Sales Support Associate

AppDirect; 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

About You

You are a highly organized and detail-oriented individual who excels at data entry and administrative tasks. You enjoy working in a structured environment where accuracy and efficiency are paramount. You take pride in ensuring that every order is processed correctly and that all documentation is complete. As a reliable communicator, you are comfortable coordinating with various teams to ensure a smooth administrative workflow and are dedicated to meeting daily processing goals.

What you'll do and how you'll have an impact

• 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.

What we're looking for

• 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;
• Comfort working cross-functionally with teams such as Commissions, Channel, and Operations.
• Strong troubleshooting and problem-solving skills to identify and resolve process or order-related issues.

At AppDirect, we believe that innovation thrives in an environment that houses diversity of excellence, experience and thought. We respect each AppDirector as their own fingerprint; unique with no one alike. We foster an environment of inclusion without regard to race, religion, age, sexual orientation, or gender identity enabling AppDirectors to embrace their uniqueness to do their best work. As such, we strongly encourage applications from Indigenous peoples, racialized people, people with disabilities, people from gender and sexually diverse communities, and/or people with intersectional identities.

At AppDirect we take privacy very seriously. For more information about our use and handling of personal data from job applicants, please read our Candidate Privacy Policy. For more information of our general privacy practices, please see AppDirect Privacy Notice: https://www.appdirect.com/about/privacy-notice

At AppDirect, AI tools may assist our recruitment team with administrative automations — always under human oversight. AI tools do not make hiring decisions or solely automated decisions about your candidacy – all decisions are made by our people. By submitting your application, you acknowledge that your information may be processed in this way. You may request access or deletion at any time by contacting [e-mail].