Sales Coordinator
TLDR
Supports the Customer Success team by maintaining accurate customer and sales data, using Salesforce and Excel to drive data quality, process improvement, and cross-functional collaboration.
Sales Operations Support
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Help monitor and respond to inbound customer chat inquiries, routing as needed
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Assist with completing basic customer/vendor forms (RFIs, ACH requests, etc.)
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Support task management for Account Managers (e.g., out-of-office coverage)
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Help manage account assignments by reviewing data (duplicates, geography, device counts)
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Partner with Finance to assist with invoice requests and customer follow-ups
Salesforce Data Quality & Hygiene
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Assist in identifying and resolving duplicate Accounts and Contacts in Salesforce
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Support cleanup of Opportunities (ownership, stages, close dates, and related records)
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Update and maintain Account information, including billing details and key attributes
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Help validate customer and sales data using Method (former CRM) when discrepancies arise
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Learn how to evaluate sources of truth and document data updates
Process Improvement & Learning
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Document repeatable processes and data cleanup steps
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Support ongoing data governance efforts
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Participate in identifying opportunities to improve data quality and operational efficiency
Benefits
Remote-Friendly
fully remote crew of 150 GIF-loving humans
Patch My PC provides an enterprise patch management solution that simplifies and automates the deployment of third-party updates for Microsoft ConfigMgr, Intune, and WSUS. Serving over 10,000 customers and supporting more than 30 million devices, we empower IT and Security teams to enhance their security, streamline operations, and reclaim their time.