Branch Coordinator / Sales CRM Administrator

SUMMARY:
Branch Coordinator / Sales CRM Administrator - Rustenburg

POSITION INFO:
Qualifications 

• Matric 

• Proven experience in sales administration, office coordination, or similar roles.
• Strong knowledge of CRM systems and sales support functions.
• Proficiency in Microsoft Office Suite
• Experience in the modular building, construction, or mining industry would be advantageous.
• Own vehicle and valid driver’s license.

• Assist the branch manager with proposal preparation, quotations, and contract documentation.
• Maintain and update the CRM system, ensuring accurate and up-to-date client information.
• Track and manage rentals & sales orders, inquiries, and follow-ups to support the rentals & sales pipeline.
• Coordinate the processing of customer applications, contracts, and approvals.
• Handle incoming customer calls, emails, and requests, ensuring prompt and professional responses.

• Manage the day-to-day operations of the branch, including office supplies, equipment, and general upkeep.
• Act as the first point of contact for clients, suppliers, and service providers at the branch.
• Assist in coordinating branch meetings, events, and travel arrangements for the sales team.
• Ensure all sales documentation and reports are properly filed and organized.

• Keep the CRM system updated with accurate sales data, client interactions, and activity logs on Syrinx.
• Logging of customer activity on Syrinx, including breakdown jobs.
• Generate weekly and monthly rentals & sales reports for management review.
• Support the branch manager with data analysis and insights from the CRM system to identify business opportunities.
• Updating and tracking progress of the rentals & sales quoting and pipeline.

• Assist with customer account management, ensuring client details and agreements are up to date.
• Address customer queries, complaints, and service issues, escalating as needed.
• Work closely with the operations and finance teams to ensure seamless service delivery.

• Assist with invoice processing, purchase orders, and account reconciliation.
• Work with the finance team to follow up on customer payments and outstanding balances.
• Ensure that all financial documents and approvals comply with company policies