Technology Services Administrator - Jefferson City, United States - GFI Digital

Description

POSITION SUMMARY:

Technology Services Administrator works with CXM, Engineers and Sales Teams, daily to process quotes, invoices, purchase orders, and various tasks to support the Technology Services Team.

PRINCIPAL DUTIES AND RESPONSIBILITIES:

1. Manage information in E-Automate and Connectwise

a. Load customer and contact information; submit credit applications

b. Manage billing and taxing for customers

c. Create, categorize, and name items

2. Create Sell quotes

a. Import product information

b. Work with OEM partners and distributors to obtain best pricing, including submitting deal registration

c. Calculate product margin

d. Link to CW Manage

3. Order Processing and Purchasing

a. Create Purchase and Sales orders

b. Communicate with product vendors about pricing and availability

c. Navigate vendor portals to create and place orders

d. Track orders and shipping details

e. Communicate equipment timelines with internal Technology Services teams

f. Creating RMA/RTVs and working with distributors on returns

4. Receive and bill orders

a. Receive and serialize products once delivered

b. Invoice customers for products

5. Assist with Technology Services inventory at the warehouse and branches

6. Bill Professional Services

a. Analyze time detail report for the ticket and create sales invoice

b. Analyzing SoW for correct billable rates and fixed fees

c. Check for billable time for customers who are time & materials only

7. Figure commissions for Engineers, Technology Services Sales Reps, CX team, and Copier Reps

a. Create and compile commission worksheets based on billed hardware and/or services

b. Distribute commission details to the team member receiving commission; collect commission sheet back

c. Send commission paperwork to Payroll department

8. Manage and setup MNS and ATS contracts

a. Create new customer contracts, once onboarded

b. Update contracts when new signed paperwork is received. Adjust server/workstation counts and pricing.

c. Process monthly recurring contract billings. Adjust billing as counts are adjusted for licensing.

9. Assist with other duties

a. Review the American Express statement and match costs to invoices

b. Pull Crayon/CSP, Datto, Barracuda, DUO etc. invoice and verify billing on customer contracts

c. Enter sales packets/contracts in PowerFlow and file them.

10. Assist with establishing and reviewing department processes, as well as any additional duties that may be related to the department and not specifically defined here.

KNOWLEDGE, SKILLS, AND ABILITIES:

1. Knowledge: This position requires 2-5 years of general administrative experience including extensive knowledge of Microsoft Outlook, Word and Excel programs.

2. Skills: Must possess excellent communication, interpersonal, and customer service skills. Must be detail-oriented and accurate.

3. Abilities: Ability to meet deadlines and complete various tasks on a daily basis. Must also have the ability to work well with others. Is able to work independently while staying on task and using forward thinking.

4. ConnectWise experience is preferred.

GFI Digital offers an excellent benefits package that includes health, dental, vision, life, STD, LTD, AD&D and a company matched 401K retirement program to all full-time employees. Paid time off at start date.