Related skills
crm documentation accounting audit invoicesπ Description
- Prepare and issue sales documents; verify project details.
- Maintain CRM, ledgers, trackers, and RIBITS; ensure audit-ready docs.
- Process payments; coordinate with accounting for closing docs routing.
- Respond to client and consultant inquiries; support proposals and communications.
- Submit updates to agencies; support reporting and audits.
- Assist with miscellaneous duties as needed.
π― Requirements
- 1β2 years of experience in administrative support, sales support, or transactional processing.
- Thrives in a dynamic, process-driven environment with shifting priorities.
- Strong attention to detail; manage accurate, complete, audit-ready docs.
- Bachelor's degree or equivalent administrative/sales support experience.
- Experience maintaining multiple record systems (CRM, trackers/ledgers) and workflows.
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