Related skills
crm data analysis salesforce netsuite excel๐ Description
- Process work orders, change orders, MSAs, transfers, and debookings per policy.
- Provide rationale for approvals/rejections during WO/CO/MSA reviews.
- Review Salesforce opportunities and approve Closed Won deals.
- Enter order terms and product details in ERP/CRM systems.
- Collaborate with sales ops, field sales, and service delivery to resolve issues.
- Maintain NetSuite master data and support revenue reporting metrics.
๐ฏ Requirements
- Bachelor's degree (finance/accounting preferred).
- 1-2 years professional experience.
- Time management and organization skills.
- Strong attention to detail.
- Proficient with Outlook, Excel, Word.
- Proficient in English with strong communication skills.
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