Sales Assistant Santa Clara in Santa Clara, CA at Transformco

Date Posted: 4/1/2021

Job Snapshot

  • Employee Type:
  • Location:
    52 North Winchester Boulevard
    Santa Clara, CA
  • Date Posted:
  • Job ID:

Job Description

Req/Job ID: 1002902BR
Employing Entity: Transform SR LLC
Employment Category: Regular, Full-time
Job Function: Sales Support
Store ID: 05647: Standards Of Excellence

Scope of Responsibility:
  • Provides support to sales team in assigned showroom.
  • No individual financial metrics, however, they contribute to the overall profitability of the Appliance Builder Distributor business.
Job Summary:
  • The Sales Assistant provides support services to Inside Sales and Outside Sales associates to assure proper flow of paperwork, and that the order process and delivery process occurs as expected.
  • Delivers customer service assistance as needed to assure customer satisfaction and provides customary administrative support for all office procedures and assists with various tasks, routine and special events, by performing the following duties.

Job Requirements

Job Duties/Responsibilities:
  • Prepares quotes, sales orders, and credit orders from assigned salesperson in to system and inspects orders for model and pricing accuracy
  • Creates specification books for builders as requested by sales personnel by researching product specifications, product manuals, and internet information
  • Solves customer service issues by research and communication with purchasing, warehouse, sales person, Store Director, and customers
  • Investigates issues and responds to phone calls regarding sales orders from customers, job superintendents, builders, and sales personnel prior to delivery. Schedules deliveries, checks availability of product, and communicates with sales person as necessary
  • Updates open order report of assigned sales personnel daily via outbound contact with customers and manages open order report to ensure accuracy of need dates. Accurately enters and modifies orders
  • Completes all required calls as per the call cadence. Places calls to confirm delivery dates and order validity 48-72 hours prior to scheduled delivery of product.
  • Initiates "pre-inspection" process and scheduling for orders requiring custom installations.
  • Greets scheduled visitors and directs clients to appropriate area or person.
  • Answers and screens telephone calls, arranges conference calls and composes/types routine correspondence. Reads and routes incoming mail; locates and attaches appropriate files, orders, etc. to correspondence.
  • Organizes and maintains file system, and files correspondence and other records as required
  • Coordinates and arranges meetings, prepares agendas, reserves and prepares facilities, and records and transcribes minutes of meetings.
  • Ensures timely communication with client and salesperson.
  • Maintains Showroom schedules.
  • Performs returns and refund processing to ensure customer satisfaction.
  • Performs other duties as assigned.

Job Requirements:
  • Six months to one year related experience.
  • Strong knowledge of product application, building processes, and installation requirements
  • Intermediate computer skills; MS Word, Excel and Outlook.
  • Pro-active, problem solving thinker, able to work independently.
  • Excellent communication skills.


Education Experience: HS Graduate or Equivalent
Years of Related Experience: 1-2 Years
License/Certificate Required: No
Driver's License Required: Yes
Years of Related Experience: None
Age Requirement: 18+


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