All Jobs
All Jobs
Sales Analyst HSS Rochester

Sales Analyst

Full Time • HSS Rochester
Job Description:
Based on assigned region and/or additional assigned customers, and/or additional assigned tasks, and or assigned teams. One or many of these responsibilities may be assigned to you. Includes but not limited to the following tasks:

Customer Order Fulfillment
  • Provides order administration for all the clients products; includes but not limited to the
  • following tasks:
  • Creates SF Opportunities and sales orders (Send to Finance) based on assigned regions
  • and additional customers as necessary: which includes the gathering of all appropriate
  • paperwork which could include any of the following: new customer form, W9, tax exempt,
  • PO, signed proposal, signed web order form.
  • Calls Customers as required for clarification of paperwork needs.
  • Coordinates with Sales Account Reps with orders they need processed.
  • If assigned, process hardware orders in Oracle.
  • If assigned, coordinate with finance order requirements for shipping hardware.
  • If assigned, coordinate with finance the sales process through Tensoft add on.
  • Responds to customer hardware/software/professional service/payments order inquiries.
  • Responds to Sales Account Rep hardware/software/professional service/
  • payments order inquiries.
  • Responds to customer hardware/software/professional service/payments billing inquiries.
  • Responds to Sales Account Rep hardware/software/professional service/ payments
  • billing inquiries.
  • Coordinates with finance all data entry for Opportunities.
  • As available helps finance with the Customer Order Update forms for warranty services,
  • regards the customer inquiries.

Customer Issues:
  • If they come into the Sales Inbox or Cases, as appropriate, research, documents and
  • communicates customer problems to the Sales Account Rep and/or submits to the Client Services team or Onboarding team or Payment Support teams.
  • Uses appropriate information systems, CRM SF, to enter status.

CRM maintenance
  • Maintains customer information in CRM SF tool with coordination to finance, marketing, client services, professional services, onboarding.
  • Works with colleagues to maintain accurate, up to date field data, notes, attachments, and reports.
  • Prepares and communicates status if required during monthly Sales meetings. Vendor Forms and Registrations
  • Applies/registers and maintains Vendor Forms required, attach to SF records.
  • Coordinates with finance for maintenance of forms.

RFP Response and Support
  • Facilitates the RFP process as assigned.
  • Receives and catalogues all Requests for Proposal.
  • Works with Sales Team to evaluate Requests For Proposals (RFPs) to determine percentage of fit and recommends appropriate course of action relative to a "Bid or No Bid " response.
  • Work with Sales Team members to provide accurate estimates and proposal pricing documents.
  • Works with Operations team to choose appropriate training and product deployment/Go Live dates and resources for proposals.
  • Work with Production Management to answer appropriate product related questions in the RFP.
  • Responsible for preparation, copies and completion of the client proposal responses.
  • Seeks approval from management to secure financial retainer for districts that require it as part of the response process.
  • Responsible for timely submission of response to district.
  • Coordinates and communicates active RFP status on a routine basis to sales team and management. Coordinate Competitive Information
  • Coordinate and update database of Competitive Information.

Skills:
  • Solicit and specify information types to retrieve from sales and others in the market to assist in understanding the market settings and competitive landscape for our products.
  • Review competitor websites and literature for updated information. d) Review requested RFP submissions for competitor responses.
  • Communicate when specific new competitive product features are uncovered so we may determine how to promote against them or add them to our products.

Payment Paperwork Processing
  • Coordinate completion of paperwork required to submit for new online meal payments and /or Store setup to the Onboarding Team.
  • Coordinate completion of paperwork required to submit for new credit card acceptance at the Point of Sale systems to the Onboarding Team.
  • Coordination of any additional paperwork updating required for payments processing.
  • Coordinate completion of documentation in the online boarding portal for submissions of new online meal payment and/or Store setup to the Onboarding Team.
  • Attaches all documentation to the SF record.
Compensation: $25.00 - $28.00 per hour




(if you already have a resume on Indeed)

Or apply here.

* required fields

Location
Or
Or