Order Management & Data Specialist

Firstbase; United States; On-site; USD 40,000 - 45,000; Full time

Job summary

AppDirect is seeking an organized, detail-focused administrator to manage daily order entry and support cross-functional teams. You will use CRM and ticketing systems to log requests, process quotes, and verify orders for accuracy and proper authorization.

The role requires effective multi-channel communication and strict adherence to SLAs and data integrity. As part of our operations, you will maintain real-time order updates, assist with dashboards, and provide light post-activation support to

Qualifications

• Strong experience with CRM and ticketing platforms.
• Excellent attention to detail and data accuracy across systems.
• Proven ability to communicate clearly across channels (email, chat, phone).
• Capable of meeting defined SLAs and KPIs with high quality.

Responsibilities

• Log and process daily order entries accurately and timely.
• Use CRM and ticketing systems to manage orders and communications.
• Prepare standard quotes and documentation for stakeholders.
• Validate orders for completeness and proper authorization.
• Submit orders to providers and confirm acceptance.
• Maintain real-time order lifecycle updates in systems.
• Adhere to compliance and complete required training.
• Escalate and report data discrepancies to senior staff.
• Troubleshoot order issues to ensure successful processing.
• Handle routine data entry and reporting dashboards.
• Guide advisors through provider portals and submission processes.
• Provide light post-activation support for smooth customer experience.

Skills

CRM proficiency

Ticketing systems

Data accuracy

Excellent communication

Cross-functional collaboration

Attention to detail

SLAs & KPIs

Team player

Tools

CRM software

Ticketing software

Job description

AppDirect is seeking an organized, detail-focused administrator to manage daily order entry and support cross-functional teams. You will use CRM and ticketing systems to log requests, process quotes, and verify orders for accuracy and proper authorization.

The role requires effective multi-channel communication and strict adherence to SLAs and data integrity. As part of our operations, you will maintain real-time order updates, assist with dashboards, and provide light post-activation support to