Administrative Associate

Talentify; Dallas (TX); Hybrid; USD 42,000 - 54,000; Full time

Benefits offered by this job

Health Benefits

Referral Program

Growth opportunities

Job summary

Talentify is seeking an Administrative Associate in Dallas, TX for a hybrid role. The position focuses on data entry, order management, and ensuring accuracy of customer and project information across multiple systems.

The ideal candidate will have strong organizational and communication skills, experience with CRM software (Salesforce preferred), and the ability to work independently in a fast-paced environment while supporting sales and project teams.

Qualifications

• Strong organizational skills with high attention to detail.
• Excellent verbal and written communication abilities.
• Experience with Salesforce or similar CRM systems is preferred.
• Proven customer service and multi-tasking capabilities.
• Ability to work independently in a fast-paced environment.
• Experience in order management and cross-functional coordination.

Responsibilities

• Review POs, quotes, credit docs, and project data for completeness and accuracy.
• Coordinate with sales, project managers, customers and analysts to obtain documentation.
• Maintain accurate project and customer data in Salesforce, BMS, Vertex, CLM, and SharePoint.
• Ensure compliance with internal credit policies before final credit review.
• Communicate requirements, status, and timelines with internal and external stakeholders.
• Support sales by facilitating timely project approvals and reducing delays.

Skills

Organizational skills

Attention to detail

Verbal & written communication

Customer service

Multi-tasking

Independent work

Order management

Tools

Salesforce

Microsoft Office Suite

Job description

Our client, a Global Power Technology Leader company, is looking for a Administrative Associate for their Dallas, TX/Hybrid location.

Responsibilities:

• The hiring manager is looking for a data entry analyst to perform the following responsibilities:
• Review customer purchase orders, signed quotes, credit applications, tax-exempt certificates, project information sheets, payment bonds, and audited financial statements for completeness and accuracy.
• Coordinate with sales teams, project managers, customers and credit analysts to obtain required documentation and resolve discrepancies.
• Maintain accurate project and customer information across Salesforce, BMS, Vertex, CLM, SharePoint, and other internal systems.
• Ensure compliance with internal credit policies, documentation requirements, and project approval processes before assigning projects for final credit review.
• Communicate professionally with internal and external stakeholders regarding documentation requirements, project status, and credit approval timelines.
• Support the sales organization by helping facilitate timely project approvals and minimizing delays to production and project execution.

Requirements:

• The hiring manager is looking for a candidate with the following skills and qualifications:
• Strong organizational skills with exceptional attention to detail and the ability to manage multiple projects simultaneously.
• Excellent verbal and written communication skills with the ability to collaborate effectively with customers and cross-functional teams
• Proficiency with Microsoft Office applications and experience working in ERP, CRM, or business management systems (Salesforce experience preferred).
• Ability to work independently, prioritize competing deadlines, and deliver high-quality results in a fast-paced environment.
• Customer Service Skills
• Microsoft Suite Skills
• Multi-tasking
• The ideal candidate will have experience in order management and customer service.
• This individual will work closely with internal teams and communicate directly with customers to verify order details, confirm items, and provide follow-up as needed.
• The candidate will be responsible for reviewing purchase orders (POs) to ensure all information is accurate, including names, part numbers, quantities, and other relevant details. Strong attention to detail and accuracy are essential for success in this role.
• Experience with Salesforce and strong proficiency in the Microsoft Office Suite are highly preferred.

Why Should You Apply?

• Health Benefits
• Referral Program
• Excellent growth and advancement opportunities