The SMB Representative will support by following up on leads, preparing quotations, and keeping all trackers updated. The role includes providing basic market and competitor insights.
Skills Required
Good communication able to follow up with customers and present updates clearly.
Basic Excel skills ability to make simple dashboards, charts, and trackers.
Attention to detail accurate in preparing quotes and maintaining logs.
Basic market awareness able to track competitor prices and compare products.
Quick learner able to adapt to tools like CRM, Partner Hub, or reporting sheets.
Key Responsibility
Category Office Tasks
Lead Management - Follow up on marketing-generated leads
- Maintain lead tracker
- Present lead summaries
Quoting & Compliance - Prepare quotations for partners/customers
- Maintain quote logs
- Ensure quotes follow company policies
Reporting & Analytics - Prepare weekly SMB performance dashboards
- Create partner performance rankings and trend reports
- Prepare monthly competitor analysis and price trend charts
Market Research - Track competitor pricing
- Build product comparison sheets
- Monitor competitor promotions
