Maricris de Guerto

Reports to Account Executive

Works in direct relation to the above, assisting with all facets of the quotation and

sales processes, and other responsibilities including but not limited to the below

items.

Handles 3-4 million dollar accounts

Creates customer proposals in PowerPoint or alternative comparable medium.

Manages any/all marketing and targeting efforts with my Account Executive’s existing as well as potential clients . Effectively works in partnership with the production, graphics and accounting

departments, as necessary, to ensure quotations and/orders are filled and

completed by the scheduled timeframe

Attends weekly sales meetings and customer meetings, as requested, in order to

make meeting notes, retrieve information, etc.

At the direction of the “direct report” will source products, solicit vendor pricing, create customer quotations and submit quotations to an Account Executice for approval(s) prior

to sending to customer.

Manages all existing customer quotations that are out for consideration ensuring there’s follow ups made prior to those quotations expiring. In addition to this, that day to day objectives and tasks are being dealt with a timely manner.

Facilitates the approval of customers quotations and customer purchase order and remits such approved orders to accounting for approval

Act as a problem solver. Ensure that any issues with clients and suppliers are

handled to the best of my ability and are communicated to my direct report and

those within TNT that are affected by the issue

May be responsible for special projects from time to time as specified by my Account Manager

• Supported customers and sales reps with custom product selection, quote generation, and order processing to ensure promo orders deliver on time, every time
• Worked with one or more assigned Sales Rep Teams to service key accounts with product sourcing, quotes, order-entry, order processing, order follow-up, order delivery and invoice resolution
• Collaborated with Sales Reps to source and present creative Branded Merchandise for our customers
• Contacted clients via sending quotes, order confirmations, art proofs, and tracking details, and answering any client inquiries about current quotes, orders, and closed orders/invoices
• Dealt directly with vendors via product sourcing, purchase order generation, tracking of proofs and order status updates, confirmation of net pricing and delivery dates
• Brought all client quote requests over $10,000 to the attention of the SPO Manager and Regional Sales Manager
• Brought all client quote requests over $50,000-$200,000 to the attention of the SPO Manager and Regional Sales Manager and National Director of Sales
• Researched and prepared quotes to ensure maximum profit and market competitiveness
• Attended team training sessions to further enhance skill sets in Linc, customer service solutions, order entry and purchase order generation
• Represented Staples at PK's or tabletops, customer shows, corporate trade shows, and may occasionally travel within the territory for assigned special projects
• Maintained a record of sales activities and follow-up requirements in the designated system
• Worked within Linc and runs/follows-up on daily tasking report
• Updates Linc orders directly with information from vendors (i.e.: ship date, tracking, pricing)
• Ensured open orders are invoiced in a timely fashion
• Advanced 'strategic business sense' skills and math aptitude
• Provided exceptional customer service solutions to key customers

• Prepared and sent memos and reports to district manager (opening, mid-day and closing)
• Led the implementation of the store's visual presentation in impeccable accordance with the company's marketing strategy
• Managed the event planning of new store opening (or renovation including organizing catering, gift bags, and store visual
• Participated in various corporate focus group meetings where efficient strategies are discussed
• Handled daily logs and deposits, responsible for carrying out opening and closing procedures
• Oversaw in-store mailbag, courier mail and UPS customer order shipping and tracking
• Managed inventory and conducts recall and stock re-ordering
• Ordered store supplies on a weekly
• Adhered to all company policies, procedures and business ethics codes and ensures that they are communicated and implemented within the team

• Assigned daily sales quotas for the employees
• Processed daily store-to-store transfers
• Analyzed daily sales report
• Assisted customers in merchandise selection while promoting sales
• Processed orders, invoices, and transactions
• Handled cash balancing procedures (open/close)
• Processed store expenses
• Trained new associates
• Processed stock fill-ins and paperwork processing
• Ensured that each customer received outstanding service by providing a friendly environment, as well as maintained solid product knowledge and all other aspects of customer service
• Effectively demonstrated promotional products to various customers and fulfilled all customer demands in a timely manner
• Consistently met and exceeded sales goals by over 30%, earned outstanding ratings on annual evaluations
• Established and maintained effective working team relationships with co-workers and other departments
• Demonstrated professional attitude that always meet company core values