To coordinate the sales administration function for assigned Platinum Accounts within DFA. Will oversee the complete quotation process, handle project related work for large deals, work closely with key stakeholders within DFA and within customer organization. Will be responsible for resolving, suggesting, and implementing efficient and effective processes and ways of working within the platinum account base.
ACCOUNTABILITIES & RESPONSIBILITIES (KEY PERFORMANCE AREAS & TASKS)
1. Load Sales Opportunities onto the designated CRM System
- Load relevant, required documents for sales opportunities onto CRM.
- Check for completeness on customer’s RFI’s / RFO’s namely: o Building Name
- Physical address
- Coordinates
- DFA products
- Site snapshot
2. Generate Client Quotes
- Manage Transmission (TX) Plans to meet SLA’s.
- Access TX Plans to align to relevant product
- specifications and route details to ascertain route completeness and delivery expectation
- Apply correct quoting criteria for each quote to be generated
- Send complete quote and TX Plan to clients
- Employ the use of automation to increase accuracy and turnaround times
3. Convert Quotes in Orders
- Process signed quotes
- Load order documentation onto CRM System to ensure all queries and audits queries is successfully resolved
- Manage Circuit Number generation and send to client
4. Managing Platinum Accounts
- Send regular updates to KAM’s, detailing # off opportunities processed, number of queries received, resolved and outstanding
- Report on turnaround times and improvement for the period
- Execute outcomes that have been identified from reports, by resolving administrative queries.
5. Generate recon reports for Platinum accounts
- Generate and recon the following reports: o Expiring links / renewals – process on CRM (monthly)
- Monitor and manage opportunities on Incorrect Status report (move links to billing)
- Managing TX Report (Get all information to move opportunity to next stage) (daily)
6. System Management for Platinum Customers
- Ensure all products are loaded into all relevant systems and tested prior to project or deal being activated
- Ensure all pricing are loaded into all relevant systems and tested prior to project or deal being activated
- Ensure all new required reports, bespoke processes and ways of workings is in place and tested prior to project or deal being activated
- All 3rd party costing must be in place and agreements must be finalized before project or deal
7. Documentation
- All contract rules must be always adhered to
- All bespoke documents for project or deal must be agreed, documented, and saved in the designated training material repository
- All legal requirements associated with assigned accounts must be stored against the customer profile in stipulated systems
8. Credits
- Should any credits arise from designated platinum accounts:
- It must be resolved before closure of the month that it is raised in
- Understanding and rectification of why the credit arose must be put into place to ensure it does not occur again
9. Customer Engagement
- Must accompany related KAM’s and Executives to customer meetings on a regular basis to be abreast of projects and expectations
- Must build relationships with customers to ensure DFA understands customer expectations and challenges and is able to meet them
10. Miscellaneous
- Perform any other work-related duties and responsibilities that may be assigned from time-to- time by management.
- Ensure all the above outlined duties and tasks are done in alignment with the “Customer Excellence” strategy
Competencies and Minimum Requirements:
Knowledge, skills, and qualifications
- Matric
- Diploma in Accounting or costing
- Must have minimum 5 years’ experience in costing and pricing
- Must have project management experience or understanding
- Must have strong administration skills
- At least 2 years’ experience in Sales Administrative / Coordination role, preferably in the B2B ICT / Telecommunication Sector
- Telecom Understanding preferable
