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Sales Support Administrator

Milestone Environmental Services

  • Houston, Texas
  • 16 days ago

    Highlights

    Provide administrative support for Livegistics, including maintaining customer information, assisting users with routine questions, and identifying system-related issues requiring additional support. Follow up with Sales representatives and Operations personnel regarding missing or incomplete tickets, customer information, and supporting documentation needed for accurate and timely billing.

    Numbers & Facts

    LocationHouston, Texas

    Description

    • Provide daily administrative and operational support to the Sales team, ensuring timely completion of customer requests, documentation, and internal processes.
    • Assist with new customer onboarding, including collecting credit applications, customer information, required forms, and supporting documentation.
    • Enter, update, and maintain accurate customer account information in Livegistics, Business Central, and other applicable company systems.
    • Assist with the collection, organization, and maintenance of customer Master Service Agreements (MSAs), amendments, renewals, and related documentation.
    • Maintain accurate electronic records of customer contracts, account information, correspondence, and supporting documentation.
    • Assist with obtaining, tracking, and maintaining Certificates of Insurance (COIs) and other customer-required documents.
    • Coordinate with Sales, Billing, Finance, and Operations to ensure customer information, account details, and required documentation are accurate and complete.
    • Follow up with Sales representatives and Operations personnel regarding missing or incomplete tickets, customer information, and supporting documentation needed for accurate and timely billing.
    • Research and assist in resolving routine customer account discrepancies, billing questions, and ticket-related issues, escalating complex matters to the Sales Support Manager.
    • Provide administrative support for Livegistics, including maintaining customer information, assisting users with routine questions, and identifying system-related issues requiring additional support.
    • Assist with maintaining accurate information between Livegistics, Business Central, and other sales-related systems.
    • Prepare, update, and maintain sales reports, customer account trackers, contract logs, and other departmental records as requested.
    • Assist Sales representatives with customer correspondence, documentation requests, presentations, and other administrative needs.
    • Monitor outstanding customer setup requirements, documentation requests, and administrative tasks to ensure timely follow-up and completion.
    • Support the preparation and distribution of sales-related reports, customer information, and internal communications.
    • Maintain organized electronic filing systems to ensure customer and sales documentation is readily accessible and current.
    • Follow established departmental procedures and Standard Operating Procedures (SOPs) to ensure consistency, accuracy, and efficiency.
    • Identify recurring administrative issues, documentation gaps, and opportunities for process improvements, communicating recommendations to the Sales Support Manager.
    • Maintain confidentiality of customer information, pricing, contracts, and other sensitive company records.
    • Perform additional administrative duties and special projects as assigned to support departmental objectives and company operations.

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