Job Description

• Provide daily administrative and operational support to the Sales team, ensuring timely completion of customer requests, documentation, and internal processes.
• Assist with new customer onboarding, including collecting credit applications, customer information, required forms, and supporting documentation.
• Enter, update, and maintain accurate customer account information in Livegistics, Business Central, and other applicable company systems.
• Assist with the collection, organization, and maintenance of customer Master Service Agreements (MSAs), amendments, renewals, and related documentation.
• Maintain accurate electronic records of customer contracts, account information, correspondence, and supporting documentation.
• Assist with obtaining, tracking, and maintaining Certificates of Insurance (COIs) and other customer-required documents.
• Coordinate with Sales, Billing, Finance, and Operations to ensure customer information, account details, and required documentation are accurate and complete.
• Follow up with Sales representatives and Operations personnel regarding missing or incomplete tickets, customer information, and supporting documentation needed for accurate and timely billing.
• Research and assist in resolving routine customer account discrepancies, billing questions, and ticket-related issues, escalating complex matters to the Sales Support Manager.
• Provide administrative support for Livegistics, including maintaining customer information, assisting users with routine questions, and identifying system-related issues requiring additional support.
• Assist with maintaining accurate information between Livegistics, Business Central, and other sales-related systems.
• Prepare, update, and maintain sales reports, customer account trackers, contract logs, and other departmental records as requested.
• Assist Sales representatives with customer correspondence, documentation requests, presentations, and other administrative needs.
• Monitor outstanding customer setup requirements, documentation requests, and administrative tasks to ensure timely follow-up and completion.
• Support the preparation and distribution of sales-related reports, customer information, and internal communications.
• Maintain organized electronic filing systems to ensure customer and sales documentation is readily accessible and current.
• Follow established departmental procedures and Standard Operating Procedures (SOPs) to ensure consistency, accuracy, and efficiency.
• Identify recurring administrative issues, documentation gaps, and opportunities for process improvements, communicating recommendations to the Sales Support Manager.
• Maintain confidentiality of customer information, pricing, contracts, and other sensitive company records.
• Perform additional administrative duties and special projects as assigned to support departmental objectives and company operations.