Senior Sales Support Associate

Location: This is a hybrid role. Must be able to commute into the Coppell, TX office twice per week.

Basic Function

The Sales Coordinator works in a high-paced environment and uses a service-oriented approach to support the retention and new sales teams in the Large Market space.  This person will be responsible for using CPQ and Salesforce to enter renewal orders and new sales orders for the entire large firm team.  This person will need to have the ability to access orders in SAP to validate information and use MyAccount on the CCH website, for a myriad of customer facing issues. The Sales Coordinator will need to stay ahead of the volume of related orders that are received.  This role is one that every team member will rely upon to process the orders timely and accurately.  The role is not limited to the orders, they may be called upon to help address billing inquiries and from time to time speak directly with a customer on a related matter.  This position is a vital role in the overall success of the team and the throughput that will keep then entire team running more smoothly.

Essential Duties and responsibilities

• Input new sales orders, add ons, cancellations and rekeys
• Creating cases and facilitating, tracking and communicating the resolution with clients and internal partners (billing, collections, renewal etc..)
• Manage 60-day and 30-day upcoming client renewal calendar to ensure timely payments and avoid past due notices.
• Act as lead for working with Finance and Collections on outstanding receivable requests or communication payment delays to Finance do to CCH billing issues
• Champion and track complex support issues and cases
• Assist in coordination with Training and Consulting and Customer Success teams (change request; licensing)
• Coordinate licensing during M&A
• Assist in ongoing sales initiatives/programs
• Administration of contract database, including gathering and storing agreements
• Manage contract timelines
• Provide day to day general sales support for assigned sales team
• Back up Billing Specialist for resolution of open invoice challenges

Job Qualifications

Education:  High School Diploma or equivalent required, college degree preferred.

Experience:

• 1 – 3 years experience in customer service or sales support
• Experience using Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Adobe Acrobat, Access Database)
• Near proficiency with Excel

Preferred Experience:

• Prior experience successfully coordinating and managing administrative tasks
• Prior experience in a professional environment
• Prior experience in a customer-focused environment
• Prior experience in a sales and/or marketing organization

Other Knowledge, Skills, Abilities or Certifications:

• Proficiency with Salesforce CPQ, and general knowledge of back office billing systems, SAP, scheduling systems
• Demonstrated ability to create positive working relationships with coworkers and leaders
• Strong customer service and interpersonal skills
• Willingness to learn and be self-motivated
• Demonstrated ability to work independently and meet deadlines consistently with minimal supervision
• Good organizational skills and ability to prioritize work effectively to meet business needs
• Excellent English language skills required, both verbal and written
• Ability to work flexible schedule and manage overtime as required to meeting objectives during peak season.
• Ability to transfer and/or input data into systems or documents with a high degree of accuracy