Communication Skills, Customer Relationship Management (CRM), Customer Relationship Management (CRM) Systems, Customer Satisfaction, Customer Support/Service, Document Management, Documentation, ERP (Enterprise Resource Planning), Establish Priorities, High School Diploma, Insurance Documentation, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Order Processing, Performance Metrics, Problem Solving Skills, Resolve Customer Issues, Return Merchandise Authorization (RMA), Returns Processing, SAP, Sales, Sales Management, Sales Support, Work From Home
Below mentioned is the job description for your reference:
Title: Invoice Reconciler 2
Location: Plymouth, MN, 55447
XXXX: XXXX/Hr.
Job Type : 6 months Contract
Schedule: Standard
Position Overview
Candidate will need flexibility to report to Plymouth office and work from home The Sales Process Associate is an individual contributor role that provides essential support to sales and sales management teams, ensuring that data is managed accurately and efficiently. This position supports both internal staff and customers by facilitating sales activities, maintaining documentation, and prioritizing work to achieve customer satisfaction and project excellence.
Core Responsibilities and Tasks
- Perform entry-level tasks within sales processes or sub-processes, meeting established performance metrics
- Facilitate new customer set-up and gather necessary documentation (such as vendor forms, W9, certificates of insurance, etc.)
- Provide entry-level support to customer sales efforts, collaborating closely with customers and internal teams to resolve issues
- Distribute customer communications after sales and installations, and assist in resolving customer requests and problems, delivering customized responses as needed
- Review, edit, organize, and manage proposal documents, specifications, and supporting materials on internal platforms
- Support SAP part number processes and may assist with account mapping and order entry
- Assist with account management tasks, update CRM data as directed, and generate and monitor reports
- Review, submit, and track job packages; process return merchandise authorization (RMA) requests
- Execute other duties as assigned
Position Requirements
Education:
- High school diploma or equivalent plus one year of applicable work experience, or associate s degree with demonstrated capability in comparable work
Knowledge & Experience:
- Strong communication skills
- Ability to communicate effectively within and across departments for alignment and information sharing
- Competence in understanding and executing entry-level organizational tasks with guidance
- Basic understanding of general business and sales concepts
- Familiarity with ERP and CRM systems (such as SAP)
- Basic knowledge of lean principles
Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint