Primary Roles:
- Management backup
- HR backup
- Personnel development
- Sales/customer service
- Fleet/dispatch
- Hardware ordering
- AR backup
- Inventory backup
- Window and door ordering
- Operational focus: Personnel/Customer Service Management and Staff Development
- Help to train a team that is capable of carrying out complex orders from customer interaction all the way to invoicing from the vendor
- Create a cohesive sales team environment: by training and leading by example
- Train and encourage new product knowledge for advancing other sales associates (complex special orders, help lead trainings on doors/windows/beams/etc.)
- Create operational plans for efficiencies between the yard and sales
- Work with yard supervisor to streamline areas of frustration or major time lags
- Assist in product training
- Taking time with new outside staff to train product knowledge
- Day-to-day involvement in trainings and acting as a general resource (needs to be actively involved in the department on a daily basis – Primesource, Orgill, etc.)
- Inventory: assist or train a team that is capable of executing inventory and cycle counts
- HR backup:
- Familiar with Work Compensation processes and document requirements
- Familiar with how to process an incident, accident, or safety concern
- Has completed reasonable suspicion training
- Ability to handle and diffuse customer and/or employee situations
Departmental Detail:
- Personnel Development
- Working with Manager to assign tasks and roles to staff
- Working with Manager to assign schedules for optimal staffing
- Addressing store issues, and assigning projects to staff
- Train staff in different operational roles; either through direct training or assigning them to the appropriate staff member for education
- Sales/Customer Service
- Train other staff members in positive customer service
- Continue advanced sales role: bids/quotes, special orders, doors/windows
- Train other staff members in special orders: metal, windows, doors, hardware, beams, etc.
- Special order set-up
- Purchase order set-up with confirmation from vendor
- Customer involvement/approval
- Receipt/customer contact
- Invoicing
- Fleet/Dispatch
- Help keep orders and order monitor moving through the day, working alongside yard/dispatch/sales staff
- Ensure truck logs are entered – backup role
- Inventory
- Work collaboratively with Manager and inventory team to make sure all counts are done on time and accurately
- Work with Purchasing/Inventory departments to identify problems
- Train a team that is capable of carrying out counts as needed
- Hardware ordering
- Ability to do Primesource ordering
- Ability to do Orgill ordering
- Accounts Receivable
- Backup contact for store-level customer communication regarding payments, credits, or any other financial questions
- Responsible for assisting in making customer contacts in a timely fashion, documenting them in the Notes tab, and following up as needed
- Voice concerns regarding customer account status before they default (if there is a bad feeling about a customer, please share it with the AR department)
General Job Expectations:
- Communication:
- Manager back-up – communicate clearly and calmly with customers and staff
- Staff development – working with multiple communication styles to develop the right mode of communication with different staff members in different situations
- Make sure all team members are aware of their expectations
- Where possible, all communications between sales, customers, and dispatch should be written as well as spoken
- Sales & Team Development – Ensure team growth and positive outcomes; communicate with Management if an employee is failing
- Organization:
- Maintain a daily and weekly project list or calendar for self and for any assignments given to other staff
- Plan ahead on projects: try to work at least a few days ahead to keep things moving
- Keep notes updated on project statuses for quick reference of expected completion dates and to keep others accountable
Skills needed:
Clear, effective, and professional communication
-
- Verbal
- Email/Text
- Non-Verbal – notes on tickets, etc.
- Attentiveness to time-sensitive nature of jobs
- Responsive and quick-thinking
- Consistency
- Ability to clearly communicate safety-sensitive training
- Be a safety-minded leader and actively promote safety
- Organization – juggling priorities and communicating them with others
- Ability to implement and execute a plan
- Attention to detail
- Ability to plan ahead
- Willingness to learn
- Openness to confront issues, create new strategies, and implement them
