Planning and Shipping

Education/Qualification

• 2023    Foundation Award in International Trade
• 2019    ILM Level 2 Leadership and Team Skills
• 2006    National Diploma in Marketing Management (Degree Equivalent)– Cape Peninsular University of Technology
• 2003 1 2 O Levels / A Levels achieved including English – Table View High School

Systems used

• Microsoft Word, Outlook and Excel – Intermediate
• Multiple ERP Systems – IFS, Navision, and Progress Plus
• Various In-House Systems

Career Summary

Current Employer – Business Equipment and Supply (TO c £15m)

Position – Purchase and Shipping Coordinator

Dates – October 2021 – Present

• Reports to Head of Shipping – works Internally and Externally across a range of relationships including Shipping and Couriers / Warehouse / Production and Sales
• Attend Production Meetings twice a Weekly

• Liaising between Customers and Shipping Companies – National and International
• Communicating and understanding the Customer’s preferred mode of transport
• Preparing and providing Shipping Quotes to the Customers
• Processing Order changes, changing delivery addresses, adding carriage charges
• Ensuring Proforma Invoices are paid before dispatch, and contract orders are invoiced correctly
• Preparing Shipping Documents / labels, and update dispatch board 
• Ensuring Declarations and Incoterms are correct for Custom purposes on Commercial Invoices – working closely with Dispatch team
• Retaining accurate Shipping Data for future Audits
• Chair Weekly Shipping reviews – Internally
• Working to build strong Supplier relationships – working Internally and Externally to update re delays / issues from Suppliers
• Researching new Products and Suppliers / Negotiating prices – maintaining accurate new Supplier and Product Data
• Master Data – working to maintain accurate Supplier Contact details
• Processing of Requisitions placed by Stores department
• Responsible for strong management – Internally and Externally of the Purchase Order System
• Ad hoc duties / projects

Previous Employer – Business Manufacturing and Supply

Position – Internal Sales Representative

Dates – September 2021 – September 2022

• Worked in a team of 7 and reports to the Sales Manager
• Answered inbound calls from customers, end users, – order taking, technical and specification queries, along with any issues that may arise
• Daily outbound calls regarding existing quotes and enquiries that have been sent, ensure that database is kept up to date with relevant information
• Contacting potential new customers to introduce our products and company
• Record customer interaction and ensure all information on the ERP system
• Implementation of the new ERP system, created manuals and continuous training and support to the team
• Organise product returns, and ensure all procedures and paperwork is correct
• Proactively communicate with customers throughout the day keeping them up to date on delivery dates
• Booked deliveries in and ensure the correct offloading facilities are available, along with any miscellaneous requests that may arise
• Kept up to date on technical knowledge and understanding of all Aldeburgh products and potential impact on competing products
• Daily processing and calculations of drainage layout take offs for customers and end users for specific projects
• Liaised with engineers on project specific details to
• Interact throughout the day with various departments (production, despatch, installers) to ensure deliveries are on time and meeting the customer expectation
• Attended weekly planning and key account meetings to ensure that orders will be

Previous Employer – Metal fabricator 

Position – Sales Administration

Dates – February 2021 – September 2021

• Worked in a team of 5 and reported to the Owner and Director
• First point of contact to provide sales support to area sales managers
• Project and sample management from information gathering, to conversion to a sale
• Liaised with technical team on projects for materials and lead times
• Technical assistance to architects, specifiers, and installers for products
• Order processing from orders received via email, telephone and online shop done on internal ERP system Progress Plus
• Processed payments for proforma invoices taken telephonically
• New machine sales, technical support, pricing, and lead times
• Placed purchase orders for new machines with suppliers, agree terms and follow ups on delivery schedules
• Maintained global price list for new machines, hire machines and adhoc services offered
• Hire machine sales, specifying correct machine for requirements, arranged supply date, delivery and collections, weekly follow ups with contractors on site
• Produced job cards and liaised with workshop team on all outgoing machines, hire machines and services required
• Daily management and communication with various carriers

Previous Employer – Business Manufacturing and Supply

Position – Various Roles

Dates – May 2014 – February 2021

December 2018 – February 2021– Deputy Team Leader, Internal Sales Support 

May 2014 – December 2018 -Internal Sales Support

• Managed a team of 3 alongside the Team Leader
• Maintained customers, suppliers, and end user relationships
• Attention to detail, as each brand has its own requirements
• Answered a high volume of inbound calls from customers, end users, suppliers, and sales force, dealing with order taking, technical and specification queries, along with any issues that may arise
• Acknowledge customers, through processing of sales orders, quotations on the internal ERP system, Navision
• Produced and send customer invoices, credit notes, and organise product returns
• Proactively communicate with customers throughout the day keeping them up to date on delivery dates, quotations, and miscellaneous requests
• Keep up to date on technical knowledge and understanding of all products and potential impact of competing products
• Used questioning techniques daily to identify and capture potential opportunities – upsell on all brands where possible
• Record customer interaction and ensure all information on the ERP system is up to date
• Daily preparing and processing of measure reports for customers and end users for specific projects
• Assisted customers by ensuring there marketing material and merchandising is up to date for each brand
• Proactivity advertise and promote promotions being run for each brand monthly
• Dealt with customers complaints from root cause to corrective actions, record all information and findings on SharePoint, ensure all activities are visible
• Keep sales force up to date on all CRM activities that have been recorded and actioned for each brand
• Interact throughout the day with various departments (production, despatch) to ensure deliveries are on time and meeting the customers expectation
• Attended daily morning meetings to ensure that orders will be despatched at the correct time, and if we are unable to fulfil the customers expectation, proactively contact the customers with continuous updates
• Weekly reports sent to sales team and management (discounts agreed, Credit and FOC reports) to assist with information providing for CRM and the business
• Collaborate with the sales force by Identifying existing and potential leads, using various questioning techniques, to pass on to the sales force throughout the UK and Ireland, to accelerate the organisations performance
• Assisted with arranging meetings between customer and sales team by information gathering and passing on to the respective salesperson throughout the UK and Ireland
• Assisted with a proactive approach to continuous improvement projects
• Support and assist colleagues in other areas of the business when required

Previous Employer – Window Washing

Position – Customer Liaison / Office Manager

Dates – January 2013 – March 2014