Specific
Customer Database and Asset Management
Maintain accurate and up-to-date customer, contact, and asset records in Salesforce and the company's ERP system.
Create and update customer accounts, contact information, and relevant order and quotation data.
Register and maintain equipment serial numbers, including purchase dates, shipping dates, and warranty information.
Ensure data accuracy and consistency across relevant business systems.
Demo and Loaner Equipment Coordination
Coordinate the administrative management of Demo and Loaner equipment, including loan agreements, customer communication, shipments, and returns.
Prepare and maintain required shipping documentation, packing lists, and related forms for demonstrations, trade shows, and customer loans.
Monitor equipment availability, location, and return dates, ensuring accurate tracking in Salesforce.
Maintain Demo inventory records and ensure that all equipment and associated components are accounted for.
Coordinate the administration of ATA Carnets, including applications, renewals, and returns, as required.
Inventory and Administrative Support
Monitor and communicate stock availability to Sales and Customer Support colleagues.
Assist with inventory-related administrative tasks, record maintenance, and reporting.
Maintain and file relevant business documentation, including FedEx invoices and associated shipping records.
Provide general administrative support to Sales, Marketing, Customer Support, and Order Entry teams.
Facilitate effective communication and coordination between relevant departments.
Order Entry Support and Backup
Provide operational backup to the Order Entry team when required, including:
Process domestic and international customer orders, ensuring accurate entry of customer information, product details, pricing, and delivery requirements.
Verify purchase orders against quotations, product availability, and applicable customer agreements.
Prepare and maintain order confirmations, shipping information, and associated customer documentation.
Assist with the preparation of domestic and international shipping and export documentation in coordination with Logistics, carriers, freight forwarders, and other relevant parties.
Support compliance with applicable import and export requirements, including letters of credit where relevant.
Maintain accurate order records and support communication with customers and internal stakeholders throughout the order fulfillment process.
