Sales System Analyst

• Daily Operations:

• Monitor and manage Sales Systems inbox
• Respond to customer information requests and other inquiries
• Respond to internal information requests

• Customer Creation & Onboarding:

• Create prospect and customer accounts in Acumatica
• Complete onboarding tasks including questionnaires, surveys, EFT/ACH requests, etc.
• Coordinate with AR to activate customer accounts
• Collect and process setup documentation (W9, tax-exempt forms, etc.)
• Provide necessary RTH information to customers
• Review NDAs and T&C documents

• Customer Data Management:

• Update customer information in Acumatica
• Ensure accuracy and completeness of records
• Prepare imports for mass customer updates

• Special Process & SOP Documentation:

• Interview internal RTH employees to gather process details
• Compile and maintain internal-use-only standard operating procedures
• Ensure documentation is clear, accurate, and organized

• Special Pricing Documentation:

• Update and maintain customer-specific pricing records
• Create new pricing documents as needed
• Work with Sales Engineers (SE) and Account Ambassadors to establish nationwide margin standards
• Punchout pricing documentation and maintenance

Do you have experience in Customer inquiry handling?