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Job Description

This contract role will provide critical administrative support to Account Managers, ensuring efficient processing of quotes to orders, handling RMA (Return Material Authorization) and SRO (Service Request Order) tasks, and managing the tracking queue. These roles are designed to streamline sales operations and enhance customer experience by supporting the full order lifecycle and related administrative functions.

ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited to:

• Prepare, review, and process customer quotes and purchase orders.

• Ensure accurate entry of customer and shipping data into ERP/CRM systems (e.g., SyteLine, Salesforce).

• Generate order confirmations and invoice requests (limited volume).

• Proactively identify and resolve order discrepancies or delays.

• Initiate and track RMA and SRO requests, ensuring timely resolution.

• Maintain detailed records of all RMA/SRO activities and communications.

• Coordinate with internal teams (service, operations, logistics) for efficient processing and follow-up.

• Monitor and update the tracking queue for orders, returns, and service requests.

• Communicate order status, tracking information, and delivery timelines to Account Managers and customers.

• Escalate issues or delays to appropriate internal teams for resolution.

• Maintain comprehensive records in CRM/ERP systems for all transactions and customer interactions.

• Support data accuracy and troubleshoot system-related issues as needed.

• Serve as a liaison between Account Managers, sales, operations, finance, and service teams.

• Respond promptly to customer inquiries and resolve service-related issues.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Skills and Requirements

• Minimum 3 years’ experience in sales support, inside sales, or similar administrative roles.

• Proficiency in ERP and CRM systems (SyteLine, Salesforce preferred).

• Excellent verbal and written communication skills.

• Attention to detail and accuracy in data entry and documentation.

• Ability to work independently and collaboratively with internal and external teams.

• Familiarity with Microsoft Office Suite (Word, Excel, PowerPoint).

• HIPAA Certification (provided)