Management Business Solutions - Valuing Relationships - Delivering Results

Inside Sales Intake Specialist

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Location
Kentwood, MI
Job Type
Direct Hire
Date
Jun 19, 2017
Job ID
2493118
APPLY:
Send a resume:  apply@mgmtbsolutions.com
Visit our website:   www.mgmtbsolutions.com
 
SUMMARY:
Management Business Solutions is actively seeking an Inside Sales Intake Specialist for a company based in Kentwood, MI. This is a temporary to hire position, and this person will be required to work 30 hour a week. They will be responsible for project entry into a CRM software system, and will report directly to the Inside Sales Manager. The ideal candidate can prioritize, handle multiple projects at a time, and work in a fast-paced environment.
                                               
RESPONSIBILITIES:
  • Coordinate project entry phase into CRM.
  • Download and save project information to CRM in an organized and consistent fashion.
  • Add projects and related information into a CRM quoting system.
  • Scan and link project documents to CRM.
  • Arrange internal telecon meetings using Outlook.
  • Consistently review process and procedures and suggest changes as needed.
  • Updates daily spreadsheets and charts.
  • Performs basic recordkeeping and filing duties.
  • Uphold confidentiality and follow established guidelines and procedures.
  • Communicates clearly with team members.

QUALIFICATIONS:
  • At least 1 year of experience with CRM software required.
  • High School diploma or GED required.
  • Ability to manipulate worksheets/formulas/multiple worksheets required.
  • Proficient in Microsoft Word, Outlook, and Excel required.
  • Able to alter and access documents in Adobe.
  • Knowledge of standard offices practices and procedures.
 
MANAGEMENT BUSINESS SOLUTIONS IS AN EQUAL OPPORTUNITY EMPLOYER