Job Description

This role provides ERP system support to expedite workflows for our Sales Team members across our North American footprint.


This role is primarily focused on three (3) core functions within the Customer Experience module of Microsoft Dynamics 365 (“D365”): 1.


CUSTOMER ACCOUNT SET-UP Consult contract documentation to create new customer profiles on behalf of the Sales team.


Collaborate with the Customer Care team to resolve Account record inaccuracies.

  • 2.


    PIPELINE MANAGEMENT ADMINISTRATION Assist Sales team members with record creation for new leads or quotations.


    Create and update the contents of quote documentation folders within SharePoint.


    Update record Proposal Statuses upon award to initiate the Customer Care validation process.


    Collaborate with Customer Care and Sales teams to resolve quote record inaccuracies throughout the validation process.


    Support Sales individuals with cus...

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