Process sales on the backend using information from the CRM to create accurate sales agreements, quotes, and related documentation
Review sales documents (Purchase Agreements, POs, quotes, sales tax exemption forms, etc.) for accuracy, completeness, and compliance with company policies
Reproduce approved orders in the ERP system to generate Sales Orders for fulfillment and invoicing
Identify and flag inconsistencies in sales items, prices, or discounts that do not align with sales policy guidelines
Invoice delivered orders with correct payment terms, payment type, and supporting documentation
Verify customer order information to ensure accuracy, including reviewing prior records to prevent duplicates or inconsistencies, and validating supporting documentation for compliance purposes
Maintain organization, accuracy, and confidentiality when handling sensitive company and customer information, including sales documents and data
Communicate with sales team regarding incomplete orders or issues to ensure timely and proper processing
Process returns and other post sales-related orders in ERP according to company policy
Support resolution of client inquiries related to orders, documentation, or billing
Perform data entry tasks for sales figures, metrics, and other relevant information
Perform other duties as assigned by the Finance Manager
Assisting with shipping arrangements for Logistics for White Glove Services.
Assisting with on/offboarding process for the HR department for MS account creation/deactivation

Requirements

1–2 years of experience in sales operations, order processing, or administrative support (experience in CRM/ERP systems preferred)
Exceptional attention to detail and accuracy when handling financial or transactional data
Strong organizational and time management skills with the ability to prioritize multiple tasks and deadlines
Excellent communication skills, both written and verbal, with the ability to interact effectively across departments
Proficiency in Microsoft Office; experience with Zoho CRM and Dynamics 365 (ERP) a plus
Type a minimum of 55+ WPM
Ability to identify data discrepancies and resolve them proactively
Comfortable working in a fast-paced, deadline-driven environment
Self-motivated with a strong sense of accountability and ownership

Benefits

Medical (PPO), Dental (PPO), Vision (PPO) & Life Insurance
401(k) plan with company match up to 3%
Competitive PTO package
11 annual paid holidays
Job-related training reimbursement
Monthly internet reimbursement
Gym membership reimbursement

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills

sales operationsorder processingdata entryfinancial data handlingtransactional data accuracyinvoicingsales documentationCRM systemsERP systemsattention to detail

Soft skills

organizational skillstime managementcommunication skillsproblem-solvingself-motivatedaccountabilityownershipability to prioritizeinterpersonal skillsadaptability