Provide administrative support for field sales teams, including, but not limited to: creating andediting equipment quotations; creating and editing sales opportunities; initiating, tracking and closing workflow requests for change orders and concessions; requesting quote contract terms addenda; researching installed base information. Most tasks involve transactional research, updates, report processing and communicating both with the field teams, and within the department. Essential Responsibilities: Act as liaison and partner with sales to meet commitments and resolve issues Assist with opportunity management, quote creation, change orders, concessions, and nonstandard terms requests for assigned regions or businesses Timely document creation and distribution to sales team to meet customer commitments Coordinate workflow closures with the sales team Engage in special projects to streamline bulk buy packages Utilize internal systems to research and distribute installed base or order data to assist with new system or upgrade configuration requirements Proactively resolve and escalate issues across functions when necessary Collect, consolidate and disseminate information from/to all the team members to ensure knowledge sharing and execution for assigned function Drive continuous improvement on all related processes, work instructions, and procedures to ensure ongoing standardization and simplification of tasks Qualifications / Requirements College degree OR High School diploma/GED and 2 years experience in customer service or field support role Fluent in English Must have unrestricted authorization to work in the United States Proficiency in Microsoft Office (specifically Outlook, Excel, Word, PowerPoint Must be able to work out of an office located in Wauwatosa, WI Desired Characteristics: Working knowledge of SalesForce.com Familiarity with commercial processes (Basic understanding of ITO & OTR) Outstanding verbal and written communication skills Excellent telephone and customer care skills Excellent organizational, project management and time management skills, including multitasking and ability to prioritize to meet aggressive deadlines Ability to quickly adapt in an environment where priorities change frequently Ability to problem solve and drive issues to resolution Strong attention to detail Excellent interpersonal / team / influencing skills Dependable: Reliable, responsible, dedicated, committed
Associated topics: information technology, information technology analyst, patient, service, support specialist, technical, technical support, technical support specialist, technician iii, technology
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