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Order and Invoice Coordinator - Temporary

JOB SUMMARY

 

This cross-functional role, through effective, timely and active communication, will be responsible for coordinating invoicing and order processing.  This highly valued and action-oriented team member will be part of a talented team supporting annual sales objectives.  Key metrics for the role include on-time submission of invoicing, accurate order entry, and administrative support to provide reporting and data to business leaders.

 

PRINCIPLE DUTIES AND RESPONSIBILITIES

 

  1. Coordinate order booking from PO receipt to order acknowledgement and complete commercial steps of the order booking process
  2. Review pending orders for proper scope, pricing, terms, and delivery, input new sales orders into CRM/ERP system and submit order acknowledgements to required parties.
  3. Perform regular status updates of quote backlog and order status
  4. Maintain all sales order files in shared drives. Ensure accuracy and completeness for record keeping and audit purposes
  5. Process invoice requests from Operations to Finance. Review for accuracy and procedural compliance
  6. Administer all post-order activities (internal and external change orders, escalation, etc.) during project execution
  7. Manage data and reporting requirements for Commercial and Operational teams
  8. Develop and manage work orders for respective sales orders per defined process for generation, maintenance, and reporting.
  9. Develop and maintain CRM/ERP work instructions for all applicable processes supported in this role.
  10. Develop and manage re-work activity per defined process for order generation, maintenance, and reporting.
  11. Enter complete and accurate order data into CRM/ERP

 

KNOWLEDGE, SKILLS & ABILITIES

 

  1. Basic understanding of Service business process and practices
  2. Competent in business acumen, including sales, profitability, and customer engagement
  3. Proficient in Microsoft Office applications
  4. Manage through complex situations and make decisions independently with limited information
  5. Customer-focused mindset with proven ability to respond quickly to internal and external customer needs
  6. Strong coordination and influencing skills
  7. Strong verbal and written communication skills to effectively communicate with all levels of the organization
  8. Strong interpersonal and leadership skills
  9. Integrative team working style
  10. Results oriented
  11. Possess a professional communication style when interfacing with internal and external customers

 


 

EDUCATION AND EXPERIENCE

Required Education / Experience

  1. Associate degree and or 2 years job experience