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    Sales Support Associate (Order Management)

    AppDirect
    United StatesChicago
    Remote
    Entry Level
    Full Time
    22 days ago
    order managementCRMticketing systemsdata entryadministrative support

    Requirements

    • 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

    What You'll Do

    • 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

    About AppDirect

    AppDirect is a cloud-based software company that provides a platform for businesses to sell and manage their software subscriptions.

    New York, NY, US
    1000 - 5000
    eCommerce