This role involves close collaboration with assigned sales teams, art production and sales operations. You will ensure the accurate, timely delivery and monitoring of the basic sales production job operations including but not limited to Contract creation, payment link setup, art uploads, art inquiries and new request assistance.

Majority of services will be provided via Salesforce Case and dashboard management however ability to effectively communicate with sales via phone is a requirement when clarifications on requests are needed.

Requested Services: Monitor case board for sales requests to:

o   Build custom quotes via Salesforce CPQ for the client's product suite

o   Update Payment Requests to client via Chargent request, aligning with CPQ builds

o   Future field builds to ask for limited fields.  Phase 1 will send with defaults.

o   Process requests for final art upload or repeat

o   Complete Data requests in Salesforce

o   Complete targeting requests

Pro-active management:  Monitor Payment dashboards to:

o   Update and send chargent requests for signed contracts not completed within 72 hours of contract signing.  Rules of engagement TBD.

o   Send updated payment requests to clients with credit cards expiring in 30 days

o   Monitor post-job closing Client agreed cases to ensure supporting documentation has been loaded.  Outreach to sales via case for missing documentation. 

o   Reporting of non-compliance/response.

Requirements

• Prior hands-on experience/knowledge of Salesforce CRM platform.

• Strong attention to detail with the ability to update records accurately.

• Excellent written and verbal communication skills.

• Familiarity with ticket management and customer relationship processes

• Can effectively communicate with sales teams and customers via phone and email

• Amenable to work night shift, weekends and holidays

• Amenable to work in Alabang, Muntinlupa City

• Can start ASAP

Please refer to job description.