Sales Operations Support
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Help monitor and respond to inbound customer chat inquiries, routing as needed
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Assist with completing basic customer/vendor forms (RFIs, ACH requests, etc.)
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Support task management for Account Managers (e.g., out-of-office coverage)
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Help manage account assignments by reviewing data (duplicates, geography, device counts)
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Partner with Finance to assist with invoice requests and customer follow-ups
Salesforce Data Quality & Hygiene
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Assist in identifying and resolving duplicate Accounts and Contacts in Salesforce
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Support cleanup of Opportunities (ownership, stages, close dates, and related records)
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Update and maintain Account information, including billing details and key attributes
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Help validate customer and sales data using Method (former CRM) when discrepancies arise
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Learn how to evaluate sources of truth and document data updates
Process Improvement & Learning
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Document repeatable processes and data cleanup steps
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Support ongoing data governance efforts
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Participate in identifying opportunities to improve data quality and operational efficiency
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Key team members

David James

Derek Fournier

Dorie Wallace

Anandi Raman Creath
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