Order Entry & CRM Support Specialist

AppDirect, Inc; United States; On-site; USD 40,000 - 55,000; Full time

Job summary

AppDirect is seeking a highly organized orders administrator to support daily order entry, CRM updates, and cross-functional communication. You will log requests accurately, validate documentation, and ensure timely processing in a fast-paced environment.

The role also involves troubleshooting data discrepancies, building simple dashboards, guiding advisors through carrier portals, and maintaining real-time order lifecycle records while meeting SLAs.

Qualifications

• Strong interest in developing a career in order management, operations, or administrative support.
• Strong attention to detail with the ability to validate data accuracy across multiple systems and platforms.
• Proficiency with CRM and ticketing systems, with a track record of maintaining real-time, accurate records throughout the order lifecycle.
• Excellent written and verbal communication skills with the ability to manage multiple channels simultaneously (email, chat, phone).
• Ability to work within defined SLAs and KPIs while maintaining high standards of quality and compliance.
• A dependable team player with a focus on following instructions and completing repetitive tasks with high precision.

Responsibilities

• Assist with daily order entry tasks to ensure all requests are logged accurately and timely.
• Use the ticketing system to manage incoming order requests, quotes, and communications.
• Process standard quotes and administrative documentation as requested by stakeholders.
• Validate order packages to ensure accuracy, legibility, completeness, and proper authorization prior to submission.
• Submit orders to the provider(s) and confirm successful acceptance.
• Communicate effectively via multiple channels (email, chat, AppDirect Office, and phone).
• Maintain real-time updates in CRM and ticketing systems throughout the order lifecycle.
• Uphold compliance standards and complete all required training.
• Follow established protocols to report any data discrepancies or order issues to senior staff.
• Troubleshoot and resolve order issues or data discrepancies to ensure successful processing.
• Routine administrative tasks include:
• Input and verify order data against standard reports to ensure basic alignment.
• Assist with building, mapping, and maintaining order tracking and reporting dashboards.
• Guide advisors through carrier portals, forms, and submission processes.
• Provide light post-activation assistance when necessary to ensure a smooth customer experience.
• Support cross-functional teams with general data entry or other operational needs as assigned.

Skills

Detail oriented

Data entry

Communication

Organization

Teamwork

Tools

CRM software

Ticketing systems

Job description

AppDirect is seeking a highly organized orders administrator to support daily order entry, CRM updates, and cross-functional communication. You will log requests accurately, validate documentation, and ensure timely processing in a fast-paced environment.

The role also involves troubleshooting data discrepancies, building simple dashboards, guiding advisors through carrier portals, and maintaining real-time order lifecycle records while meeting SLAs.