Job functions
• Creating and organizing of new deal files for cash and rental applications – must be completed in full and accurately on behalf of sales rep (if you are unsure/uncertain about anything it is your responsibility to ensure that you acquire the necessary information)
• Drafting of all agreements, legal contracts and quotes
• Paperwork –ensure that all necessary supporting documents are received timeously and that all discounting criteria are adhered to
• Commissions sheets must be completed on behalf of sales rep
• Ordering of stock once a deal has been confirmed/approved – following criteria must be met when ordering stock:
o Must have master rental agreement
o All approval criteria must be met
o Deal Packs (CCTV & PABX) for installation must be completed and submitted
• Liaising with procurement and stores regarding delivery and delays
• Liaising with service department for equipment installation
• Liaising with store departments for upgrade of equipment and collections
• Arranging customer relations liaison visits to clients once installation is complete
• Capturing data on file director and scanning of documents for finance to approve
• Updating debtors list daily on Microsoft excel – debtors list must be completed accurately with all information blocks – it is your responsibility to ensure that proper and relevant information is received from sales rep
• At month end debtors list must be printed with the relevant invoice deals – these debtors list must be signed by the relevant sales manager and sales reps before submission
• Contract checklist must be completed for every contract
• Capturing data/equipment on CRM tool (Custrack management system)
• Assisting admin and sales teams when required
• Performing any other duties as assigned from time to time