Account Assistant - School & Healthcare Foodservice Sales

Position Summary:  Function as the administrative support of the School & Healthcare Foodservice Sales team working with both internal and external clients to retain and build our client base. 

Job Duties

This is a list of current major job duties and expectations, but includes other duties as assigned.  

1. Manage assigned school & healthcare accounts in a manner that will ensure customer satisfaction while achieving Sales and Gross Profit Plan Goals.
   
   
   1. Develop a strong business relationship with customers within assigned business segments via phone and email contact.  Includes contact with assigned accounts on a scheduled basis.
   
   
   2. Assist with and monitor customer orders via internet ordering systems, email, fax, or call in with a goal of all customers placing orders on-line.
   
   
   3. Draft letters, memos, and emails to keep customers and internal departments updated on activities.
   
   
   4. Provide superior consultative sales and service by utilizing Order Management Systems, Enterprise Café (CRM), and other Customer Solution Tools to manage accounts to per-determined sales goals.
   
   
   5. Focus on increasing sales through account penetration with a focus on key product categories.
   
   
   6. Review and improve service levels by monitoring out-of-stocks and substitution reports, weekly sales, inventory, number of deliveries, and other reports.
   
   
   7. Monitor contract pricin
   
   
   8. Process customer credits in a timely manner and perform customer collections working proactively to keep accounts current.

1. Assist School and Healthcare Consultants and Bid Coordinator
   
   
   1. Maintain customer contact information in Customer Relationship Management (CRM) System
   
   
   2. Monitor customer purchases to identify voids and suggest products to sell the complete package.
   
   
   3. Research prospect accounts.
   
   
   4. Communicate product information to customers in a timely manner (including, but not limited to market updates, shortages, new items, etc.).
   
   
   5. Assist with bid preparation and proposals as assigned.
   
   
   6. Develop reports for customer business, both new & current.
   
   
   7. Assist with new business roll-out as assigned.
   
   
   8. Maintain product nutrition files (including CN/PFS documentation) by entering product information and uploading documents to the CWD Portal.
   
   
   9. Attend Customer and Prospect meetings as assigned.

1. Assist Purchasing
   
   
   1. Review bid information and customer menus to identify items needed in quantity.
   
   
   2. Report large item pulls, potential short-inventory, or special upcoming events that impact inventory to Purchasing
   
   
   3. Monitor and communicate product shortages.

1. Assist Operations
   
   
   1. Communicate changes in delivery requirements
   
   
   2. Monitor and communicate special routing requests (off-day/special delivery, and recovery)
   
   
   3. Monitor number of deliveries.

Education & Experience:

• High school equivalency required; some college preferred


• Sales experience preferred


• Experience in School, Health Care, or Food Service strongly desired

Knowledge, Skills, and Ability:

• Friendly and efficient customer skills


• Computer stills required, knowledge of MS Word and Excel


• Good oral and written communication skills required


• Strong ability to prioritize and organize is vital.


• Must work well in groups and be able to manage heavy workloads with many interruptions.

Knowledge, Skills, and Ability:

• Some travel may be required