Trade Sales Specialist

Job Description

REQUIREMENTS

• 2–4+ years of experience in sales support, customer service, or a coordinator role within furniture, home décor, design, or luxury retail environments
• Experience managing customer communication through Zendesk or similar platforms
• Experience working with Shopify or similar order management systems preferred
• Familiarity with CRM systems (HubSpot, Salesforce, etc.) and maintaining clean, accurate pipeline data
• Strong organizational skills with the ability to manage multiple client interactions and priorities simultaneously
• Excellent written and verbal communication skills with a high level of professionalism
• Detail-oriented with a strong focus on accuracy in quoting, order entry, and documentation

RESPONSIBILITIES

• Inbound Pre-Purchase Inquiries:
  Manage and respond to inbound customer inquiries through Zendesk (or similar tools), providing timely, accurate, and brand-aligned responses related to product details, pricing, availability, and customization options.
• Quote & Order Execution:
  Support the sales process by building and sending quotes and draft orders in Shopify, ensuring all product details (dimensions, finishes, fabrics, pricing) are accurate. Track open quotes and proactively follow up with clients to drive conversion.
• Pipeline & CRM Management:
  Maintain accurate and up-to-date records in HubSpot, including contact creation, deal stages, notes, and next steps. Ensure all opportunities are properly documented and no deals are left without clear ownership or follow-up.
• Sales Support & Opportunity Progression:
  Partner closely with the Territory Sales Manager to advance deals through the pipeline by executing follow-ups, coordinating client communication, and ensuring momentum across all active opportunities.
• Client Experience & Follow-Up:
  Deliver a high-touch, responsive client experience by ensuring timely follow-up on all interactions, supporting project-based needs, and maintaining clear communication throughout the sales and order process.
• Trade Account Support:
  Assist in onboarding new trade clients, maintaining account records, and ensuring proper application of trade pricing and policies in alignment with company guidelines.
• Cross-Functional Coordination:
  Partner with Supply Chain, Operations, CX, and Product teams to resolve order issues, manage timelines, and ensure a smooth client experience from order placement through delivery.
• Event & Trade Show Support:
  Assist with the execution of trade events, showroom activations, and regional outreach efforts to support brand awareness and client engagement.
• Reporting & KPI Tracking:
  Support tracking of key sales metrics including pipeline activity, quote conversion, and follow-up execution. Provide visibility into deal progression and support Territory Managers in maintaining forecasting accuracy.

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