• Carry out a range of inventory control activities, either to support others or to fulfill the requirements of the role.
• Contribute to the preparation of various data and analytics reports.
• Develop knowledge and understanding of the organization’s policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards.
• Develop own capabilities by participating in assessment, development planning activities, formal/informal training and coaching; gain or maintain external professional accreditation where relevant to improve performance and fulfill personal potential.
• Identify potential customers by obtaining information, referrals, and recommendations from existing customers and other contacts and/or through participation in trade shows and conferences.
• Identify the products/services that best meet the customer’s needs, use personal expertise to propose quantities and product configurations, explain selection, and invite the customer to make a purchase at the standard price/terms and conditions of sale.
• Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
• Make calls (by telephone or in person) to allocated customers to develop new relationships. Act as a first point of contact for resolving customer queries and complaints.
• Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
• Respond to more advanced issue escalations promptly and appropriately; provide managerial approvals as required.
• Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and ensure the organization has quality data to enable effective customer retention and business development activities.
• Sell simple products and services directly to customers while following standard protocols. May also or alternatively involve providing back-office support to a sales team.
• Set clear objectives for each sales call; use standard materials to make a presentation to the customer; and ask relevant questions to evaluate the customer’s level of interest and identify and respond to areas requiring further information or explanation.
