1. 管理和培养服务销售支持与协助商机跟进(day by day to team role)
Service Sales Support and Opportunity Follow-up
- 管理和培养支持服务销售团队开展客户需求梳理、服务方案准备、报价资料整理及内部审批流程跟进,优化现有流程。
Support the service sales team in customer requirement clarification, service proposal preparation, quotation documentation, and internal approval follow-up. - 协助跟进服务类商机,包括备件、维修、现场服务、升级改造、服务合同等,确保商机信息及时、准确地更新。
Assist in following up service-related opportunities, including spare parts, repair, field service, retrofit, and service contracts, ensuring timely and accurate opportunity updates.
2. 订单支持与流程协调
Order Support and Process Coordination
- 负责服务订单相关流程的支持与跟进,包括报价、订单创建、合同资料、交付状态、开票及回款信息协调等。
Support and follow up service order-related processes, including quotation, order creation, contract documentation, delivery status, invoicing, and payment coordination. - 协调内部相关部门,及时解决订单执行过程中的异常问题,确保订单流程顺畅、信息透明、响应及时。
Coordinate with relevant internal departments to resolve issues during order execution and ensure smooth process flow, transparent information, and timely response. - 跟踪服务订单执行进度,定期汇总订单状态、风险点及待解决事项,为服务销售和服务项目提供支持。
Track service order execution progress and regularly summarize order status, risks, and pending issues to support the sales and management teams.
3. 流程优化与持续改进
Process Optimization and Continuous Improvement
- 识别服务销售及订单管理流程中的痛点和低效环节,推动流程优化、标准化及数字化改进。
Identify pain points and inefficiencies in service sales and order management processes, and drive process optimization, standardization, and digital improvement. - 主导并推动服务销售与订单管理流程的自动化、数字化及标准化改进,识别效率瓶颈,提出并实施优化方案。
lead CIP initiatives to continuously improve processes such as quotation, order handling, delivery coordination, and report generation.
- 协助建立并完善服务业务相关流程文件、操作指南、模板及标准化工具,提高团队工作效率和执行一致性。
Support the development and improvement of service-related process documents, work instructions, templates, and standardized tools to enhance team efficiency and execution consistency.
4. 数据分析与业务运营支持
Data Analysis and Business Operation Support
- 负责服务销售、订单、交付及运营相关数据的收集、整理和分析,支持业务回顾和管理决策。
Collect, consolidate, and analyze data related to service sales, orders, delivery, and operations to support business reviews and management decisions. - 定期准备服务销售支持、订单跟踪、流程效率、CIP进展等相关报告。
Prepare regular reports on service sales support, order tracking, process efficiency, and CIP progress. - 维护内部系统中的相关数据,确保业务信息准确、完整、及时更新。
Maintain relevant data systems to ensure accurate, complete, and timely business information.