Sales Support Coordinator
Location: Lewisville, TX
Pay: $27-$36 hour
Schedule: Monday-Friday 8am-5pm
Responsibilities & Expectations:
As a Sales Support Coordinator, you will play a vital role in supporting our sales and operations teams by managing vendor relationships, handling customer inquiries, and ensuring smooth invoicing and documentation processes. Your work will be crucial in maintaining customer files, processing payments, and coordinating with various departments to ensure efficient project setup and completion.
- Vendor Management: Coordinate the collection of essential documentation from vendors, including W9 forms, OSHA logs, EMR, and Certificates of Insurance (COI).
- Customer COI Requests: Manage and respond to customer requests for Certificates of Insurance in a timely and accurate manner.
- Inquiry Resolution: Address customer and vendor inquiries related to invoicing, purchase orders (PO), and other transactional matters.
- Document Management: Complete and submit required vendor and customer documentation, ensuring compliance with all necessary standards and guidelines.
- Accounts Receivable Support: Assist in customer collections efforts by tracking outstanding payments and facilitating communication between customers and finance teams.
- Invoicing Support: Prepare Time and Materials (T&M) and Fixed Price job details for invoicing, ensuring accuracy and timely submission.
- Customer File Maintenance: Oversee the creation and maintenance of customer accounts in the system, including credit reviews, terms and conditions (T&C), Master Service Agreements (MSA), and Non-Disclosure Agreement (NDA) reviews.
- Cross Departmental Collaboration: Work closely with various departments, ensuring seamless communication and support for ongoing projects and initiatives.
- Project Setup in NetSuite: Assist in the setup of projects in NetSuite, ensuring proper documentation and alignment with customer agreements.
- Payment Processing: Process credit card payments in accordance with company procedures, ensuring timely and accurate transactions.
- Vendor PO Management: Process and track vendor purchase orders (POs) to ensure the smooth flow of materials and services.
- Reviewing terms and conditions and contracts for MSA’s and NDA’s
- Set-up and review projects in NetSuite
- Work with customers and seller to receive PO for projects
- Responsible for job folder preparation for invoicing
- Assist with month-end closing and other administrative tasks, as needed
- Prepare invoicing for NetSuite
Qualifications and Competencies:
- Excellent interpersonal skills, including the ability to build rapport with current and potential customers
- Critical attention to detail
- Excellent communication skills, both oral and written
- Ability to understand, perform and retain various job-related training
- Flexible with hours, overtime, and some weekend work
- Proficient in MS Office suite