Our client, a Global Power Technology Leader company, is looking for a Administrative Associate for their Dallas, TX/Hybrid location.
Responsibilities:
The hiring manager is looking for a data entry analyst to perform the following responsibilities:
Review customer purchase orders, signed quotes, credit applications, tax-exempt certificates, project information sheets, payment bonds, and audited financial statements for completeness and accuracy.
Coordinate with sales teams, project managers, customers and credit analysts to obtain required documentation and resolve discrepancies.
Maintain accurate project and customer information across Salesforce, BMS, Vertex, CLM, SharePoint, and other internal systems.
Ensure compliance with internal credit policies, documentation requirements, and project approval processes before assigning projects for final credit review.
Communicate professionally with internal and external stakeholders regarding documentation requirements, project status, and credit approval timelines.
Support the sales organization by helping facilitate timely project approvals and minimizing delays to production and project execution.
Requirements:
The hiring manager is looking for a candidate with the following skills and qualifications:
Strong organizational skills with exceptional attention to detail and the ability to manage multiple projects simultaneously.
Excellent verbal and written communication skills with the ability to collaborate effectively with customers and cross-functional teams
Proficiency with Microsoft Office applications and experience working in ERP, CRM, or business management systems (Salesforce experience preferred).
Ability to work independently, prioritize competing deadlines, and deliver high-quality results in a fast-paced environment.
Customer Service Skills
Microsoft Suite Skills
Multi-tasking
The ideal candidate will have experience in order management and customer service.
This individual will work closely with internal teams and communicate directly with customers to verify order details, confirm items, and provide follow-up as needed.
The candidate will be responsible for reviewing purchase orders (POs) to ensure all information is accurate, including names, part numbers, quantities, and other relevant details. Strong attention to detail and accuracy are essential for success in this role.
Experience with Salesforce and strong proficiency in the Microsoft Office Suite are highly preferred.
ICONMA is a global information consulting management firm providing Professional Staffing Services and Project-Based Solutions for organizations in a broad range of industries.
Corporate Headquarters in Troy, Michigan; 20+ locations worldwide.
Certified Woman-Owned Business Enterprise (WBE); certified by Women’s Business Enterprise National Council, National Women Business Owners Corporation (NWBOC); and California Public Utilities Commission (CPUC).
Founded in 2000
2000+ Employees
The company was founded on the principle that success is derived from delivering high quality service and resources in the most responsive, flexible, and innovative way. ICONMA invests in people and resources with a single goal: To provide our customers with the highest quality service in the most responsive manner. Through its network of offices, ICONMA provides the resources to help clients maintain their competitive advantage.
Skills
Bond Marketunmatched
Business Solutionsunmatched
Communication Skillsunmatched
Credit Analysisunmatched
Cross-Functionalunmatched
Customer Relationship Management (CRM)unmatched
Customer Support/Serviceunmatched
Data Analysisunmatched
Data Entryunmatched
Data Qualityunmatched
Detail Orientedunmatched
Documentationunmatched
ERP (Enterprise Resource Planning)unmatched
Establish Prioritiesunmatched
Financial Auditunmatched
Financial Statementsunmatched
Health Planunmatched
Loan Structuringunmatched
Maintain Complianceunmatched
Microsoft Officeunmatched
Microsoft Product Familyunmatched
Microsoft SharePointunmatched
Multitaskingunmatched
Order Managementunmatched
Organizational Skillsunmatched
Presentation/Verbal Skillsunmatched
Project Executionunmatched
Project/Program Managementunmatched
Purchase Ordersunmatched
Salesunmatched
Sales Supportunmatched
Salesforce.comunmatched
Team Playerunmatched
Technical Leadershipunmatched
Time Managementunmatched
Writing Skillsunmatched
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