In depth background in a remote set-up of work similar to freelancing as an Independent Contractor (deep understanding on the pros & cons involved in this industry).
Hands-on experience with Zoho platform (e.g., integration, ordering functions, and workflow automation)
Experience with B2B Zoho set-up
Strong understanding of the complete ordering process and how to optimize them using the CRM platform
Ability to work cross-functionally with supply chains, sales, and customer success teams
Strong problem-solving skills with a proactive approach to identifying and fixing CRM-related issues.
Strong written and verbal communication skills.
Quick problem solver- think quick on their feet and tackle challenges with confidence.
Prior customer service experience- ability to turn customer concerns into positive experiences.
Adaptable and reliable- able to manage priorities in a start-up phase.
Familiarity with CRM systems, order portals, invoicing tools, and spreadsheet software.
Ability to stay organized, meet deadlines, and work independently with minimal supervision.
Reliable internet connection and consistent availability during designated hours.
Responsibilities:
Maintain and optimize the CRM platform and streamline sales, order fulfillment, and invoicing workflows.
Monitor incoming orders via email and portals throughout the day, confirm receipt, track status, and address discrepancies.
Issue purchase orders, confirm dispatch, and follow up to ensure timely fulfillment.
Serve as the main contact for inquiries, updates, and order-related communication between customers and vendors.
Generate and send invoices, and ensure all order-related documentation is organized and up to date.
Proactively manage fulfillment issues, provide quality control, and escalate complex problems as needed.