Note: The job is a remote job and is open to candidates in USA. Tokenworks Inc is a technology firm seeking a Sales Operations Assistant to support sales administration, order processing, invoicing, customer records, reporting, and collections. The role uses Zoho and Microsoft Excel to coordinate orders, reconcile information, follow up on outstanding payments, and assist customers and the sales team.
Responsibilities
- Create and manage quotes, sales orders, invoices, and customer records in Zoho
- Review incoming customer purchase orders and ensure they are processed accurately
- Work with the sales and fulfillment teams to make sure orders move from quote through shipment and invoicing
- Submit invoices and other documentation through customer procurement systems when required
- Assist the sales team with administrative tasks and customer follow-up
- Maintain accurate and organized customer and transaction records
- Use Zoho Books and Zoho CRM as core tools for managing customer, order, invoice, and sales information
- Create and maintain Excel spreadsheets used for sales, collections, reconciliation, and operational tracking
- Compare and reconcile information between different reports and systems
- Review outstanding accounts receivable on a regular schedule
- Organize, filter, clean, and analyze data to help the sales and operations teams answer questions and identify issues
- Help improve existing spreadsheets, reports, and administrative processes
- Contact customers regarding past-due invoices by email and phone
- Maintain clear notes regarding collection activity and next steps
- Research alternate customer contacts when necessary
- Work with accounting to investigate payments that customers report as having already been made
Skills
- • Strong Microsoft Excel skills
- • Experience working with Zoho CRM, Zoho Books, or similar CRM/accounting systems
- • Excellent attention to detail
- • Strong organizational skills and ability to manage multiple ongoing tasks
- • Comfortable working with invoices, payments, customer accounts, and basic financial information
- • Professional written and verbal communication skills
- • Comfortable contacting customers regarding outstanding payments
- • Ability to identify discrepancies and investigate them rather than simply processing information
- • Bachelor's (Required)
- • Zoho: 1 year (Required)
- • Previous experience in sales administration, sales operations, order management, accounts receivable, or a similar role
- • Experience creating invoices and sales orders
- • Experience with Excel functions such as XLOOKUP/VLOOKUP, SUMIFS, pivot tables, filtering, sorting, and data reconciliation
- • Experience working with customer purchasing or procurement portals
Benefits
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
Company Overview