Sales Support Associate (Order Management)

AppDirect•Chicago, IL

About The Position

AppDirect is seeking a highly organized and detail-oriented Sales Support Associate with a focus on Order Management. This role is crucial for ensuring the accurate and timely processing of orders, quotes, and administrative documentation. The ideal candidate will excel in a structured environment, possess strong data entry and administrative skills, and be a reliable communicator dedicated to meeting daily processing goals. You will play a key role in maintaining data accuracy within CRM and ticketing systems, validating order packages, and ensuring successful order submission and acceptance by providers. This position offers an opportunity to develop a career in order management, operations, or administrative support within a values-driven company that fosters diversity and inclusion.

Requirements

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.

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.
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.