Self-driven and able to manage own schedule between seeing external customers and desk work
Usage of CRM system
Ability to use the key systems in place for generating sales orders, quotations and invoicing.
Some technical knowledge around batteries / energy storage preferred.
Regular physical client visits
Services existing accounts, obtains orders, and establishes new accounts by planning and organizing daily work schedule to call on existing or potential customers.
Analyse trends by markets, and by applications and brand preferences
Focuses sales efforts by studying existing and potential volume of dealers.
Submit stock requisition forms to allow for customer needs to be met
Project stock needs to communicate to purchasing department through liaising constantly with customers their product cycles, and future changes
Execute and follow up on quotations determining where possible reason and volume of rejected quotations
Sales orders to be initiated on and maintained accordingly on the system ensuring all details are accurate at all times as communication with customer is maintained.
Keeps management informed by submitting activity and results reports, such as daily call reports, weekly work plans, and monthly and annual reports in a format agreed on with manager
Approach management with insight as to the direction customers are taking and market trends on a add needs be basis, in writing
Follow up on delivery and ensure orders are delivered as communicated if not that necessary communication is shared with the customer, particularly for large customers or out of town customers
Follow up on overdue accounts
Facilitate new customer credit account opening and liaise closely with finance
Awareness of import schedule and inventory inflows through liaisons with purchasing and finance need to take initiative and be able to understand reports sent from the respective departments
Ability to check inventory status and ease of manoeuvring the system whilst on the phone with customers to answer their queries
Take initiative in selling stock
Follow up on customer complaints,
Follow up where prototype / samples have been sent through to customers
Ensure that sales targets set by management are attained
Ensure adequate knowledge of companies product / solutions offerings to advise and customers on appropriate products and solutions
Annual reviews of client base and projections of clients based on client knowledge, including a review of new customers attained each financial year.