Data Entry Specialist

Aston CarterRandolph, WI
$26 - $26Remote

About The Position

This Data Entry Specialist role focuses on accurately processing sales-related data and documentation from initial opportunity intake through order completion. You will maintain up-to-date records across multiple systems, support account executives with proposal and order workflows, and ensure all customer-facing documents are accurate, complete, and delivered on time. The position requires strong attention to detail, excellent organizational skills, and the ability to work both independently and collaboratively in a fast-paced environment.

Requirements

  • Proven data entry experience with a focus on accuracy and completeness.
  • Experience working with Salesforce for data entry, opportunity management, and record maintenance.
  • Proficiency with Excel for managing and transferring detailed specifications and data.
  • Organizational skills with the ability to manage multiple tasks, priorities, and deadlines.
  • High attention to detail, particularly in documentation, formatting, and data accuracy.
  • Ability to work independently with minimal supervision while meeting established timelines.
  • Ability to collaborate effectively with sales teams and other cross-functional partners in a fast-paced environment.
  • Clerical and administrative support experience related to order entry and documentation handling.
  • Comfort working with sales-related data, proposals, and order workflows.

Responsibilities

  • Process incoming A&B opportunities and manage workflow from initial intake through completion.
  • Create and maintain electronic and physical folders for assigned account executives to ensure organized and accessible documentation.
  • Update and maintain accurate data in Salesforce, including opportunity details, stages, and related records.
  • Prepare and process customer proposals, ensuring all required information is complete and delivery occurs by established deadlines.
  • Review proposal formatting for accuracy and consistency before distribution to customers.
  • Coordinate internal approvals with sales managers to ensure proposals meet internal requirements.
  • Distribute finalized proposals to customers and ensure all related communications are documented.
  • Save proposal communications and documentation in appropriate folders and systems for future reference and compliance.
  • Process sales team re-quotes and update opportunity stages in Salesforce to reflect current status.
  • Manage new order processing, including booking orders in Visual according to established procedures.
  • Create and maintain orders across Visual, SOD Database, and Salesforce to ensure data consistency and traceability.
  • Archive dead or lost opportunities in accordance with internal processes and documentation standards.
  • Support overall opportunity flow management between A&B, sales teams, and customers to maintain smooth and timely progression.
  • Assist with data entry and specification management, including transferring detailed specifications into Excel when needed.
  • Collaborate with cross-functional teams to resolve data issues, clarify requirements, and maintain data accuracy across systems.

Benefits

  • Medical, dental & vision
  • Critical Illness, Accident, and Hospital
  • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
  • Life Insurance (Voluntary Life & AD&D for the employee and dependents)
  • Short and long-term disability
  • Health Spending Account (HSA)
  • Transportation benefits
  • Employee Assistance Program
  • Time Off/Leave (PTO, Vacation or Sick Leave)
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