Account Assistant - School & Healthcare Foodservice Sales
Cash-Wa Distributing
Account Assistant - School & Healthcare Foodservice Sales
Position Summary: Function as the administrative support of the School & Healthcare Foodservice Sales team working with both internal and external clients to retain and build our client base.
Job Duties
This is a list of current major job duties and expectations, but includes other duties as assigned.
+ Manage assigned school & healthcare accounts in a manner that will ensure customer satisfaction while achieving Sales and Gross Profit Plan Goals.
+ Develop a strong business relationship with customers within assigned business segments via phone and email contact. Includes contact with assigned accounts on a scheduled basis.
+ Assist with and monitor customer orders via internet ordering systems, email, fax, or call in with a goal of all customers placing orders on-line.
+ Draft letters, memos, and emails to keep customers and internal departments updated on activities.
+ Provide superior consultative sales and service by utilizing Order Management Systems, Enterprise Café (CRM), and other Customer Solution Tools to manage accounts to per-determined sales goals.
+ Focus on increasing sales through account penetration with a focus on key product categories.
+ Review and improve service levels by monitoring out-of-stocks and substitution reports, weekly sales, inventory, number of deliveries, and other reports.
+ Monitor contract pricin
+ Process customer credits in a timely manner and perform customer collections working proactively to keep accounts current.
+ Assist School and Healthcare Consultants and Bid Coordinator
+ Maintain customer contact information in Customer Relationship Management (CRM) System
+ Monitor customer purchases to identify voids and suggest products to sell the complete package.
+ Research prospect accounts.
+ Communicate product information to customers in a timely manner (including, but not limited to market updates, shortages, new items, etc.).
+ Assist with bid preparation and proposals as assigned.
+ Develop reports for customer business, both new & current.
+ Assist with new business roll-out as assigned.
+ Maintain product nutrition files (including CN/PFS documentation) by entering product information and uploading documents to the CWD Portal.
+ Attend Customer and Prospect meetings as assigned.
+ Assist Purchasing
+ Review bid information and customer menus to identify items needed in quantity.
+ Report large item pulls, potential short-inventory, or special upcoming events that impact inventory to Purchasing
+ Monitor and communicate product shortages.
+ Assist Operations
+ Communicate changes in delivery requirements
+ Monitor and communicate special routing requests (off-day/special delivery, and recovery)
+ Monitor number of deliveries.
Education & Experience:
+ High school equivalency required; some college preferred
+ Sales experience preferred
+ Experience in School, Health Care, or Food Service strongly desired
Knowledge, Skills, and Ability:
+ Friendly and efficient customer skills
+ Computer stills required, knowledge of MS Word and Excel
+ Good oral and written communication skills required
+ Strong ability to prioritize and organize is vital.
+ Must work well in groups and be able to manage heavy workloads with many interruptions.
Knowledge, Skills, and Ability:
+ Some travel may be required
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