JOB DESCRIPTION



GENERAL PURPOSE OF THE JOB:


The role of the Territory/Rep Administrator is to support the Sales Rep with administrative duties, to keep the rep in the field as much as possible.



ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Entering and tracking all project orders
• Salesforce
• OLI Order Entry
• Communicate with CMs
• Strategic Alignment Tracking
• Assisting with Concur reports, entering on rep's behalf.
• Working in OLI for customer reports, RoofTec quotes, Grainger proposals, etc.
• Requesting Tremcare Quotes
• Submitting GC Requests Forms for team
• Pulling OLI reports for customers/reps
• Creating Material Lists in Salesforce for Reps/Contractors
• Requesting pricing for warranty renewals/extensions, Tremcare, P&Rs
• Using Power Apps for P&R Requests
• Training reps on Power Apps
• Submitting documents for contracts, insurance requests, etc.
• Ordering supplies, samples
• Tracking of all project progress/product estimates in Salesforce
• Working with reps to enter all YE/Quarterly Estimates
• Tracking all drops/new contacts/meetings/roof inspections for SRTs
• Building OMNIA Project Manuals
• Completing any other paperwork as needed
• Develop relationships with contractors and customers
• Attend project/customer meetings as needed (Pre-cons, progress meetings, etc.)
• Weekly WTI meetings for each rep (Running, taking notes, coordinating)
• Coordinating access and background checks as needed for secure sites, for both Tremco and WTI employees
• Managing communication between WTI techs and customers for Tremcare schedules and project schedules.
• Warranty Renewal/Extension Tracking/Submitting all paperwork
• Regional resource for whenever someone (Customer, WTI, Tremco, Contractor) has a question.