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Client Engagement Specialist
2 months ago
The Sales Development Specialist plays a crucial role in providing essential administrative assistance to the sales team. This position involves the efficient collection, analysis, and preparation of documentation necessary to support client deliverables within specified timelines. The specialist will engage with sales personnel, internal teams, and clients, addressing inquiries, resolving issues, and acquiring additional documentation to facilitate the sales process.
Key Responsibilities:
- Support the preparation of bids, including collaboration on pricing strategies, discounting, and agreements, while coordinating with the marketing team for supplemental materials.
- Assist in the development of client proposals using the CORE system.
- Oversee loose package proposals and manage ongoing business operations.
- Collaborate with manufacturers to resolve technical inquiries, confirm discounts, validate lead times, and identify potential additional charges, including freight estimates when necessary.
- Work to secure special pricing from manufacturers, ensuring all documentation is in place to support discounts beyond standard rates.
- Coordinate samples, demonstrations, and presentations as required for client engagement.
- Perform other related duties as assigned.
Required Competencies:
- Strong accountability and reliability.
- Ability to adapt, maintain a positive attitude, and demonstrate professionalism and flexibility.
- Proficient in building and nurturing relationships.
- Exceptional customer service capabilities.
- Ability to work autonomously.
- Meticulous attention to detail.
- Excellent verbal and written communication skills.
- Proficient in processing data and generating reports using computer software.
- Familiarity with office software applications (Word, Excel, Outlook, etc.).
- Preferred proficiency in CAP and/or 20/20 software.
- Strong problem-solving abilities.
- Excellent time management skills; capable of handling multiple projects with deadlines in a dynamic environment.
- Outstanding organizational skills.
- Knowledge of government and commercial sales processes is preferred.
Education & Experience:
A Bachelor's Degree with 3-5 years of experience in sales support, ideally within the interior design, construction, or furniture sectors, particularly in customer service, solution development, and opportunity coordination, or an equivalent combination of education and experience.
Physical Requirements:
Employees in this role are regularly required to stand, walk, sit, use hands and fingers for handling tasks, reach with hands and arms, and communicate verbally. The position may require lifting and/or moving up to 25 pounds. Specific vision abilities necessary for this role include close vision, color vision, and the ability to adjust focus.
Work Environment:
This position is typically situated in a general office setting. While the work is primarily sedentary, it may require standing and walking for a small percentage of the time. The working conditions are generally favorable, with adequate lighting and temperature, and no hazardous or unpleasant conditions related to noise or dust. Standard office equipment is readily available for use.