営業事務はどんな仕事?未経験でも働ける?

女性に人気な事務職ですが、その中でも「営業事務」は、比較的事務職の中でも、能動的にアクションする必要のある職種になります。

言われた事をただやるのではなく、自分自身も売上を担っているという意識が、必要となると言えるでしょう。

では、営業事務とは具体的にどういった仕事をするのか、見ていきましょう。

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営業事務の仕事「書類作成」

業種によって仕事内容は変わりますが、基本的な業務の一つに「書類作成」があります。

営業が受けた注文に対して、見積書や申込書、契約書を作成し営業へ渡したり、事務からクライアントへ郵送またはメール送信したりします。

また、経理業務を営業事務が行っている場合は、請求書や領収書の作成も行うでしょう。

だいたいの書類は雛形が決まっていて、注文内容に沿って作成することが多く、専門知識などは特に必要ありません。

ただし、中にはイレギュラーであったり、案件ごとに専用の書類を作成することもありますので、その時は法務担当と協力して書類を作成することもあります。

最初は戸惑う事もあるかもしれませんが、慣れてしまえばある、程度アレンジできるようになりますので安心してください。

ただし、書類は全て契約に関わってきますので、ミスは許されません。事務がミスをした場合、営業が事務の代わりに謝罪することとなります。

会社全体の信用にも関わりますので、何度も見返したり、Wチェックを行うなどして、間違いのない書類作成を心がけましょう。

営業事務の仕事「問い合わせ対応」

営業事務には、「問い合わせ対応」も求められる事がほとんどです。

これも、業種によって問い合わせの方法が様々ですので一概には言えませんが、基本的には、電話による問い合わせかメールによる問い合わせのどちらかでしょう。

電話対応は、必ず必要となります。既存客からの電話で営業に取り次ぐ、不明点があるので教えて欲しいという質問に答える、といった仲介役がメインとなります。

また、新規お問い合わせの場合には、営業に取り次ぐこともあれば、一次受けは事務が行うという事もあります。

いずれにせよ大事なのは、基本的なマナーや言葉遣いが求められるという事です。電話対応は、会社の印象に大きく関わりますので、失礼のないような接客が必要となります。

メールによる問い合わせに返信するという事も、最近は多いようです。こちらも、既存客からの質問か、新規問い合わせへの一次対応が多いでしょう。

電話に比べて何度も見返したり、考える時間があるので、緊張感は少ないですが、文字に残ってしまいますので、書類作成の時と同様間違いは許されません。

サービスの信頼にも関わりますので、メールの内容も十分気を付けるようにしましょう。

未経験でもOK!ただし、PC操作は必須

営業事務の仕事内容は、必ずPC操作が必要となります。どんな業種であっても、今やほとんどの業務をPCで行いますので、PCが使えないとなると営業事務は務まりません。

必要なスキルはいくつかありますが、まずはWordやExcelなどの、Officeと呼ばれるソフトが使える事が、条件な事が多いです。

契約書などを作成する場合は、Wordを使用しますし、申込書や見積書、請求書など計算が必要な書類は、Excelを使用します。

更に、顧客データや売上データをまとめる場合も、Excelを使いますので、基本的な操作はできるようにしておきましょう。

メールでのやりとりも行いますので、メールの知識も勉強しておく必要があります。

宛先のTO、CC、BCCの違いや、署名の設定など、メーラーの操作であったり、メールのやり取りをする上で、必ず全返信をするとか、メール内容を引用する時は引用マークをつけるなど、細かいマナーが色々とあります。

仕事に就いてから勉強することもできますが、クライアントに失礼があってからでは遅いので、事前に勉強しておくのが得策です。

営業事務のやりがいとは

営業事務は、基本的に営業のサポートがメインの仕事になります。

時には営業から無茶な依頼をされたり、通常のフローでは対応できないイレギュラーな受注の対応のために、スムーズな処理ができないなど、思い通りにいかないことも多い仕事です。

ただし、それだけ営業から頼られるポジションだという事も言えます。

営業が一生懸命取ってきた受注を、事務が処理をすることで契約成立となるわけですから、営業と事務で二人三脚で仕事を行い、目標を達成出来た時などは、大きな達成感を得られます。

営業事務の経験が長くなると、法務や経理の知識もだいぶ付いてきますので、だいたいの作業を一人で行えるようになってきます。

そうなると、やりがいも更に大きくなります。営業からの信頼も大きくなり、業務の幅も増え自信もつくようになるでしょう。

未経験で始めた人でも、数年後には社内のメンバーから頼られる存在になれるのが、営業事務です。

営業やクライアントなど、人と関わることが多いので、始めの頃は失敗して悩む事も多いでしょうが、続ければ続けただけ、自信と信頼を得られる仕事です。

頑張って続けていきましょう。

最後に

いかがでしたでしょうか。

営業事務は、事務の中でもかなりクリエイティブな仕事を求められる職種です。

また、年齢に関わらず挑戦できる仕事という点でも、魅力的と言えます。

事務職がいいけど、日々ルーティンをこなすだけでは物足りないという方には、ぴったりの仕事でしょう。

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