Job Description

About Us:

We are

1Click Heating & Cooling

, Canada's largest, most transparent, and trusted e-commerce platform for homeowners transitioning to electrification for their homes. At

1Click Heating & Cooling

, we're committed to helping Canadians transition to cleaner energy systems with confidence, efficiency, and transparency.

Your Role:

As a

Sales Administrator

, you will be at the heart of managing and optimizing our interconnected account pipeline. From attending to client concerns to managing accounts for sales representatives, your expertise will ensure that the flow of our pipeline is optimal.

Key Responsibilities:

Account Management:

+ Follow-up with accounts that have been sold to ensure that communication between our teams and our clients is clear and consistent.
+ Review Lead, Prospect and Client records to ensure that the data entered into these records is accurate and kept up to date.
+ Review Estimates and Sales Orders to ensure that the data entered into these records is up to the standard our organization requires.
+ Systematically reach out to Clients who have accounts that require more critical information such as approval codes, availability dates and any documents required before installation.
+ Review information that is critical to funding the deal, such as financing documentation and cash deposit records.
+ Diligently manage accounts that require a sales representative's attention, including the accounts that require an Upsell, answering client questions, retention, and future projects.
+ Work with the Sales Director to develop a priority list of accounts to manage on a weekly basis and develop reports for analytical purposes on a biweekly basis.

Grant Applications:

+ Assist clients with grant applications for installations of electrification products.
+ Follow-up with clients by providing any assistance required, and ensuring that all documents that are required for grant qualification have been provided.
+ Record important data relating to grant applications in relevant Sales Orders.

Lead Management Enforcement:

+ Track and measure the ability of sales representatives to manage their own leads in a systematic manner.
+ Reassign leads based off predefined rules developed by the Sales Director, ensuring leads are addressed promptly by the sales representatives.
+ Develop reports for analytical purposes on team lead management on a biweekly basis.

Triaging Issues with Accounts:

+ Effectively manage incoming issues from sales representatives regarding accounts and prioritizing the issues.
+ Escalating issues that require director involvement to the Sales Director.

Cross-Department Collaboration:

+ Work collaboratively with other team members in operations, customer service and sales departments.
+ Communicate problems and solutions effectively and efficiently, keeping exceptional customer service top of mind.

Qualifications:

1+ years of experience in sales administration, account management or a similar role is preferred. Bachelor's degree in Business Administration, Sales, or a related field preferred.

Skills & Competencies:

Organizational Skills:

Exceptional ability to manage multiple accounts, prioritize tasks, and maintain accurate and up-to-date records.

Communication

: Strong verbal and written communication skills for effective client and internal team interaction.

Analytical Skills

: Proficiency in analyzing data and generating reports to provide actionable insights.

Customer Service

: Commitment to delivering outstanding service with a problem-solving mindset.

Why Join 1Click Heating & Cooling?

Be part of a rapidly growing company that values creativity, transparency, and growth. Help shape the future of e-commerce and integration for homeowners. * Collaborate with a team passionate about empowering Canadians to reduce their energy costs and carbon footprints.