Customer & Sales Support Specialist
Irvine, CA, United States3w ago
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Key details
- Location
- Irvine, CA, United States
- Work style
- Onsite
- Level
- Entry level
- Job type
- Full-time
- Experience
- 1–2 yrs
- Function
- Sales & Solutions
- Focus area
- other
- Posted
- 3w ago
Skills
accounting principlesautodesk construction cloudbimbookkeepingbusiness developmentcross-sellingcustomer serviceerpexcelfood serviceinvoicingmicrosoft officemicrosoft wordoutlookproject coordination
About the role
Why you’ll love it here!
+ Benefits include Medical, Dental, Vision, Tuition Reimbursement, Pet, and Legal Insurance
+ 401k+ Community Service Day
+ Spotlight Awards
+ National Sales Excellence Awards
+ CFSP Prep Certification Program
POSITION SUMMARY:
The Customer & Sales Support Specialist reports to the Divisional Vice President, Business Development
Located in Irvine, CA
Full-Time
In Office/Hybrid/
Join our dynamic Sales Support Department as a Customer & Sales Support Specialist. This role provides direct support to the Business Development team by managing sales-related administrative activities, maintaining accurate quotes, coordinating customer requests, and facilitating the flow of information between customers, sales representatives, and internal project teams.
The ideal candidate has experience with AutoQuotes (AQ), strong attention to detail, excellent organizational skills, and the ability to manage multiple priorities in a fast-paced sales environment. Responsibilities include updating existing quotes, coordinating routine customer revisions, gathering supporting documentation, organizing project files in BIM and Autodesk Construction Cloud (ACC), and coordinating internal project kickoffs as needed.
By providing timely, accurate, and proactive sales support, this position helps keep opportunities moving, strengthens customer relationships, and enables Customer Sales Executives (CSEs) to focus on prospecting, selling, and driving profitable revenue growth.
Essential Functions & Responsibilities
Sales & Quote Support
Provide day-to-day administrative and operational support to CSEs, and the broader sales team.
Update and maintain existing quotes in AutoQuotes (AQ), ensuring product selections, pricing, quantities, and other details are accurate.
Process routine quote revisions and communicate directly with customers to clarify requests, confirm changes, and provide timely updates.
Prepare quotes, proposals, orders, and supporting sales documentation with a high degree of accuracy.
Coordinate quote requests, pricing information, and product details with manufacturers, vendors, customers, and internal departments.
Monitor outstanding customer requests and follow up to help keep sales opportunities progressing.
Maintain accurate customer account files, sales records, and related documentation.
Support the sales team with research, account management, proposal preparation, and other activities that contribute to customer satisfaction and profitable revenue growth.
Customer Communication & Relationship Support
Serve as a responsive point of contact for routine customer requests related to quotes, revisions, product information, and sales documentation.
Communicate professionally and accurately with customers to obtain missing information, clarify requirements, and resolve routine issues.
Coordinate with CSEs on customer needs, priorities, and requests requiring sales or technical input.
Research and coordinate the resolution of quote discrepancies, pricing questions, billing issues, and other sales-related concerns.
Identify opportunities to improve the customer experience and support appropriate up-selling, cross-selling, and product bundling in collaboration with the sales team.
Sales Documentation & Project Coordination
Gather and organize project files and supporting documentation needed to advance sales opportunities and facilitate the transition from sales to project execution.
Organize and maintain BIM and Autodesk Construction Cloud (ACC) folders to ensure project information is complete, accessible, and appropriately maintained.
Coordinate internal project kickoff meetings and help ensure the appropriate teams receive the information necessary to proceed.
Track outstanding documentation and follow up with customers, sales representatives, and internal teams to minimize delays.
Facilitate the flow of information between sales and project teams while keeping CSEs focused on prospecting, selling, and customer development.
Financial Accuracy & Reporting
Apply basic accounting knowledge to support pricing reviews, customer invoicing, credits, returns, and price adjustments, as assigned.
Maintain accurate sales, quote, customer, and project information in applicable systems and databases.
Assist with sales reporting, forecasting, and other administrative activities that support business performance.
Review information for accuracy, identify discrepancies, and coordinate corrections with the appropriate team members.
Competencies & Required Skills
AutoQuotes (AQ): Experience navigating AQ and accurately updating existing quotes and processing routine revisions.
Sales Support: Ability to support a sales team in a fast-paced environment by managing requests, maintaining accurate information, and following through on commitments.
Customer Communication: Strong written and verbal communication skills, including experience communicating with customers regarding routine quote revisions and requests.
Organization & Attention to Detail: Ability to manage multiple priorities while maintaining accurate quotes, records, and supporting documentation.
Project Documentation: Ability to gather and organize project files and supporting documents; familiarity with BIM and Autodesk Construction Cloud (ACC) preferred.
Coordination & Follow-Through: Ability to coordinate internal handoffs, support project kickoffs, track outstanding items, and keep sales-related activities moving.
Problem-Solving: Ability to investigate discrepancies, resolve routine issues, and recognize when escalation is appropriate.
Basic Accounting: Understanding of basic accounting principles and the ability to work accurately with pricing, invoices, credits, and adjustments.
Technology Proficiency: Proficiency in Microsoft Office applications, particularly Excel, Outlook, and Word.
Collaboration & Adaptability: Ability to work independently, collaborate across departments, and adjust to changing sales priorities.
QUALIFICATIONS & EXPERIENCE:
High School Diploma or GED and, or equivalent military or practical experience.
1 – 2 years of customer service experience.
Ideal candidate may have experience in bookkeeping and with Auto Quotes ERP.
Experience in hospitality or food service with knowledge of supplies.
Prior work experience in sales, call center, or telephone support.
Experience in a distribution environment is a plus.
Ability to successfully pass a background check post offer acceptance.
+ Benefits include Medical, Dental, Vision, Tuition Reimbursement, Pet, and Legal Insurance
+ 401k+ Community Service Day
+ Spotlight Awards
+ National Sales Excellence Awards
+ CFSP Prep Certification Program
POSITION SUMMARY:
The Customer & Sales Support Specialist reports to the Divisional Vice President, Business Development
Located in Irvine, CA
Full-Time
In Office/Hybrid/
Join our dynamic Sales Support Department as a Customer & Sales Support Specialist. This role provides direct support to the Business Development team by managing sales-related administrative activities, maintaining accurate quotes, coordinating customer requests, and facilitating the flow of information between customers, sales representatives, and internal project teams.
The ideal candidate has experience with AutoQuotes (AQ), strong attention to detail, excellent organizational skills, and the ability to manage multiple priorities in a fast-paced sales environment. Responsibilities include updating existing quotes, coordinating routine customer revisions, gathering supporting documentation, organizing project files in BIM and Autodesk Construction Cloud (ACC), and coordinating internal project kickoffs as needed.
By providing timely, accurate, and proactive sales support, this position helps keep opportunities moving, strengthens customer relationships, and enables Customer Sales Executives (CSEs) to focus on prospecting, selling, and driving profitable revenue growth.
Essential Functions & Responsibilities
Sales & Quote Support
Provide day-to-day administrative and operational support to CSEs, and the broader sales team.
Update and maintain existing quotes in AutoQuotes (AQ), ensuring product selections, pricing, quantities, and other details are accurate.
Process routine quote revisions and communicate directly with customers to clarify requests, confirm changes, and provide timely updates.
Prepare quotes, proposals, orders, and supporting sales documentation with a high degree of accuracy.
Coordinate quote requests, pricing information, and product details with manufacturers, vendors, customers, and internal departments.
Monitor outstanding customer requests and follow up to help keep sales opportunities progressing.
Maintain accurate customer account files, sales records, and related documentation.
Support the sales team with research, account management, proposal preparation, and other activities that contribute to customer satisfaction and profitable revenue growth.
Customer Communication & Relationship Support
Serve as a responsive point of contact for routine customer requests related to quotes, revisions, product information, and sales documentation.
Communicate professionally and accurately with customers to obtain missing information, clarify requirements, and resolve routine issues.
Coordinate with CSEs on customer needs, priorities, and requests requiring sales or technical input.
Research and coordinate the resolution of quote discrepancies, pricing questions, billing issues, and other sales-related concerns.
Identify opportunities to improve the customer experience and support appropriate up-selling, cross-selling, and product bundling in collaboration with the sales team.
Sales Documentation & Project Coordination
Gather and organize project files and supporting documentation needed to advance sales opportunities and facilitate the transition from sales to project execution.
Organize and maintain BIM and Autodesk Construction Cloud (ACC) folders to ensure project information is complete, accessible, and appropriately maintained.
Coordinate internal project kickoff meetings and help ensure the appropriate teams receive the information necessary to proceed.
Track outstanding documentation and follow up with customers, sales representatives, and internal teams to minimize delays.
Facilitate the flow of information between sales and project teams while keeping CSEs focused on prospecting, selling, and customer development.
Financial Accuracy & Reporting
Apply basic accounting knowledge to support pricing reviews, customer invoicing, credits, returns, and price adjustments, as assigned.
Maintain accurate sales, quote, customer, and project information in applicable systems and databases.
Assist with sales reporting, forecasting, and other administrative activities that support business performance.
Review information for accuracy, identify discrepancies, and coordinate corrections with the appropriate team members.
Competencies & Required Skills
AutoQuotes (AQ): Experience navigating AQ and accurately updating existing quotes and processing routine revisions.
Sales Support: Ability to support a sales team in a fast-paced environment by managing requests, maintaining accurate information, and following through on commitments.
Customer Communication: Strong written and verbal communication skills, including experience communicating with customers regarding routine quote revisions and requests.
Organization & Attention to Detail: Ability to manage multiple priorities while maintaining accurate quotes, records, and supporting documentation.
Project Documentation: Ability to gather and organize project files and supporting documents; familiarity with BIM and Autodesk Construction Cloud (ACC) preferred.
Coordination & Follow-Through: Ability to coordinate internal handoffs, support project kickoffs, track outstanding items, and keep sales-related activities moving.
Problem-Solving: Ability to investigate discrepancies, resolve routine issues, and recognize when escalation is appropriate.
Basic Accounting: Understanding of basic accounting principles and the ability to work accurately with pricing, invoices, credits, and adjustments.
Technology Proficiency: Proficiency in Microsoft Office applications, particularly Excel, Outlook, and Word.
Collaboration & Adaptability: Ability to work independently, collaborate across departments, and adjust to changing sales priorities.
QUALIFICATIONS & EXPERIENCE:
High School Diploma or GED and, or equivalent military or practical experience.
1 – 2 years of customer service experience.
Ideal candidate may have experience in bookkeeping and with Auto Quotes ERP.
Experience in hospitality or food service with knowledge of supplies.
Prior work experience in sales, call center, or telephone support.
Experience in a distribution environment is a plus.
Ability to successfully pass a background check post offer acceptance.