
Associate Customer Implementation Specialist
Engio
full-time
Posted on:
Location Type: Remote
Location: United States
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About the role
- Maintain high accuracy in the CRM, ensuring all financial and technical information is correctly recorded and ready for the billing (Finance) team.
- Follow established procedures for inventory management, tracking requirements, conducting audits, and assisting with monthly reconciliations.
- Execute the seamless transition of service requests and contracts between Sales Enablement, Operational Delivery, and Finance, strictly adhering to established checklists and SOPs.
- Provide administrative support to senior specialists, including updating project statuses, managing documentation, and actively learning our range of technical products and delivery workflows.
Requirements
- 0 - 2 years in sales support, administration, or a similar detail-oriented role.
- Strong proficiency in Microsoft Excel and experience with accurate data entry.
- A Diploma or certification in a relevant business or IT field.
- A strong commitment to Speed and Accuracy and an eagerness to learn delivery methodologies rooted in the ITIL framework.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
data entryinventory managementauditingfinancial recordingtechnical documentationproject status updatingdelivery workflowsITIL framework
Soft Skills
attention to detailcommitment to speedcommitment to accuracyeagerness to learn
Certifications
Diploma in businessDiploma in ITrelevant business certification