Initiate DocuSign Envelopes to customers and InTouch Signatories.
January 05, 2023
Updates ERP system as needed- Creating/managing new dealer accounts, updating/adding parts pricing/descriptions, loading and modifying freight program specs, drafting SAP work instructions for education and optimization of ERP system use.
January 17, 2023
Assist in contracting customer transitions to new software platforms, insuring a seamless billing transition and minimal customer disruption.
February 16, 2023
Support Customer inquires and requests, or route to appropriate department as needed.
March 15, 2023
Checks orders to ensure accuracy of product and quantity shipped- tracks order confirmations to and from dealers, manages the release of back-ordered products as available.
March 28, 2023
Provides customer with details of unit prices, shipping dates, anticipated delays, and any additional information needed by customer.
April 13, 2023
Prepares weekly sales reports, assists sales reps with needed supplies, dealer order history, and any other info needed.
April 22, 2023
Records and follows up on orders to ensure delivery by specified dates.
April 26, 2023
Calculates/relays final order costs to customer.
May 09, 2023
Works well in a team-oriented environment.
May 18, 2023