This role is for maternity cover. The Accounts/Sales Administrator will work as part of a small team for a busy local Roller Shutter company responsible for raising invoices, taking card payments, chasing quotes, chasing payments, negotiating sales, updating of customer statements and payments and sales records.
Responsibilities
· Management of a portfolio of customer accounts and ensuring customer database is up to date with contact details.
· Pro-active following up of customer quotes and customer negotiation to generate work.
· Ensuring that all jobs done have an associated invoice created – carrying audit and quality checking to ensure none are missed or incorrect.
· Producing high quality, accurate invoices with attention to details such as dates and times matching to job sheets, calculating invoice costs, and including customer purchase orders.
· To liaise with clients via their preferred method – such as uploading job sheets, timesheet information, quotes and invoices to a web portal, responding and complying to SLAs, or via email.
· Proactive chasing of overdue payment of invoices.
· Answering accounts telephone queries and taking card payments.
· Daily updating of customer payments.
· Creation and emailing of monthly customer statements.
· Dealing proactively with customer queries, written and verbal.
· Creating Method Statements and Risk Assessments for customers when required.
· Producing management reports for the Director.
· Liaison with the Director and Service/Office manager in resolving any cost or account queries.
· Escalating account issues to RSS Director.
· Support the RSS Director, Technical Operations Manager and Service/Office Manager to carry out any other varied office duties as and when required.
Experience Required:
Essential
· GCSE’s or equivalent required
· 5 years’ experience in working in a busy office environment.
· 1 years’ experience in sales.
· Accounts experience.
· Customer Service experience.
Desirable
· Working in a busy office environment for a small company.
· Working in construction, manufacturing industry.
Reference no: 10684
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