- Monitor and respond to inbound customer chat inquiries, routing as needed
- Assist with completing basic customer/vendor forms (RFIs, ACH requests, etc.)
- Support task management for Account Managers
- Help manage account assignments by reviewing data
- Partner with Finance to assist with invoice requests and customer follow-ups
- Identify and resolve duplicate Accounts and Contacts in Salesforce
- Support cleanup of Opportunities
- Update and maintain Account information
- Help validate customer and sales data using Method CRM
- Document repeatable processes and data cleanup steps
Data AnalysisSalesforceMicrosoft Excel+2 more