Sales Operations Associate

Client Support Clearwater, Florida


Description

Position at j2 Cloud Services

The Sales Operations Associate is responsible for the daily processing of orders and invoices, customer and sales queries, business customer support, and other administrative tasks assigned by the team manager. The Sales Operations Associate will also be responsible for all phases of the renewal sales process including contacting customers with expiring contracts and generating quotes.


Essential Duties and Responsibilities

  • Gather order information, review, and process orders and invoices in a timely manner
  • Monitor phone queue and address customer service calls
  • Provide backup to other team members and assist with the queue of orders
  • Proactively contact customers with expiring contracts, generate renewal quotes, and ensure renewals are complete
  • Follow up in a timely manner on all Customer inquiries
  • Report issues to the Team Leader or Manager

 

The above are the Sales Operation Associate’s primary duties and responsibilities, which are not limited to these specific tasks and are subject to change.

Qualifications / Skills

  • At least 1 year of experience providing customer support 
  • Excellent computer skills (working knowledge of MS Office suite is a must!)
  • Strong phone presence and verbal communication skills
  • Detail-oriented, effective written communication skills, ability to multi-task
  • Active listening, time management and judgement skills
  • Team player and fast learner with a solid work ethic

Preferred Skills

  • Prior experience with Salesforce and/or Great Plains is a plus!
  • Basic knowledge of accounting

Communication

Education / Experience

  • High School diploma required