Job Overview
The Sales & Key Account Administrator provides administrative, coordination, and account support to the Sales team and Poynter’s key customers. This position helps keep sales opportunities, customer accounts, and internal processes organized and on track so Sales can focus on customers and business growth.
Key Responsibilities
Sales Support
- Maintain accurate pricing, product, customer, and sales information in CRM and ERP systems.
- Support quoting, pricing, product availability, sales orders, purchase orders, programs, discounts, and rebates.
- Maintain sales dashboards and assist with reporting, pipeline tracking, business reviews, and presentations.
- Coordinate with vendors, Sales, Service, warehouse, and delivery teams to keep orders and installations moving.
- Communicate order status, outstanding items, and next steps.
- Coordinate delivery and installation requirements and maintain required documentation.
Key Account Support
- Provide administrative and coordination support for designated key accounts and serve as an internal point of contact for routine account needs.
- Maintain accurate account information, including equipment, locations, contacts, procedures, and customer requirements.
- Monitor accounts for supply, service, equipment, reporting, and other needs.
- Review monitoring systems, provide meters as needed, and identify equipment or accounts requiring attention.
Customer & Service Coordination
- Coordinate with Sales, Service, Delivery, vendors, and other departments to address customer needs and communicate with the customer regarding these needs.
- Identify recurring issues, customer concerns, and potential problems and bring them to the appropriate team member.
- Recognize when an issue requires additional expertise or escalation and ensure it is directed to the appropriate person or department.
Process & Team Support
- Identify and correct missing, incomplete, or inaccurate information.
- Support established sales and account processes and help develop tools, checklists, and procedures that improve consistency and efficiency.
- Assist with account reviews, audits, reporting, and special projects.
- Identify recurring issues or inefficiencies and work with appropriate team members to improve processes.
- Support a positive and collaborative Sales team environment.
Core Expectations
- Be proactive, organized, accurate, and responsive.
- Take ownership of assigned responsibilities and follow through on commitments.
- Communicate clearly and professionally with customers and internal teams.
- Use good judgment, recognize issues that require escalation, and involve the appropriate resources.
- Look for opportunities to improve efficiency, accountability, and the customer experience.
Role Scope & Flexibility
Account assignments, responsibilities, and priorities may evolve and may include large multi-location, managed print, healthcare, commercial, and partner-managed accounts.
This description is not all-inclusive. Additional related responsibilities, projects, or priorities may be assigned as needed to support Poynter’s customers and team.
Why Join Poynter’s?
This is a newly created position with room to grow as the needs of our Sales team and key customers develop. You’ll play an important role in keeping customer accounts organized, supporting our Sales team, and making sure issues and opportunities don’t fall through the cracks.
Poynter’s Business Solutions (a 69-year-old company) is locally owned and is a leading provider of business technology, managed print, and managed IT solutions. We value being Honest, Trustworthy, Knowledgeable, Passionate, and Efficient in how we serve our customers and work together as a team.
The right individual with the right skill set and exemplifies our core values will be considered for promotion to Sales Coordinator.
Please submit your résumé to: [email protected]
Job Type: Full-time
Pay: $15.00 - $17.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Employee discount
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Retirement plan
Work Location: In person
