Sales Support Specialist

Company: BookPal
Location: Tustin
Posted on: May 11, 2022

Job Description:

Job Description About BookPal Our passion is connecting the right ideas to people and organizations to inspire them to become their best. Through our excellence in service and value, we make it possible for books to arrive whenever and wherever for groups and individuals to connect, learn, and grow. We believe in the power of books to ignite continuous learning and growth. We strive to balance working hard while having fun and believe in the importance of work-life balance. Our office environment is upbeat and vibrant, with close-knit teams who collaborate and bring new ideas to benefit and support the company as a whole. If you love books, making an impact, and are looking to be a part of a solid team that values connection, learning, and growth, please send us your resume. Summary As a Sales Support Specialist, your primary focus will be to support the sales team and customers. In this role, you will assist and support the sales team with quoting, running weekly sales reports, assisting with order processing, data clean up, and aid with post-sales management. You will also be on the front lines, responding to incoming requests via phone, online chats, and support tickets to ensure all clients have a positive experience with BookPal. What You Will Be Doing as a Sales Support Specialist Assist Account Managers with incoming leads to ensure timely and accurate lead opportunities are assigned to the correct AM. Aid in quote request leads and quote modifications from start to finish. Assisting with online chat. Creating templates for large quote requests, confirming stock with publishers, and updating list prices on products in SalesForce and BigCommerce. Monitoring and updating orders in Salesforce to be classified under the correct segment. Drive CRM Data Clean-Up. Assigning accounts to existing contacts and correct segments. Creating new accounts and merging duplicate contacts and accounts. Maintains up-to-date, accurate account records to support sales activities with existing and new accounts. Run Salesforce reports for weekly sales meetings and other misc. reports for targeted marketing campaigns. Assist with setting up Marketing Campaigns in Yesware and Klaviyo. Activating creating new products and modifying existing products to our website via Salesforce and BigCommerce. Setting up accounts as tax-exempt. Placing orders in BigCommerce and sending formal invoices to clients. Assisting with post-sale tasks: Backordered titles, OOP, and list price updates. Support tracking inquiries and sending shipping updates to customers. Assign follow-up tasks to AM---s in Salesforce to support accurate sales funnel follow-up. Collaborate on projects with other departments such as operations, accounting, and marketing. What You Will Bring to BookPal Team player and self-motivated. Be able to adapt and adjust to new or changing processes. Develop a growth mindset. Excellent communication, organizational and analytical skills. Experience working with B2B customers and understanding the lead flow process. Knowledge of a CRM such as Salesforce. Not required but recommended. Supports the company---s core values and core focus. Offers new ideas to improve and streamline processes. What We Are Looking For 1 to 2 years of customer service experience successfully working with a team. Associate---s Degree, Bachelor---s Degree preferred. Communicates effectively and suggest ideas to enhance the workflow process. Ability to work in a fast-paced environment and manage multiple workflows simultaneously. Comfortable with web-based applications such as Salesforce, Big Commerce, Gorgias, Yesware, Klaviyo & Microsoft Teams. What We Offer Health insurance Dental insurance Vision Insurance 401k with Match Paid Time Off Paid Sick Leave Work-Life Balance Monthly catered lunches Free books Schedule 8 am - 5 pm, Monday-Friday Hybrid Remote Company Description Our passion is connecting the right ideas to people and organizations to inspire them to become their best. Through our excellence in service and value, we make it possible for books to arrive whenever and wherever for groups and individuals to connect, learn, and grow. We believe in the power of books to ignite continuous learning and growth. We strive to balance working hard while having fun and believe in the importance of work-life balance. Our office environment is upbeat and vibrant, with close-knit teams who collaborate and bring new ideas to benefit and support the company as a whole. If you love books, making an impact, and are looking to be a part of a solid team that values connection, learning, and growth, please send us your resume.

Keywords: BookPal, Tustin , Sales Support Specialist, Sales , Tustin, California