JOB PURPOSE: To efficiently manage CRM processes within SAP Business One, ensuring seamless
coordination between sales, production, and finance. This role is responsible for
end-to-end quote and sales order management, proactive customer communication,
and providing accounting and administrative support as required.
KEY RESPONSIBILITIES:
1.CRM & Sales Support
·Generate
and dispatch accurate customer quotes using SAP Business One.
·Verify
quotes for pricing accuracy, applicable discounts, and adherence to company
terms.
·Convert
approved quotes into sales orders and communicate effectively with the Studio
and Production teams.
·Monitor
job progress within the Studio, providing proactive updates to both customers
and internal teams.
·Serve as
the primary point of contact for quote follow-ups, order confirmations, and job
status updates.
·Liaise
with production and dispatch teams to set and manage customer delivery
expectations.
·Maintain
accurate records of quotes, sales orders, and job statuses within SAP Business
One.
·Prepare routine
reports on sales orders, pending quotes, and customer follow-up actions.
2.Accounts &
Documentation Support
·Assist
in preparing and dispatching customer invoices accurately and promptly.
·Maintain
systematic filing of invoices and related financial documents for audit
compliance and easy retrieval.
·Support
the accounts team with customer account reconciliations and follow-ups as
needed.
·Ensure
all documentation meets statutory and audit requirements.
3.Administration & Dispatch
Operations
·Maintain
an organized and professional Dispatch protocol.
·Keep all
dispatch records and Collection logs accurately.
·Maintain
a courteous efficient communication with clients.
·Liaise
with the logistics team in service delivery.
·Perform
any other ad-hoc administrative or accounting duties as assigned by the
Supervisor.
S
Requirements
KEY REQUIREMENTS (PERSON
SPECIFICATION)
Education &
Professional Qualifications:
·Diploma
or Degree in Accounting, Business Administration, Finance, or a related field.
·CPA Part
II or equivalent (or actively pursuing) is highly desirable.
Experience:
·Minimum
of 2-3 years in a similar role combining accounting, administration, and CRM
operations.
·Must
have hands-on experience with SAP Business One (or a similar ERP system).
Skills & Competencies:
·Strong
understanding of sales order processing and basic accounting principles.
·Excellent
customer service and communication skills (written and verbal).
·High
level of accuracy and attention to detail.
·Strong organizational
and time-management abilities.
·Proficiency
in Microsoft Office 365 Suite (Excel, Word, Outlook).
Personal Attributes:
·Professional,
proactive, and able to work with minimal supervision.
·Integrity
and ability to handle confidential information.
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