Job purpose
Supports Rental Reps in all stages of the order life cycle.
Responsibilities
Assists reps in bidding and order processing by:
- Assembling and producing formal bid presentations. Creating and supporting efficient bid templates for varied client types and as per individual Rep requests, including consistent company background, performance history, and other supporting documentation.
- Monitoring confirmed orders as delegated and overseen by Rep and dealing directly with Project Manager and client to ensure all production details are in order.
- Pricing and overseeing specifically defined new client orders per clear Rep direction and pre-approvals.
- Managing new order enquiries and on-going show needs whilst Reps are absent.
Provides order execution support by:
- Ensure effective communication between the Rep and Project Manager in engaging support departments, and following up to ensure timely confirmation and delivery of all detailed feedback and status reports from support departments as order progresses.
- Attending client production meetings as requested by Reps.
- Acting in lieu of Rep (remotely or locally) to ensure client crews and staff are supported whilst in CL facilities and on job sites.
Performs and assists with rep’s administrative duties by:
- Requesting and monitoring rental contracts and COI’s (Certificate of Insurance) from Rep Admin Manager. – individual or ongoing.
- Reviewing billing reports, order cost entry, and Nexus equipment additions to assist or directly request invoicing per Rep direction and approval. Rep to formally approve all invoicing.
- Supporting and interfacing with AR collections staff; contacting clients for collection info per Rep direction.
- Reviewing and analyzing Rep Revex reports for errors, omissions, or cost irregularities, and communicating with department staff for adjustments or explanations as required.
- Strategic analysis of past jobs to see where value has been missed / costs could be reduced in the future.
Engages in regular client communication & relationship building by:
- Facilitating in-person appointments between Rep and clients, including pre-bid-submission and strategic sessions. Attending with or in lieu of Rep when requested.
- Scheduling regular phone and email communications with clients, during or in-between bid opportunities.
- Researching and reporting to Rep on client activity and opportunities related to new or ongoing business.
- Providing timely and appropriate feedback from clients to Reps and management.
- Supporting the execution of company functions and events related to Rep / client relationships.
Requirements
Personal attributes
- Focused on contributing to the success of others, internally and externally to CL.
- High level of confidence and interpersonal skills among varied Reps and client types / teams.
- Proactive and self-starting while working within clearly defined roles, relationships, and policies.
- High focus on relationship development, growth, and maintenance.
- High level of strategic business sense and competitive drive.
Professional attributes
- Strong knowledge of CL equipment and varied market segments and event types.
- Strong familiarity with Nexus, Excel, Word and PowerPoint document creation and editing.
- Strong administrative and proactive organizational skills and attention to detail.
- Creative problem solving, communication and consensus building.
