Wolters Kluwer Coppell , TX 75019
Posted 2 days ago
Location: This is a hybrid role. Must be able to commute into the Coppell, TX office twice per week.
Basic Function
The Sales Coordinator works in a high-paced environment and uses a service-oriented approach to support the retention and new sales teams in the Large Market space. This person will be responsible for using CPQ and Salesforce to enter renewal orders and new sales orders for the entire large firm team. This person will need to have the ability to access orders in SAP to validate information and use MyAccount on the CCH website, for a myriad of customer facing issues. The Sales Coordinator will need to stay ahead of the volume of related orders that are received. This role is one that every team member will rely upon to process the orders timely and accurately. The role is not limited to the orders, they may be called upon to help address billing inquiries and from time to time speak directly with a customer on a related matter. This position is a vital role in the overall success of the team and the throughput that will keep then entire team running more smoothly.
Essential Duties and responsibilities
Input new sales orders, add ons, cancellations and rekeys
Creating cases and facilitating, tracking and communicating the resolution with clients and internal partners (billing, collections, renewal etc..)
Manage 60-day and 30-day upcoming client renewal calendar to ensure timely payments and avoid past due notices.
Act as lead for working with Finance and Collections on outstanding receivable requests or communication payment delays to Finance do to CCH billing issues
Champion and track complex support issues and cases
Assist in coordination with Training and Consulting and Customer Success teams (change request; licensing)
Coordinate licensing during M&A
Assist in ongoing sales initiatives/programs
Administration of contract database, including gathering and storing agreements
Manage contract timelines
Provide day to day general sales support for assigned sales team
Back up Billing Specialist for resolution of open invoice challenges
Job Qualifications
Education: High School Diploma or equivalent required, college degree preferred.
Experience:
1 - 3 years experience in customer service or sales support
Experience using Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Adobe Acrobat, Access Database)
Near proficiency with Excel
Preferred Experience:
Prior experience successfully coordinating and managing administrative tasks
Prior experience in a professional environment
Prior experience in a customer-focused environment
Prior experience in a sales and/or marketing organization
Other Knowledge, Skills, Abilities or Certifications:
Proficiency with Salesforce CPQ, and general knowledge of back office billing systems, SAP, scheduling systems
Demonstrated ability to create positive working relationships with coworkers and leaders
Strong customer service and interpersonal skills
Willingness to learn and be self-motivated
Demonstrated ability to work independently and meet deadlines consistently with minimal supervision
Good organizational skills and ability to prioritize work effectively to meet business needs
Excellent English language skills required, both verbal and written
Ability to work flexible schedule and manage overtime as required to meeting objectives during peak season.
Ability to transfer and/or input data into systems or documents with a high degree of accuracy
The above statements are intended to describe the general nature and level of work being performed by most people assigned to this job. They are not intended to be an exhaustive list of all duties and responsibilities and requirements.
Wolters Kluwer