Job details
Job type full-time
Full job description
Sales operations - account set up & onboarding coordinator
Job summary
The sales operations account set up & onboarding coordinator works directly with sales, client success, operations, project management and customers to provide sales support and to set up new accounts and onboard clients while providing the very best service.
Primary functions:
Manage the creation of new accounts by managing and processing customer data, legal contracts, and customer pricings and service entity setups for all north america and latin america.
Support the maintenance of existing customer accounts and provide ongoing account setup support.
Manage deal desk tasks and provide sales support related to opportunities and cpq.
Support requests to update price change requests, cross branch invoicing, contract renewals, salesforce updates and various account adjustments as assigned.
Manage the customer profile in total recall and salesforce.com
Support integration and conversion teams to complete customer mapping and account setup imports for acquisitions
Responsible for collaborating with operations and client success on the onboarding process.
Partner closely with the sales operations and sales enablement teams
Communicate regularly with direct supervisor to notify him or her of any potential issues, including but not limited to those relating to your job, or those relating to the customer.
Other responsibilities:
Comply with all company policies and procedures.
Other duties as assigned by regional director.
Education and years of experience:
High school diploma or equivalent required.
Past work experience in a service industry and/or a team focused environment required.
Client experience account set up & onboarding coordinator knowledge, skills and abilities:
Must have strong attention to detail.
Superior verbal and written communication skills with the ability to quickly establish trust and reliability over the phone.
Must possess problem solving and analytical skills with the ability to evaluate issues and conflicts and make timely decisions that benefit both the customer and the business
Must possess basic computer and keyboard skills.
Must possess excellent time management and organizational skills.
Ability to work collaboratively in a team environment.
Must have the ability to communicate with diplomacy and tact.
Equal opportunity employer/protected veterans/individuals with disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicantHowever, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information41 cfr 60-1.35(c)
