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Sales and Customer service Administrator

Sales and Customer service Admin -


Role details:


Increase enquiries entered, and help the team pre-qualify potential customers to create ‘the list'.

Be the first point of contact on the phone and manage the sales email inbox.

Continually look for ways to develop yourself and the team by being active in weekly meetings, supporting the sales team by conscientiously managing busy and changing work load to help minimise risk entering the business to deliver sustained, profitable growth for the benefit of the whole team.


Accurate and timely processing of customer enquiries



◼ Quotation administration, entering on to Progress (ERP), producing copies of drawings, preparing enquiry for full assessment.
◼ Recording customer and enquiry details for handshake to the Estimator & Account Manager.
◼ Recording marketing information.



Telephone and email ‘Gatekeeper'


◼ Manage incoming calls and direct them accordingly.


◼ Manage the sales inbox, answering customer questions and following the quote procedure.


◼ Develop an understanding of the ideal customer persona to better identify good business opportunities.




Accurately and timely processing customer orders



◼ Processing customer purchase orders, contract reviews, archiving and customer communication.
◼ Preparing Sales orders and sales / production “handshake”.
◼ Coordinating communications between customers, preparation, production and updating systems and hard copy paperwork.
◼ Good housekeeping of customer data.

Account based marketing to create a ‘list' of potential A and B class customers



◼ Understanding our customer persona to focus time and effort in the right areas.
◼ Desk market research to create the ‘list'
◼ Develop social media connections and cold call to qualify the commercial potential in the list.
◼ Update the IMS (marketing automation) and Progress with contact details, preferences and qualifying notes.
◼ Pro-actively maintain “warm touches” with attractive clients.



Continuously improve how the department operates to aid growth and strengthen margin



◼ Embrace measures to know what a good day feels like.
◼ Collate departmental measures and statistics to develop understanding.
◼ Prepare, raise issues, debate and contribute in daily, weekly department L10 and quarterly State of the Company meetings.
◼ Complete weekly “To Do's” and quarterly “Rocks”.
◼ Work on self-development.
◼ Create a network of great people you'd like to join the team.



If this sounds of interest please call Dan on - 0734 406996


  • Rate: £22000 - £25000 per annum
  • Location: Portsmouth, England
  • Type: Permanent
  • Industry: Secreterial
  • Recruiter: Holt Recruitment
  • Contact: Holt Recruitment
  • Tel: 0845 8338 007
  • Fax: 0845 8338 006
  • Email: to view click here
  • Posted: 2022-10-03 23:35:02 -

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