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