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Serrala · 3 weeks ago

Sales Service Representative

United States

Contract

Remote

Mid Level

$48K/yr - $50K/yr

3+ years exp

Serrala is a global leader in finance process automation, seeking a Sales Service Representative to support the sales team and ensure efficient operation of sales-related activities. The role involves customer interaction, administrative tasks, and data management to facilitate successful sales processes.

FinanceFinancial ServicesInformation TechnologyPayments

Growth Opportunities

Responsibilities

Responsible for communicating effectively and professionally with customers in a timely manner including answering customer enquiries, clarifying commercial problems or concerns and providing information about contracts, invoices and transactions (not products or services)

Primary point of contact for customers regarding commercial issues. This may involve pricing, contract terms, invoices, or renewals. You should be able to competently answer customer queries in these areas and, if necessary, work with other departments to find solutions

Build and maintain a strong, positive, and honest bond with customers. Starting after the first contract, collecting customer information and purchase orders

Assist the sales team with administrative tasks, including order processing (PO + CIF collection), contract management, and invoice generation

Maintain and update the customer database with accurate and current information (not enter initial data)

Track transactions and communicate updates to customers if needed

Identify customers who have exceed their agreed licenses

Prepare (in case of renewals) and maintain sales contracts, agreements, and other legal documents

Ensure that all sales-related documentation is complete, accurate, and compliant with company policies and regulations

Provide sales managers with insights and recommendations potential cross-/upsell

Other duties as assigned

Qualification

Sales administration experienceCRM systems proficiencyOrganizational skillsCommunication skillsSales processesCustomer-focused attitudeProblem-solving skillsAttention to detailTeamwork ability