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Job Description
Role & responsibilities
- Support school and program setup activities, including webstore validation, webstore setup, source code creation, Blue Cherry setup, and Blue Cherry maintenance through HubSpot or other internal systems.
- Assist with sales operations requests including pricelist setup, customized assortment authorization forms, sales imports to HubSpot, and maintenance of accurate customer and account information.
- Coordinate bulk order management activities, including quote preparation, purchase agreement support, order entry, revisions, and follow-up communication.
- Maintain and support assigned account groups, including TIN account management and other account maintenance tasks as assigned.
- Develop and maintain prospect contact lists to support sales outreach, pipeline development, and customer growth initiatives.
- Apply a working understanding of the sales cycle, school account processes, HubSpot workflows, Kibo/webstore processes, and internal support systems to complete requests efficiently.
- Communicate clearly with sales, account management, operations, and internal support teams to confirm requirements, resolve questions, and minimize delays caused by handoffs or time zone differences.
- Participate in status calls, project updates, and feedback loops to ensure requests are completed accurately and on time.
- Follow documented SOPs while also using good judgment to handle conversational, interactive, or project-based requests that may require clarification or prioritization.
Preferred candidate profile
- Experience in sales support, account coordination, customer service, order management, or a related administrative support role.
- Strong attention to detail and commitment to accuracy in data entry, order processing, account setup, and system maintenance.
- Ability to understand and follow established processes, SOPs, and workflow requirements while adapting to changing priorities.
- Comfort working in multiple systems such as CRM platforms, order management tools, webstore platforms, spreadsheets, and internal ticketing or request systems.
- Clear written and verbal communication skills, with the ability to ask effective questions, document updates, and provide timely status communication.
- Strong organizational skills with the ability to manage multiple requests, deadlines, and follow-up items simultaneously.
- Ability to work independently while collaborating effectively with sales, account management, operations, and technical support teams.
- Demonstrated problem-solving skills and willingness to learn school sales processes, product setup requirements, customer workflows, and internal systems.
- CRM and workflow management: HubSpot, Smartsheet
- Order, account, and webstore systems: Blue Cherry, Kibo
- Productivity and reporting tools: Microsoft Office, including Teams, Excel, PowerPoint and Word
Perks and benefits
- Insurance Benefits - Health, Accident and Term Life
- Fixed Annual Bonus
- Hybrid work (4 Days from office)
Skills
OperationsSales OperationsInstallationOrder ManagementSalesSales SupportBulkOrder FulfillmentSalesSales CycleSales OperationsIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
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