The Sales Process Specialist engages with customers and supports sales professionals by handling inquiries, generating quotes, processing orders through ERP systems, and assisting with administrative tasks. This role requires coordination of pre-and post-sale actions, mentoring junior colleagues, and collaboration with internal teams to enhance customer experiences and fulfill certification requirements.
JOB DESCRIPTION
- This is a Hybrid position requiring 3 days/week in the Toronto office.
- Works under minimal supervision take a broad perspective to resolve customer inquiries and support UL's sales professionals, including but not limited to inquiry follow-up, quote generation, case development, and order processing, as required.
- Engages with customers via telephone or electronic inquiries to address inquiries and admin-related activities.
- Coordinates pre- and post-sale actions to ensure customers are meeting TIC certification requirements and product or service adoption timelines.
- Works independently mostly and may need limited supervision only on complex new assignments - to develop and share quotes using standardized pricing tools.
- Client follow-up and aid in turning quotes into orders. Process quotes into Orders using ERP.
- Support account managers & SE/ISEs by performing included but not limited to admin-related tasks.
- Acts as an informal resource and mentor for colleagues with less experience
- Connects customer to appropriate UL personnel (Account Manager, SEs/ISEs, delivery teams and engineers, etc.) when appropriate.
- Track account history and supply data from internal sources as requested by account owners and representatives to facilitate deeper knowledge of account and account opportunities.
- Collaborates with internal resources to resolve customer inquiries and ensure that the customer receives the proper message to ensure complete understanding and results requested.
- Completes a variety of atypical assignments of high complexity.
- Based on the relationship and deep understanding of the customer and needs, provides input to account manager or SE/ISE to inform sales strategy where applicable
- Build an internal UL problem-solving network and proactively engage internal personnel to anticipate problems, improve delivery, and develop solutions that improve ULS' customer experience.
- Meet established timelines for pre-and post-sales activities.
QUALIFICATIONS
- High school diploma
- 1+ years of related experience
- Business acumen and a sufficient understanding of business sales processes
- Experience managing internal systems and data sources
- Strong communication and administrative skills
- French proficiency preferred.
- Proficient in MS Office (Word, PowerPoint, Excel, Outlook), and CRM software
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