About this opportunity
Insight Global lists this Sales Support opportunity in canal winchester, Ohio. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Job Description
nThe Sales Support Specialist will provide critical administrative support to Account Managers, ensuring efficient processing of quotes to orders, handling RMA (Return Material Authorization) and SRO (Service Request Order) tasks, and managing the tracking queue. These roles are designed to streamline sales operations and enhance customer experience by supporting the full order lifecycle and related administrative functions.
nESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited to:
n• Prepare, review, and process customer quotes and purchase orders.
n• Ensure accurate entry of customer and shipping data into ERP/CRM systems (e.g., SyteLine, Salesforce).
n• Generate order confirmations and invoice requests (limited volume).
n• Proactively identify and resolve order discrepancies or delays.
n• Initiate and track RMA and SRO requests, ensuring timely resolution.
n• Maintain detailed records of all RMA/SRO activities and communications.
n• Coordinate with internal teams (service, operations, logistics) for efficient processing and follow-up.
n• Monitor and update the tracking queue for orders, returns, and service requests.
n• Communicate order status, tracking information, and delivery timelines to Account Managers and customers.
n• Escalate issues or delays to appropriate internal teams for resolution.
n• Maintain comprehensive records in CRM/ERP systems for all transactions and customer interactions.
n• Support data accuracy and troubleshoot system-related issues as needed.
n• Assist in onboarding and training new team members on tools and standard processes.
n• Serve as a liaison between Account Managers, sales, operations, finance, and service teams.
n• Respond promptly to customer inquiries and resolve service-related issues.
n• Support retention efforts through follow-up communications and satisfaction surveys.
n• Ensure compliance with company policies, service standards, and regulatory requirements.
n• Conduct periodic audits of records and documentation for accuracy.
n• Recommend quality improvement actions based on recurring service issues.
nWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:
nSkills and Requirements
n• College degree preferred, or equivalent combination of education and experience
n• Minimum 3 years’ experience in sales support, inside sales, or similar administrative roles.
n• Proficiency in ERP and CRM systems (SyteLine, Salesforce preferred).
n• Strong organizational, interpersonal, and time management skills.
n• Excellent verbal and written communication skills.
n• Attention to detail and accuracy in data entry and documentation.
n• Ability to work independently and collaboratively with internal and external teams.
n• Familiarity with Microsoft Office Suite (Word, Excel, PowerPoint).
n• HIPAA Certification (provided, if required)
Worksite address
canal winchester, OH, 43110, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.