Job Description:
Based on assigned region and/or additional assigned customers, and/or additional assigned tasks, and or assigned teams. One or many of these responsibilities may be assigned to you. Includes but not limited to the following tasks:
Customer Order Fulfillment
Based on assigned region and/or additional assigned customers, and/or additional assigned tasks, and or assigned teams. One or many of these responsibilities may be assigned to you. Includes but not limited to the following tasks:
Customer Order Fulfillment
- Provides order administration for all the clients products; includes but not limited to the
- following tasks:
- Creates SF Opportunities and sales orders (Send to Finance) based on assigned regions
- and additional customers as necessary: which includes the gathering of all appropriate
- paperwork which could include any of the following: new customer form, W9, tax exempt,
- PO, signed proposal, signed web order form.
- Calls Customers as required for clarification of paperwork needs.
- Coordinates with Sales Account Reps with orders they need processed.
- If assigned, process hardware orders in Oracle.
- If assigned, coordinate with finance order requirements for shipping hardware.
- If assigned, coordinate with finance the sales process through Tensoft add on.
- Responds to customer hardware/software/professional service/payments order inquiries.
- Responds to Sales Account Rep hardware/software/professional service/
- payments order inquiries.
- Responds to customer hardware/software/professional service/payments billing inquiries.
- Responds to Sales Account Rep hardware/software/professional service/ payments
- billing inquiries.
- Coordinates with finance all data entry for Opportunities.
- As available helps finance with the Customer Order Update forms for warranty services,
- regards the customer inquiries.
Customer Issues:
- If they come into the Sales Inbox or Cases, as appropriate, research, documents and
- communicates customer problems to the Sales Account Rep and/or submits to the Client Services team or Onboarding team or Payment Support teams.
- Uses appropriate information systems, CRM SF, to enter status.
CRM maintenance
- Maintains customer information in CRM SF tool with coordination to finance, marketing, client services, professional services, onboarding.
- Works with colleagues to maintain accurate, up to date field data, notes, attachments, and reports.
- Prepares and communicates status if required during monthly Sales meetings. Vendor Forms and Registrations
- Applies/registers and maintains Vendor Forms required, attach to SF records.
- Coordinates with finance for maintenance of forms.
RFP Response and Support
- Facilitates the RFP process as assigned.
- Receives and catalogues all Requests for Proposal.
- Works with Sales Team to evaluate Requests For Proposals (RFPs) to determine percentage of fit and recommends appropriate course of action relative to a "Bid or No Bid " response.
- Work with Sales Team members to provide accurate estimates and proposal pricing documents.
- Works with Operations team to choose appropriate training and product deployment/Go Live dates and resources for proposals.
- Work with Production Management to answer appropriate product related questions in the RFP.
- Responsible for preparation, copies and completion of the client proposal responses.
- Seeks approval from management to secure financial retainer for districts that require it as part of the response process.
- Responsible for timely submission of response to district.
- Coordinates and communicates active RFP status on a routine basis to sales team and management. Coordinate Competitive Information
- Coordinate and update database of Competitive Information.
Skills:
- Solicit and specify information types to retrieve from sales and others in the market to assist in understanding the market settings and competitive landscape for our products.
- Review competitor websites and literature for updated information. d) Review requested RFP submissions for competitor responses.
- Communicate when specific new competitive product features are uncovered so we may determine how to promote against them or add them to our products.
Payment Paperwork Processing
- Coordinate completion of paperwork required to submit for new online meal payments and /or Store setup to the Onboarding Team.
- Coordinate completion of paperwork required to submit for new credit card acceptance at the Point of Sale systems to the Onboarding Team.
- Coordination of any additional paperwork updating required for payments processing.
- Coordinate completion of documentation in the online boarding portal for submissions of new online meal payment and/or Store setup to the Onboarding Team.
- Attaches all documentation to the SF record.
Compensation: $25.00 - $28.00 per hour
Who We Are
High Bridge is a bottom-up consulting firm with more than two decades of experience creating innovative solutions for the technology industry.
- • We connect thoughtfully curated talent with reputable employers in our field.
- • We partner with like-minded companies to bolster mutual success and understanding.
- • We deliver results through strategic planning and meticulous project management.
At High Bridge, we believe that success is a measure of results and process, product and person. We are proud to bring integrity and humanity to the work that we do each day. Whether we’re interviewing prospective associates, brainstorming with partners, or troubleshooting with vendors, we pledge our commitment to honesty, transparency, and good humor at every junction.
Careers
Are you passionate about technology? Do you believe in no finish lines? Are people and process the heel in your stride? High Bridge Consulting may be the next journey for you.
Here at High Bridge, our island is technology, but our village is human. We value a culture of authenticity, integrity, and creativity. We work smart, not hard, we look forward, not backward, and we love coming to work on Monday.
If you aren’t afraid of heights, join us on our bridge.
(if you already have a resume on Indeed)