Customer and Sales Support Representative - Manufacturing and Engineering (ZR_17562_JOB)

This is a remote position.

Job Highlights

• Contract type: Independent Contractor
• Job Title: Customer and Sales Support Representative
• Schedule: Monday to Friday, 9am to 6pm Pacific with an hour unpaid break
  
  

Job Summary

The Customer and Sales Support Representative

focuses on providing essential administrative support to the sales team. Responsibilities

include managing CRM data, tracking leads, handling customer inquiries, creating projects

and quotes based on project specifications, sending sales orders to customers, and

ensuring smooth workflow within sales operations.

Key Communication Partners

• BD Sales Rep – for quoting and streamlining new project planning.
• Project Coordinator– for assigning available resources to projects.
• Customers– for managing inquiries and providing support.
• Account Receivable Team– for addressing invoicing and sales order-related questions.
• COO– for obtaining necessary approvals.
  
  

Primary Responsibilities (include But Are Not Limited To)

• Customer and Lead Management:
• Enter new leads and customers into CRM.
• Track and follow up on open leads and quotes with sales representatives.
• Project and Quote Management:
• Create and enter new projects for quoting.
• Generate and send quotes to customers based on project specifications.
• Update ongoing project values as necessary.
• Sales Order Processing:
• Create and send sales orders to customers.
• Coordinate with project coordinators to assign resources to new projects.
• General Sales Support:
• Schedule and conduct follow-up meetings with sales representatives about open leads
  
  

and quotes.

• Maintain accurate records of projects and sales transactions to support smooth sales
  
  

operations.

Requirements

• 2+ years of experience in sales support, customer service, or a similar role, preferably in an energy or technical services environment.
• Experience in Manufacturing and Engineering services is a big plus.
• Proficiency with CRM software (e.g., Salesforce, HubSpot) for lead and customer data management.
• Strong understanding of sales processes, including lead tracking, quoting, and order processing.
• Excellent written and verbal communication skills for effective customer interaction and cross-departmental collaboration.
• High attention to detail for accurate data entry, quote generation, and sales documentation.
• Strong organizational and multitasking abilities to manage multiple leads, orders, and inquiries.
• Proficiency in Microsoft Office Suite, particularly Excel and Word, for recordkeeping and reporting purposes.
• Ability to work independently and as part of a team in a fast-paced environment.
• Basic understanding of invoicing processes and experience collaborating with accounts receivable teams.
  
  

Benefits

Independent Contractor Perks:

• HMO Coverage on Eligible Locations
• Permanent Work from home
• Immediate Hiring
• Steady Freelance Job
  
  

Please note that since this is a permanent work-from-home position and an “Independent Contractor” arrangement, the candidates must have their own computer and internet connection. They will handle their own benefits and taxes. The professional fees are on hourly rates and the rate depends on your performance in the application process.

ZR_17562_JOB