Technology Services Administrator
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Job Description
POSITION SUMMARY:
Technology Services Administrator works with Engineers and Sales Teams, daily to process sales orders, invoices, purchase orders, and various tasks to support the Technology Services Team.
PRINCIPAL DUTIES AND RESPONSIBILITIES:
1. Manage information in E-Automate and Connectwise
a. Load customer and contact information; submit credit applications
b. Manage billing and taxing for customers
c. Create, categorize, and name items
2. Order Processing and Purchasing
a. Create Purchase and Sales orders
b. Communicate with product vendors about pricing and availability
c. Navigate vendor portals to create and place orders
d. Track orders and shipping details
e. Communicate equipment timelines with internal Technology Services teams
f. Creating RMA/RTVs and working with distributors on returns
3. Receive and bill orders
a. Receive and serialize products once delivered
b. Invoice customers for products
4. Bill Professional Services
a. Analyze time detail report for the ticket and create sales invoice
b. Analyzing SoW for correct billable rates and fixed fees
c. Check for billable time for customers who are time & materials only
5. Enter data for commissions for Engineers, Technology Services Sales Reps, CX team, and Copier Reps
a. Create deals and enter data in SSK
b. Distribute commission details to the copier rep and corresponding manager receiving commission; collect commission sheet back
c. Enter data into spreadsheet for copier reps and corresponding manager
6. Assist with other duties
a. Enter sales packets/contracts in PowerFlow and file them.
7. Assist with establishing and reviewing department processes, as well as any additional duties that may be related to the department and not specifically defined here.
KNOWLEDGE, SKILLS, AND ABILITIES:
1. Knowledge: This position requires 2-5 years of general administrative experience including extensive knowledge of Microsoft Outlook, Word and Excel programs.
2. Skills: Must possess excellent communication, interpersonal, and customer service skills. Must be detail-oriented and accurate.
3. Abilities: Ability to meet deadlines and complete various tasks on a daily basis. Must also have the ability to work well with others. Is able to work independently while staying on task and using forward thinking.
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.