Sales Support Specialist

Summary

AppDirect offers a subscription commerce platform that enables organizations to sell products through any channel and on any device as a service. The Sales Support Specialist supports accurate and timely order processing, quote preparation, documentation validation, system updates, and resolution of order issues while coordinating with cross-functional teams.

Responsibilities

• Assist with daily order entry tasks to ensure all requests are logged accurately and timely
• Use the ticketing system to manage incoming order requests, quotes, and communications
• Process standard quotes and administrative documentation as requested by stakeholders
• Validate order packages to ensure accuracy, legibility, completeness, and proper authorization prior to submission
• Submit orders to the provider(s) and confirm successful acceptance
• Communicate effectively via multiple channels (email, chat, AppDirect Office, and phone)
• Maintain real-time updates in CRM and ticketing systems throughout the order lifecycle
• Uphold compliance standards and complete all required training
• Follow established protocols to report any data discrepancies or order issues to senior staff
• Troubleshoot and resolve order issues or data discrepancies to ensure successful processing
• Input and verify order data against standard reports to ensure basic alignment
• Assist with building, mapping, and maintaining order tracking and reporting dashboards
• Guide advisors through carrier portals, forms, and submission processes
• Provide light post-activation assistance when necessary to ensure a smooth customer experience
• Support cross-functional teams with general data entry or other operational needs as assigned

Skills

• You are a highly organized and detail-oriented individual who excels at data entry and administrative tasks
• You enjoy working in a structured environment where accuracy and efficiency are paramount
• You take pride in ensuring that every order is processed correctly and that all documentation is complete
• As a reliable communicator, you are comfortable coordinating with various teams to ensure a smooth administrative workflow and are dedicated to meeting daily processing goals
• Strong interest in developing a career in order management, operations, or administrative support
• Strong attention to detail with the ability to validate data accuracy across multiple systems and platforms
• Proficiency with CRM and ticketing systems, with a track record of maintaining real-time, accurate records throughout the order lifecycle
• Excellent written and verbal communication skills with the ability to manage multiple channels simultaneously (email, chat, phone)
• Ability to work within defined SLAs and KPIs while maintaining high standards of quality and compliance
• A dependable team player with a focus on following instructions and completing repetitive tasks with high precision
• Comfort working cross-functionally with teams such as Commissions, Channel, and Operations
• Strong troubleshooting and problem-solving skills to identify and resolve process or order-related issues

Qualifications

Must Haves

• You are a highly organized and detail-oriented individual who excels at data entry and administrative tasks
• You enjoy working in a structured environment where accuracy and efficiency are paramount
• You take pride in ensuring that every order is processed correctly and that all documentation is complete
• As a reliable communicator, you are comfortable coordinating with various teams to ensure a smooth administrative workflow and are dedicated to meeting daily processing goals
• Strong interest in developing a career in order management, operations, or administrative support
• Strong attention to detail with the ability to validate data accuracy across multiple systems and platforms
• Proficiency with CRM and ticketing systems, with a track record of maintaining real-time, accurate records throughout the order lifecycle
• Excellent written and verbal communication skills with the ability to manage multiple channels simultaneously (email, chat, phone)
• Ability to work within defined SLAs and KPIs while maintaining high standards of quality and compliance
• A dependable team player with a focus on following instructions and completing repetitive tasks with high precision
• Comfort working cross-functionally with teams such as Commissions, Channel, and Operations
• Strong troubleshooting and problem-solving skills to identify and resolve process or order-related issues

Benefits

• Regular employees may be eligible for performance-based bonuses