Data Entry Specialist
Peerless Fence, West Chicago, IL, United States
Overview
The Data Entry Specialist is responsible for supporting accurate communication of project specifics between the sales department and the operations department. They maintain professional communication between departments and assist with all relevant information needed to install a successful project. This highly meticulous role verifies clerical and mathematical accuracy of projects sold.
Role and Responsibilities
Enter project details into company programs / applications
Manage project documents and audit for completeness and compliance
Assist with project budget and commission calculations
Verify order accuracy (material specifications, footage, etc.)
Review each residential project for appropriate documentation, formatting and required deposit
Support processing and entry of commercial projects to a lesser degree of detail
Assign project next steps and necessary follow-up to the correct staff members within the company
Act as liaison between sales staff and operations staff
Contact customers for payment information if needed
Calculate and input accurate budget and commission information for each project
Verify CFS estimate details with contract documents
Review contract drawings to verify measurements against CFS estimate provided
Alert sales team of major errors that may require a change order
Make corrections to small dollar value errors that can be easily corrected
Input customer work orders & change orders
Complete other office support duties (collections calls, internal compliance audits, etc.)
Deliver the Peerless Promise with Quality, Service & Integrity
Required Skills
Strong math acumen
Previous experience with data entry
Maintain a professional demeanor at all times
Meticulousness, attention to detail and accuracy
Excellent verbal and written communication skills
Ability to excel in a fast‑paced environment
Self‑motivated to achieve daily responsibilities
Expert problem‑solving and critical‑thinking skills
Proficient in baseline computer applications and functionality, including Gmail/GSuite and CRM software
Ability to effectively prioritize tasks
Objectives
Resolve customer concerns as related to contract documents and payments – 5%
Create, verify, and assign projects in Salesforce & ComputerEase – 30%
Compare CFS estimate, budget, and contract to ensure they match, and correct if not – 30%
Calculate budgets and commissions – 30%
Preferred Skills
Previous experience with Salesforce
Previous experience in the construction industry
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The Data Entry Specialist is responsible for supporting accurate communication of project specifics between the sales department and the operations department. They maintain professional communication between departments and assist with all relevant information needed to install a successful project. This highly meticulous role verifies clerical and mathematical accuracy of projects sold.
Role and Responsibilities
Enter project details into company programs / applications
Manage project documents and audit for completeness and compliance
Assist with project budget and commission calculations
Verify order accuracy (material specifications, footage, etc.)
Review each residential project for appropriate documentation, formatting and required deposit
Support processing and entry of commercial projects to a lesser degree of detail
Assign project next steps and necessary follow-up to the correct staff members within the company
Act as liaison between sales staff and operations staff
Contact customers for payment information if needed
Calculate and input accurate budget and commission information for each project
Verify CFS estimate details with contract documents
Review contract drawings to verify measurements against CFS estimate provided
Alert sales team of major errors that may require a change order
Make corrections to small dollar value errors that can be easily corrected
Input customer work orders & change orders
Complete other office support duties (collections calls, internal compliance audits, etc.)
Deliver the Peerless Promise with Quality, Service & Integrity
Required Skills
Strong math acumen
Previous experience with data entry
Maintain a professional demeanor at all times
Meticulousness, attention to detail and accuracy
Excellent verbal and written communication skills
Ability to excel in a fast‑paced environment
Self‑motivated to achieve daily responsibilities
Expert problem‑solving and critical‑thinking skills
Proficient in baseline computer applications and functionality, including Gmail/GSuite and CRM software
Ability to effectively prioritize tasks
Objectives
Resolve customer concerns as related to contract documents and payments – 5%
Create, verify, and assign projects in Salesforce & ComputerEase – 30%
Compare CFS estimate, budget, and contract to ensure they match, and correct if not – 30%
Calculate budgets and commissions – 30%
Preferred Skills
Previous experience with Salesforce
Previous experience in the construction industry
#J-18808-Ljbffr