- 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.
- 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.
- 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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