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Data Entry/Customer Service Associate

Jacobs & Thompson Inc - 8 Jobs
Toronto, ON
Posted 2 days ago
Job Details:
Full-time
Experienced

We are seeking a detail-oriented and customer-focused individual to join our Sales Operations team as a Data Entry / Customer Service Associate. This role supports the efficiency of the sales process by managing customer data, processing orders, assisting with CRM updates, and ensuring accurate and timely communication with both internal teams and external customers.Key Responsibilities:
  • Accurately enter and update customer and sales data in CRM systems
  • Process sales orders, purchase requests, and customer account updates in a timely manner.
  • Respond to customer inquiries via email or phone regarding order status, billing issues, or general support.
  • Assist the sales team with administrative tasks including quote preparation, data reporting, and lead follow-ups.
  • Maintain accurate records of customer interactions and transactions.
  • Collaborate with Sales, Finance, and Logistics to ensure seamless order fulfillment and issue resolution.
  • Flag inconsistencies or gaps in sales data and assist with clean-up projects as needed.
  • Support internal reporting by gathering and formatting sales data for dashboards or presentations.
  • Help document and improve operational workflows related to data and customer service.
Qualifications:
  • Associate or bachelor's degree preferred.
  • 1–3 years of experience in a customer service or data entry role, ideally within a sales or operations environment.
  • Proficiency in Microsoft Office (especially Excel); experience with CRM platforms is a strong plus.
  • Excellent attention to detail and organizational skills.
  • Strong communication skills and a professional, customer-oriented demeanor.
  • Ability to work independently and manage time effectively in a fast-paced environment.
  • Comfortable handling confidential or sensitive information.
Preferred Skills:
  • Familiarity with B2B sales cycles or order management processes.
  • Basic knowledge of reporting tools or dashboards (e.g., Excel PivotTables, Power BI, Tableau).

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