• Support the Regional Sales Director, Regional Sales Managers, and Account Managers
  • Prepare monthly sales reports specific to the North America sales team in Excel and Power BI
  • Provide data for quarterly business reviews
  • Prepare slides for monthly sales calls
  • Onboard new account managers including CRM and other systems training
  • Manage team sites including the team Sharepoint site
  • Review and manage data in the CRM tool, identifying contacts, accounts and opportunities and ensuring data is current and accurate
  • Preparing data for monthly pipeline calls
  • Creating and managing customized team reporting in the Account Manager portal
• Pricing activities including:
  • Set up customer specific pricing in Vendavo
  • Creating and updating price lists
  • Managing and implementing general price increases
• Customer Set Up and Maintenance
  • Submit requests for new customer setup via CMRP, including sample customers
  • Ensure data in SAP matches customer purchase orders
  • Ensure customers are set up correctly for credit, pricing and sales reporting purposes
  • Maintain account assignments
  • Provide new customers with necessary vendor documentation
  • Submit customer account change requests via MS forms
• General customer support including:
  • Identifying and investigating invoice errors
  • Assisting Customer Experience Team with pricing and/or account questions
  • Provide Customer Price Lists when requested
  • Customer notifications
  • Forwarding leads to the correct account manager and/or distributor
• Other Duties:
  • Vendor invoice management – process vendor invoices for payment
  • Creating purchase requisitions for our marketing vendors
  • MyLubrizol registration review and approval
  • Knowledge of Demand Planning Tool when assistance is needed
  • SAP data and navigation – lookup orders, customers, pricing, etc.
• Working with Excel, BOBJ, CRM, SAP and Power BI

• High school diploma or GED; Bachelor’s degree preferred
• Experience working in a fast-paced, dynamic administrative or sales coordinator role

• Demonstrated ability to work effectively with a variety of stakeholders and partner with internal and external stakeholders to creatively resolve challenges
• Effective communication, both written and verbal
• Experience working with Microsoft Dynamics or similar Customer Relationship Management system (CRM)
  • Other preferred systems experience: SAP, Business Objects (BOBJ), Market Intelligence system (C&MI), Vendavo Price Management system, Business Intelligence system (Power BI)

• Competitive salary with performance-based bonus plans
• 401K Match plus Age Weighted Defined Contribution
• Competitive medical, dental & vision offerings
• Health Savings Account
• Paid Holidays, Vacation, Parental Leave
• Flexible work environment

Nearest Major Market: Cleveland
Job Segment: CRM, Demand Planner, Supply Chain, SAP, ERP, Technology, Operations