i-Tech Support, Inc.

Sales Development Rep

• Make at least 20 outbound calls and send 20 emails or LinkedIn messages per day.
• Prospect and qualify leads, ensuring only verified opportunities are passed on.
• Book verified appointments with decision-makers.
• Represent the company professionally in phone, email, and in-person interactions.
• Keep accurate activity and pipeline records in the provided CRM.
• Continuously improve through training, mentorship, and feedback.

Sales Development Representative

Project Manager

• Assist with planning, coordinating, and executing Acumatica ERP implementation projects.
• Support the Project Manager with scheduling, documentation, and communication.
• Track project deliverables and update timelines.
• Serve as a secondary point of contact for clients.
• Prepare project status reports and maintain dashboards.
• Document project risks and escalate as necessary.
• Assist in user acceptance testing and quality assurance checks.
• Participate in post-implementation reviews and continuous improvement efforts.
• Monitor timelines, support cross-functional teams, and help maintain high levels of client satisfaction.
• Work closely with the Project Manager in a client-facing environment.

ERP Project Coordinator

Manager

• Oversee internal case management system and distribution of case work to team members
• Manage Level 1 support team and provide training on support best practices, enhanced customer satisfaction and support issue questions
• Provide Level 2 assistance on support issues, new work requests and no-code customizations as requested
• Manage client version upgrades by monitoring upcoming expirations, communicating with clients on upgrade plan, setting up test environments and ensuring upgrade deadlines are met
• Develop and utilize dashboards to help monitor case SLAs and trends and communicate with team on status
• Collaborate with other cross-functional team members to discuss customer issues and resolutions and to share best practices. Create Knowledge Base articles for repetitive issues.
• Regularly review new version Release Notes and Bug Fixes and update staff as to important issues. Attend Acumatica support webinars or third-party industry educational webinars. Complete and stay up to date with Acumatica badge certifications.
• Establish and maintain a positive and professional relationship with clients

Sales Development Representative

ERP Project Coordinator

ERP Support Manager