Sales Operations Support
Help monitor and respond to inbound customer chat inquiries, routing as needed
Assist with completing basic customer/vendor forms (RFIs, ACH requests, etc.)
Support task management for Account Managers (e.g., out-of-office coverage)
Help manage account assignments by reviewing data (duplicates, geography, device counts)
Partner with Finance to assist with invoice requests and customer follow-ups
Salesforce Data Quality & Hygiene
Assist in identifying and resolving duplicate Accounts and Contacts in Salesforce
Support cleanup of Opportunities (ownership, stages, close dates, and related records)
Update and maintain Account information, including billing details and key attributes
Help validate customer and sales data using Method (former CRM) when discrepancies arise
Learn how to evaluate sources of truth and document data updates
Process Improvement & Learning
Document repeatable processes and data cleanup steps
Support ongoing data governance efforts
Participate in identifying opportunities to improve data quality and operational efficiency

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