Workflow Administrator

Job Description

I.             POSITION SUMMARY               

Perform a multitude of workflow tasks within the Sales Services department. Workflow administration through the Autotask administrative desktop. Supports all internal and external customers.

II.            POSITION EXPECTATIONS

• Manage workflow for the Sales Services team (Customer Service/Sales Support)
• Facilitate team collaboration and communication through all departments
• Assist in Coordinating and managing a system to track, plan and accomplish workflow in a timely fashion using Autotask task ticketing system
• Streamline departmental processes and procedures to ensure continued efficiency and consistency
• Set departmental goals and work with managers to measure performance against those goals
• Recommend reprioritizations in workflow when necessary to mitigate unforeseen problems
• Compose and coordinate the bid proposal area technical response as well as the coordination of the submission
• Coordinate, develop and execute the sales meeting process as necessary
• Create templates for business reviews for the sales organization
• Contribute in customer account implementation and set up
• Compose correspondence and create marketing materials
• Perform research and create presentations
• Generate various reports for management
• Update data files
• Collaborate, direct and lead the work of others within the department
• Maintains customer confidence and protects operations by keeping information confidential 
• Maintains a safe and clean working environment by complying with policies, procedures, and regulations
• Other duties as assigned

III.           SUPERVISORY RESPONSIBILITIES

This position has no supervisory responsibilities.

IV.          MINIMUM QUALIFICATIONS & SKILLS

                Education, Certifications and/or Licenses

Associate degree or equivalent from two-year College or technical school; or four years related experience and/or training; or equivalent combination of education, training and experience

Experience:

• Experience with Microsoft Word and Excel is required.
• Experience with Adobe Acrobat is preferred, but not required.
• Experience with Microsoft Dynamics AX is preferred, but not required.

Knowledge/Skills:

• Proficient with Microsoft Office Suite applications
• Excellent written and verbal skills
• Strong analytical capabilities and problem-solving skills
• Strong organizational skills
• Excellent customer service and communication skills
• Flexible, positive attitude with ability to work in a deadline driven environment
• Ability to perform multiple, simultaneous complex assignments without direct supervision
• Service minded
• Able work independently and/or collaboratively within a team – willing to roll up your sleeves and help the team get work done
• Manage and organize time to meet objectives and deadlines
• Lives and leads by Impact’s values and serves as an example of the best we want to see in our team
• Able to interact professionally with customers, vendor partners, and fellow employees
• Highly motivated to learn and grow - self-directed and proactive
• Reliable and responsive
• Demonstrate honesty, integrity, and conscientiousness – care about doing the right thing, not the easy thing
• Possess a positive attitude
• Solution oriented
• Innovative mindset – demonstrate flexibility and problem-solving skills when met with challenges

V.            PHYSICAL DEMANDS                                

The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job.

While performing the duties of this job, the associate may be required to do the following:

• Perform activities such as balance, bend/stoop, crouch, kneel, push/pull, reach, squat.
• Remaining in a stationary position, often standing or sitting for prolonged periods.
• Moving about to accomplish tasks or moving from one worksite to another.
• Communicating with others to exchange information.
• Repeating motions that may include the wrists, hands and/or fingers.
• Assessing the accuracy, neatness and thoroughness of the work assigned.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions               

VI.          WORKING CONDITIONS AND ENVIRONMENT               

The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job.

While performing the duties of this job, the associate regularly works in a typical business office environment.