Data Entry / Customer Service Associate

Jacobs & Thompson Inc; Toronto; On-site; CAD 45,000 - 55,000; Full time

Job summary

A leading sales operations firm in Toronto is seeking a detail-oriented Data Entry / Customer Service Associate. The ideal candidate will manage customer data, process orders, and ensure effective communication with internal teams and customers. Proficiency in Microsoft Excel and CRM systems is strongly preferred. Join a dynamic team where your organizational and communication skills will be valued.

Qualifications

• 1–3 years of experience in a customer service or data entry role.
• Must possess strong attention to detail and organizational skills.
• Ability to handle confidential or sensitive information.

Responsibilities

• Accurately enter and update customer and sales data in CRM systems.
• Process sales orders, purchase requests, and account updates.
• Respond to customer inquiries regarding order status and billing issues.

Skills

Attention to detail

Organizational skills

Communication skills

Proficiency in Microsoft Office

Customer-oriented demeanor

Education

Associate or bachelor’s degree preferred

Tools

CRM platforms

Excel

Job description

Overview

We are seeking a detail-oriented and customer-focused individual to join our Sales Operations team as a Data Entry / Customer Service Associate. This role supports the efficiency of the sales process by managing customer data, processing orders, assisting with CRM updates, and ensuring accurate and timely communication with both internal teams and external customers.

Responsibilities

• Accurately enter and update customer and sales data in CRM systems
• Process sales orders, purchase requests, and customer account updates in a timely manner
• Respond to customer inquiries via email or phone regarding order status, billing issues, or general support
• Assist the sales team with administrative tasks including quote preparation, data reporting, and lead follow-ups
• Maintain accurate records of customer interactions and transactions
• Collaborate with Sales, Finance, and Logistics to ensure seamless order fulfillment and issue resolution
• Flag inconsistencies or gaps in sales data and assist with clean-up projects as needed
• Support internal reporting by gathering and formatting sales data for dashboards or presentations
• Help document and improve operational workflows related to data and customer service

Qualifications

• Associate or bachelor’s degree preferred
• 1–3 years of experience in a customer service or data entry role, ideally within a sales or operations environment
• Proficiency in Microsoft Office (especially Excel); experience with CRM platforms is a strong plus
• Excellent attention to detail and organizational skills
• Strong communication skills and a professional, customer-oriented demeanor
• Ability to work independently and manage time effectively in a fast-paced environment
• Comfortable handling confidential or sensitive information

Preferred Skills

• Familiarity with B2B sales cycles or order management processes
• Basic knowledge of reporting tools or dashboards (e.g., Excel PivotTables, Power BI, Tableau)