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Sales Support Associate

4 months ago

Dublin, United States Southeastern Equipment Company Full time
Job DescriptionJob DescriptionSales Support Associate: Southeastern Equipment is looking for a detail oriented, computer savvy, hardworking administrative sales professional to add to our growing SSA team. This position is hybrid. The candidate must live within the Dublin, Ohio area.

Your typical day is spent handling the most important work in the sales process: document management, adhering to best practices and being a GREAT partner to our sales team.

Detail orientation, organization and the ability to exceed expectations are important skills for this role

Sales Support Associate Job Description

Effective May 29, 2024

Sales Support Associate

Primary Responsibility Summary

Assist the Regional Sales Manager and the Sales/Rents/PSSR team with administrative work and data entry by preparing contracts, researching equipment, creating sales packets and helping to find information that is needed to fund/finalize deals.

Reporting Structure

  • Reports To: Sales Support Associate Manager

Travel Requirements

  • Negligible

FLSA Classification

  • Nonexempt

Metrics Accountable (Currently but may change from time to time)

  • Inaccurate Documentation sent to Corporate

  • # of Opportunities Created

  • # of Opportunities Closed

Responsibilities

Using Salesforce research equipment availability and pricing

  • Requires complete understanding of all salesforce functions and variety ways of acquiring the information.

  • Ensures that trade information is complete to invoice customer

  • Must confirm that all information is accurate to proceed with processing to invoice

  • Creates, Changes, Opens and Closes Sales, Rental & Demo Opportunities in Salesforce

  • Involves searching for appropriate equipment for Rental/Demo opportunities

  • Verifying that account information is accurate, correct account, tax status

  • Proper insurance documentation is available, sometimes requires research

  • Verify credit

  • Coordinate all trucking arrangements

  • If sale is financed, getting all the correct finance documents signed and submitted

  • Understands the state laws and regulations for sales

  • Tax differences

  • Title differences

  • Provides warranty information and buyers guide to customers in a timely manner

  • Reviews all DPO’s sent to Corporate

  • Rentals/Demos OUT/IN

  • New equipment from mfg,

  • Determine if equipment is SEC Stock or Ordered in for customer sale

  • Maintains the appropriate files & copies in an organized filing system, computer & hard copy

  • Maintains the SSA Monday Board for accuracy

  • Stores needed documents for sale

  • Keeps track of needed documents for sale and commission

  • Creates/Schedules Trucking Requests & PO’s for Hired & Internal Trucking

  • Schedules ALL trucking in and out of the responsible branches, determine if using internal vs hired trucking

  • If internal trucks

  • Coordinate with Trucking Manager and appropriate documentation provided

  • If Hired Trucking

  • Creates all Purchase Orders

  • Create Trucking Requests to submit to Trucking Vendor and appropriate documentation

  • Add to Trucking Calendar according to standards required by Trucking Manager

  • Assist Parts in Determining s/n of attachments

  • Researching Equipment/Attachment numbers and possible s/n of units

  • Submitting New Equipment/Attachment orders to Purchasing Agent from signed sales orders

  • Verifying that sold unit needs to be ordered or is it in stock

  • Sending the correct/required information to Purchasing Agent

  • Responsible for Releasing SEC Equipment/Attachments from their branch locations

  • Researching equipment status

  • Is equipment already committed to a previous sale

  • If opportunity status is at 75% or more, required research of quote with other salesmen, SSA, RSM and OP’s team

  • Is equipment already committed to previous Demo/Rental

  • Is equipment ready for Demo/Rental

  • Research with OP’s team for equipment status

  • Any other duties related to the sale, rental or lease of equipment

  • Attend/Participate in all applicable meetings and training sessions

  • SSA’s are the bridge between Purchase Orders of ordered machines, BSP, Finance, Insurance, Warranty, Sales orders, Trucking, etc.

? Values and Mission

Upholds Southeastern Equipment’s Values, Vision, and Culture.

Passion We create relationships, not transactions.

Niche Through high levels of customer service we provide solutions and expertise to help customers move material to build the future.

Core Values

  • Passion - We have steadfast determination.

  • Helpful - We are reliable.

  • Hustle - We have grit and do more than what is required.

  • Human - We treat everyone with empathy and dignity.

  • Customer First – We make sure our customers are cared for first.

Accountability Chart Responsibilities

  • Assist sales team on equipment sales as needed

  • Researching equipment availability

  • Review and potentially creating all salesmen’s deal sheets and opportunities for accuracy

  • Submit Get Ready to shop for demo/rental/sold equipment

  • Submit all salesman’s paperwork to corporate for Invoicing, Warranty, Commission

  • Coordinate all attachments for demo/rental/sold equipment

  • Coordinate with trucking manager for all equipment moves and po's

  • File and save all pertinent paperwork for sold equipment

  • Use Monday and CRM appropriately

  • Review DPO’s for your branch’s responsibilities

  • Working with RSM on deals

  • Responsible that photos are uploaded to SF

  • This requires coordination with the OP’s team to acquire the photos and their correctness

Educational and Experience Requirements

  • Preferred Post high school education (Community, University or Trade School) or professional development courses in sales, or office administration

  • Working knowledge of Excel, Word, Outlook, Docusign/Hello Sign, CRM experience are preferred

  • 6 months to 3 years administrative experience

Physical Requirements and Working Conditions

PHYSICAL AND MENTAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or touch objects, tools, or controls; and talk or hear. The employee is occasionally required to stand; walk; reach above shoulders; and stoop, kneel, or crouch. The employee must occasionally lift and/or move office supplies, files, and reports weighing up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.



Southeastern Equipment is unable to offer sponsorship now or in the future. All candidates must be legally authorized to work in the United States without the need for sponsorship.

Do you have a great work history but are hesitant to apply because your previous experience doesn’t specifically align? We encourage you to apply Southeastern Equipment values established skill sets, tenure, and culture fit over industry experience. We recognize that individuals with diverse experiences and backgrounds are essential to our success. You may be the perfect candidate for this role or others within our organization.

Please keep in mind that the posted pay range represents the range for all positions in the job grade within which this position falls. The actual hourly/salary offer will take into account a wide range of factors, including location, certifications, and skill development.

Southeastern Equipment offers a competitive salary, full benefits (Medical, Dental, Vision, Critical Illness, Life Insurance,401K, Wellness), and PTO, Company apparel and uniforms provided, boot allowance. EOE.

Southeastern Equipment is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law.