Santa Ana, CA, USA
28 days ago
Senior Analyst I, Sales

Sales Analyst is responsible for overseeing day to day sales activities including quotes, new account paperwork, shipping details and order tracking. Strong communication with the Americas Sales team is crucial.

Work Closely with Field Sales team to enhance customer correspondence from quoting to shipment details. Communicate with order fulfillment, finance and planning teams located in Singapore to ensure seamless order processing. Coordinate after sale activities with the customer, field service support and Sales. Maintain CRM system to ensure proper forecasting and account information. Manage Sales documentation and records. Handle email and phone communication from external and internal customers.  Promote profitable Service Contracts to existing and new customers. Coordinate with field support personnel to insure all open FSE tickets are completed to bill customers. Update and maintain customer satisfaction survey per survey guidelines. Provide paid service quotes to customers for service-related activities. Scheduling of training classes and instructors for customer equipment training requests. Track and maintain classes and students in training tracker database. Manage import/export tasks closely with trade compliance to ensure customers have all paperwork in line to be able to allow us to ship to meet sales goals within timelines. Strong knowledge of MS Office suite: Excel, Word, Power Point, Outlook as well as Oracle  Will need to create and maintain spreadsheets (Excel or equivalent), PowerPoint presentations, and databases.  Excellent spelling and grammatical accuracy.  Capable of documenting and conveying customers’ technical needs.  Ability to independently compose communications on behalf of management.
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