders with the manufacturer. Communicate to Accounts Payable any credits that will be received via the Credit Due Form. Communicate to the Salesperson any issues that need to be discussed. Invoice the job out and file in the prospective Open Receivables file. Work as a team with the other Support employees. When someone is out of the office help their salespeople as needed. Do filing when the job is closed in the appropriate files. APPLY FOR THIS POSITION Our Vision To be the #1 country’s leading full-service contract dealer of mid to high-end office furniture, furniture systems and modular interior solutions. Our Mission From beginning to end, we will help you maximize your greatest assets-Your real estate, your technology, and your people. Our Values Honesty. Customer-First Policy. Fully Satisfied Clients Posted on October 31, 2019 by Commercial Design Services Leave a Reply Cancel replyYour email address will not be published. Required fields are marked *Comment Name * Email * Website Save my name, email, and website in this browser for the next time I comment.