Role Purpose:
As a Sales Operations Officer, your primary responsibility is to provide support services to the sales team and ensure the smooth functioning of sales operations. You play a vital role in supporting the sales team, ensuring compliance and providing excellent customer service throughout the sales process.
Key Responsibilities:
• Provide efficient support services to the sales team by offering effective product solutions to customers. This involves understanding customer requirements, identifying suitable products, and providing relevant information and recommendations to assist in the sales process.
• Collate and prepare the necessary information required for proposal development in a timely manner.
• Ensure accurate information in NAV/Odoo systems, including project details, item codes, and prices.
• Ensure compliance with Taqeef's technical standards throughout the sales process. This involves
familiarizing with the technical requirements and specifications of the products and ensuring adherence to standards in all customer interactions.
• Prepare equipment selections, costing sheets, and quotations based on the project specifications or client requirements for RAC products.
• Prepare professional compliance letters for RAC products.
• Issue warranty, proforma invoices, and power factor letters to customers.
• Liaise with multiple functions (Engineering, Projects, Finance, Service Centre, Warehouses) to ensure timely completion of customer inquiries.
• Prepare HVAC submittal/technical documents and compliance statements for customer approval.
• Complete sales orders, ensuring all necessary approvals are obtained. Coordinate order delivery with the warehouse to ensure timely and accurate fulfilment of customer requirements.
• Prepare installation job requests and follow up with Service Centre on project completion.
• Prepare the required forms and technical documents for the system's new items (models).
• Coordinate CAC product orders with after-sales, product, and logistics teams.
Core Competencies:
Customer Focus:
Drive for Results:
Teamwork:
Foster Innovation:
Qualifications, Experience, Knowledge & Skills:
