Sales Coordinator- Service - Westerville, United States - TK Elevator

Description

The first 3 letters in workplace safety are Y-O

• UTK Elevator is currently seeking an experienced Sales Coordinator
• Service in Columbus, OH.

Responsible for performing all administrative duties associated with processing service contracts, customer changes and supporting the service sales department as needed.


ESSENTIAL JOB FUNCTIONS:
Reviews service contract booking packages. Includes completing customer number request forms, reviewing and completing Installed Base forms and verifying the service contract transmittal forms. Creates branch service file and mechanic file.
Ensures that customer change forms are accurate and forwards to regional contract administrators. Completes service contract change requests and attaches all relevant information to existing contract.
Verifies all information on new EDS sheets and updates contact information in service contracts. Searches databases, customers, Installed Base and service contracts for existing information.
Runs mass escalation report. Includes exporting and formatting report into Excel and forwarding to branch manager for review. Special Price list escalationsReceives and reviews final acceptances from construction and modernization departments. Processes owner and unit changes as necessary.
Prints special deck invoices and mails to customers. Prints service contract invoices upon request from customers or branch.
Participates in monthly A/R conference calls with Regional Collectors. Actively pursues and follows-up on A/R items.
Prepares and submits credit memos. Actively cleanses unapplied credits and submits washout requests as necessary.
Assists with processing certificates of insurance for service jobs.
Maintains PCard for use by branch.
Supports sales efforts as needed.
Performs other duties as assigned.
Maintains Board Inventory and conducts annual inventoryMaintains safety SIR and uploads documents to SafeTKEAP- hand code invoices without PO-daily report

• Expected receipts reportOffice Supplies/FormsUPS shipping and statementsSpreadsheet for cancellations to Branch ManagerPerforms other duties as assigned.

EDUCATION & EXPERIENCE:
High school diploma or GED One year certificate from college or technical school preferredThree to six months related experience and/or training in basic business administrationSome elevator repair administrative work preferredOracle database knowledge