Reporting to the Project Manager, the Accounts Information Representative is the central liaison between sales and the Company's internal supply chain. This support role is primarily responsible for receiving and processing incoming orders for materials, supporting various Riverside Representatives with quotations and sales order conversions, as well as provide inside sales support to the retail order desk as required. The Accounts Information Representative is accountable for the successful completion of a customer order cycle working closely with various Riverside Representatives and conferring with other departments to ensure timelines and customer order specifications are met.
Essential Functions:
Responsible for the successful completion of customer order cycles.
Process customer orders and facilitate customer order cycle.
Receive, review, and verify for correctness all customer specifications including floor plans, elevations, and notes from Riverside representatives prior to initiating account order facilitation and in accordance with Company standard operating procedures.
Assess and interpret order specifications and scope of work prior to preparing estimates and quotes, conferring with Riverside representatives and other departments as necessary.
Take-off and estimate the quantity of trim, doors, door hardware, shelving and other materials required for projects/orders, ensuring all project scope considerations have been addressed.
Recommend product materials that will meet the clients needs.
Participate in project meetings as necessary.
Review and verify customer requirements on the Purchase Order against on-site measurements for accuracy, reporting all discrepancies (extras or omissions) to appropriate parties in keeping with Company standard operating procedures, and collecting appropriate Purchase Orders from customers.
Confer with other departments to identify and resolve issues when they arise with a project/order.
Liaise with Riverside representatives to ensure required payment terms for each project are satisfied in keeping with Company policies prior to requesting procurement or production of products.
Communicate all order specifications to the internal supply chain team (warehouse, purchasing, manufacturing, scheduling) within adequate time frames for completion.
Communicate order updates to customers on behalf of Riverside representatives when requested.
Schedule order deliveries in Trello.
Provide finance department "invoice-ready" orders in keeping with Company's standard operating procedures.
Act as back-up to the retail order desk to provide inside sales support to walk-in and call-in customers.
Demonstrates courtesy and professionalism with all team members, clients, and homeowners.
Compliance with Riverside policies, Health and Safety Program, and Occupational Health & Safety Act.
Performs ad-hoc projects as directed by Sales Operations Manager.
Other duties as assigned.
Work Environment: Office.
Tools: Computer, Scanner, Photocopiers, Calculator, Phone, Seradex, Trello, Microsoft Suite.
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