Teams at Willbanks Associates Inc

Provide administrative and operational support to the sales team: process orders in Acumatica, respond to customer and outside-sales inquiries, prepare quotes, maintain CRM records, generate sales reports, assist with contracts, warranty claims, and coordinate with dispatch/warehouse to ensure timely delivery and customer satisfaction.

Provide administrative and operational support to the sales team: manage leads and sales in Acumatica, qualify inbound leads, prepare quotes, follow up with customers, support account managers, perform AR follow-up, upsell/cross-sell, resolve post-sale issues, and assist with sales administrative duties.