Position Overview:

Provide organised and accurate sales support for the BDM, maintain all CRM and sales reporting data, assist with quoting, assist with customer communication, admin tasks, and coordinate after-sales and warranty documentation.

Key Responsibilities:

Sales Support:

• Assist the BDM with daily sales tasks and preparation for meetings
• Manage the BDM calendar, appointments, and site visit coordination
• Prepare daily and weekly follow-up lists
• Ensure drawings, notes, and documents are ready before meetings
• Support communication between sales, operations, and production

CRM Management:

• Maintain an accurate and organised Pipedrive system
• Record all customer notes, updates, and communications
• Generate weekly and monthly sales reports

Customer Communication:

• Respond to customer emails promptly, liaising with the BDM
• Follow up on missing information or clarifications
• Assist with ongoing customer support and general enquiries

Take-Offs and Quote Preparation:

• Receive drawings and take-off sheets
• Calculate square metre quantities for quoting
• Prepare job summaries and confirm details with the BDM
• Ensure the accuracy of all measurements and information

Warranty and After-Sales Documentation:

• Complete warranty submissions through supplier portals
• Track approvals and maintain warranty records
• Prepare certificates, batch sheets, and related documents
• Provide customers with completed warranty information

Set up:

WFH, Day Shift, Monday to Friday