Sales Assistant/SalesForce™  CRM Administrator

February 2017

Job owner: open

Reports to: Tibor Dienes, Global Director Sales & Distribution

Responsibility:

• SalesForce™ CRM Administrator
  • Ensure data is entered, retrieve reports, monitor trends, continue to develop the relevant elements and links in the CRM system.
  • Develop the Tecflower specific user handbook for Tecflower users
  • Act as 1st level user support
  • Collection of upgrade needs
  • Install and retrieve standard reports from SalesForce (contract status reports, sales pipeline reports, activity reports, margin reports, retroactive as well as forward looking)
  • Develop and maintain relevant templates (call/visits reports, letters, presentations, offers, order confirmation, invoices, standard terms & conditions)
  • Check document management system (offer, contracts, call reports, account plans)
  • Develop a Global Product Code System (=each product version has a unique code, each source has a unique code, each customer has a unique code)
  • Follow up of technical and content quality issues

• Support the Commercial Director
  • Travel/appointments arrangements
  • Travel Expense reports
  • Reports & presentations
  • Market research (customers, contacts, competitors)
  • Maintain overview on the Tecflower team calender (absence/vacation days, team meetings)

• Selected order-to-cash activitites:
  • draft offer letters and contracts
  • collect the demand forecast from Sales and deliver to Manufacturing Director
  • contact for manufacturing in case of production rescheduling
  • contact for logistics in case of logistics rescheduling
  • Subject Matter Expert on custom regulations, VAT etc.

Goals/Measurement of Success for 2017:

• Tecflower team level of happiness with the support
• Contact-to-order and order-to-cash process is well documented in the SalesForce™ system  by Q4, 2017
• Established as SalesForce™ Subject Matter Expert
• Tecflower specific SalesForce™ user handbook is in place Q4, 2017
• Ongoing update and maintenance of the SalesForce™ content
• Standard reports from SalesForce™ (contract status reports, sales pipeline reports, activity reports, margin reports, retroactive as well as forward looking) are active by Q4, 2017
• Document management system (offer, contracts, call reports, account plans) is established in SalesForce™
• Global Product Code System (=each product version has a unique code, each source has a unique code, each customer has a unique code) is in place by end of the year 2017

Skills & Personal traits of the candidate

• Fluency in Swiss German/German and in English
• Experience in working with databases
• Several years of professional experience in an office environment
• Can work with and through other people (is positive, communicative, friendly, persuasive)
• Likes to develop standard operating procedures (is accurate, careful, systematic).
• Thinks ahead, is flexible to adapt to the ever-changing needs in a young business.
• Ready to challenge management on the subject SalesForce™
• Proactive

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