About the Role
We are seeking a highly organized, proactive, and detail-oriented Customer and Sales Support Specialist to support our client's sales, customer service, and operational teams. This role will be responsible for managing customer enquiries, preparing quotations, processing orders, maintaining accurate CRM records, and providing essential administrative support to ensure smooth day-to-day business operations. The ideal candidate has experience in B2B sales support, customer service, order processing, or back-office administration and is comfortable working with international customers and cross-functional teams.
Key Responsibilities
1. Customer and Sales Support
- Assist the sales team with preparing, formatting, and issuing customer quotations based on pricing, specifications, and commercial requirements.
- Ensure quotations contain accurate customer details, product information, pricing, quantities, and terms.
- Record quotations in the CRM and maintain visibility over their status.
- Follow up on outstanding quotations to identify customer interest, next steps, and potential sales opportunities.
- Prepare sales documents, customer proposals, order confirmations, and other sales-related materials.
- Support incoming leads and customer enquiries, ensuring requests are directed and followed up appropriately.
- Maintain accurate records of sales opportunities, quotation activity, and customer communications.
- Identify opportunities for customer re-engagement and additional follow-up.
- Provide administrative support to sales representatives to help them focus on customer relationships and business development.
2. Order Processing and Coordination
- Receive and process customer orders, ensuring all required information is captured accurately.
- Review order details, including product specifications, quantities, pricing, delivery information, and customer requirements.
- Enter and update order information in CRM, ERP, or order management systems.
- Prepare order confirmations and communicate relevant details to customers and internal stakeholders.
- Monitor order progress and coordinate with relevant teams regarding production updates, outstanding information, and delivery schedules.
- Keep customers informed of order status changes and expected timelines.
- Identify discrepancies or missing information and coordinate with stakeholders to resolve them promptly.
- Maintain organised order records and supporting documentation.
- Support order coordination across international business operations.
3. CRM Management and Data Entry
- Maintain accurate and up-to-date customer, prospect, contact, and company records within the CRM.
- Enter and update customer details, sales activities, quotations, orders, and follow-up notes.
- Ensure customer interactions and sales activities are consistently documented.
- Track outstanding tasks, customer commitments, and follow-up dates.
- Identify duplicate, incomplete, or outdated records and support database maintenance.
- Follow established naming conventions, processes, and data management standards.
- Generate or update basic reports relating to customer enquiries, quotations, orders, and sales support activities.
- Maintain reliable and accurate customer and sales information.
4. Administrative and Back-Office Support
- Provide general administrative support to sales and customer service teams.
- Manage routine data entry, document preparation, digital filing, and record maintenance.
- Monitor shared inboxes and task queues, ensuring requests are assigned, actioned, or escalated appropriately.
- Coordinate internal follow-ups to ensure outstanding tasks and customer requests are completed.
- Prepare spreadsheets, reports, trackers, and operational documents as required.
- Assist in maintaining standard operating procedures, templates, and internal documentation.
- Organize customer records, quotations, purchase orders, and business documents.
- Identify opportunities to improve administrative workflows, reduce manual errors, and increase efficiency.
- Handle confidential customer and commercial information responsibly.
5. Internal Coordination and Process Improvement
- Collaborate with sales, customer service, and operations teams to ensure smooth information flow.
- Communicate customer requirements, order updates, outstanding actions, and potential issues clearly.
- Escalate urgent customer concerns, pricing discrepancies, order errors, and other matters requiring management attention.
- Maintain visibility over assigned tasks and ensure deadlines and service expectations are met.
- Follow established workflows while identifying opportunities to streamline repetitive tasks.
- Adapt to evolving business needs and support different administrative and customer-facing functions as required.
Qualifications and Experience
- Previous experience in customer service, sales support, order processing, sales administration, or back-office operations.
- Experience supporting a B2B business is highly desirable.
- Background in manufacturing, wholesale, packaging, distribution, or a product-based business is an advantage.
- Experience preparing quotations, processing orders, maintaining customer records, and coordinating follow-ups.
- Familiarity with CRM platforms such as HubSpot, Salesforce, Zoho, or similar systems.
- Proficiency in Microsoft Office or Google Workspace, particularly spreadsheets, email, and document management.
- Strong written and verbal English communication skills.
- Experience working with international customers or geographically distributed teams is beneficial.
- Ability to manage multiple tasks, maintain accurate records, and meet deadlines with minimal supervision.
Additional Notes
- Work Setup: Office-based(must report at our office in Eastwood, Quezon City)
- Schedule: Monday - Friday, 4:00PM to 1:00AM Manila Time (follows UK Hours)
Note:As part of our recruitment process, we conduct a background check on all hired candidates. Please ensure that all required documents are prepared and submitted promptly.