Key Facts

Remote From:

Full time

Mid-level (2-5 years)

English

Hard Skills

Excel Formulas Verification And Validation Salesforce Logistics Pivot Tables And Charts Slack (Software) Analytics Queue Management Vlookups Filter Design Sales Management Informal Writing Precision Mechanics

Other Skills

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Google Sheets
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Operations
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Customer Service
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Teamwork
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Critical Thinking
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Detail Oriented
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Verbal Communication Skills

Roles & Responsibilities

BA/BS degree or equivalent university education
2-4 years of relevant experience in operations, data analysis, logistics coordination, or customer support
Strong Excel/Google Sheets skills (macros, pivot tables, filters, lookups)
Ability to work independently and in a team with strong English verbal and written communication (Slack and email)

Requirements:

Monitor the Ready for Booking contract queue in My Service Cloud and ensure timely processing
Process contracts in line with SOP guidelines and perform Excel macro checks to ensure supplier requirements are met
Regularly follow up on contracts that are incomplete in the booking process
Communicate issues discovered during booking to account managers and provide general sales operations support as needed

Job description

About AppDirect

Become a digital, global citizen and enable the new generation of digital entrepreneurs around the world. AppDirect offers a subscription commerce platform to sell any product, through any channel, on any device - as a service. We power millions of subscriptions worldwide for organizations. We do this by our values-driven culture—one that enables you to Be Seen, Be Yourself, and Do Your Best Work.

About You

We are looking for a detail-oriented Virtual Assistant to manage the submission of energy contracts. The primary objective is to ensure data provided by brokers/customers is accurate and meets supplier requirements for clean successful enrollments. This individual will be responsible for validating contract details using Excel automation tools and ensuring accurate, timely submissions to suppliers via email through My Service Cloud. Precision, a keen eye to detail and the ability to critically analyze situations is essential.

What you’ll do and how you’ll have an impact

Monitoring Ready for Booking contract queue in My Service Cloud.
Processing contracts through SOP guidelines and Excel macros checks to ensure supplier requirements are upheld.
Regularly follow up on contracts that transitioned to incomplete status within the booking process.
Communicate to account managers issues that were discovered when booking contracts.
Provide general sales operations support as needed when available.

What we’re looking for

BA/BS degree or similar university education
2-4 years of relevant experience in operations, data analysis, logistics coordination, or customer support.
Ability to work both independently and within a team environment
Strong English verbal and written communication skills, especially over Slack and email.
Strong skills in Excel/Google Sheets (macros, pivot tables, filters, lookups)

About AppDirect

At AppDirect, we believe that innovation thrives in an environment that houses diversity of excellence, experience and thought. We respect each AppDirector as their own fingerprint; unique with no one alike. We foster an environment of inclusion without regard to race, religion, age, sexual orientation, or gender identity enabling AppDirectors to embrace their uniqueness to do their best work. As such, we strongly encourage applications from Indigenous peoples, racialized people, people with disabilities, people from gender and sexually diverse communities, and/or people with intersectional identities.

At AppDirect we take privacy very seriously. For more information about our use and handling of personal data from job applicants, please read our Candidate Privacy Policy. For more information of our general privacy practices, please see AppDirect Privacy Notice: https://www.appdirect.com/about/privacy-notice

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