Sales Admin Intern

Job Location:

Corporate
- Portland
- Portland, OR 97210

• Send out, collect, and organize credit applications from prospective customers.
• Compile necessary documentation and submit credit applications to the credit department for processing.

• Prepare and distribute new customer packets, ensuring all required documents are included.
• Coordinate the setup of new customer accounts and locations across relevant departments.
• Follow up and liaise with various departments until the new customer setup is complete.

• Serve as a conduit between the outside sales team and the credit department, relaying information and ensuring effective collaboration.
• Manage communication related to credit approvals, payment terms, and customer credit limits.

• Maintain accurate cardlock card and driver lists, ensuring up-to-date records.
• Distribute, collect, and submit CFP (Common Fleet Purchase) exemption forms.
• Coordinate the collection and submission of service agreements, confirming their logging in PDI/CRM systems.
• Generate and manage purchase orders (POs) as needed.
• Create and manage return on investment (ROI) documentation.

• Handle incoming calls, directing them to the appropriate sales representatives or departments.
• Delegate customer inquiries and service requests to the relevant team members.

• Manage the submission of Valvoline Revup forms as required.
• Generate and provide regular customer cardlock reports as needed.

• Assist with equipment inventory management, tracking availability and coordinating deployments.
• Collaborate with the operations team to schedule new customer site visits, particularly for fuel-related setups.

Employer will conduct a background check, drug screen, and, if applicable, driving record check.

Work can involve moving boxes and employee must lift, bend, stoop, pick up and move objects up to 25 lbs

The company is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, disability or protected veteran status.