Job Overview

We are seeking a detail-oriented Sales Account Assistant (Monday.com) to manage the end-to-end lifecycle of customer orders in a manufacturing environment. In this role, you will track order fulfillment, collaborate with internal assembly and shipping teams, maintain records in Monday.com, and communicate directly with clients regarding status updates and scheduling. You will also keep leadership informed through regular reporting to ensure seamless operations and on-time delivery. 

Schedule: Mon-Fri, 9 AM - 4 PM and Sat 10 AM - 3 PM EST (40 hrs per week)

Responsibilities

Order Management and Tracking:

• Track and monitor customer orders from inception to completion, ensuring that all order details are accurate and up to date.
• Follow the provided checklist and flowchart to ensure all steps in the order process are completed efficiently and correctly.
• Ensure all customer orders are fulfilled on time, liaising with relevant teams to address any potential delays or issues.

Internal Communication:

• Serve as the primary point of contact for internal teams (assembly, shipping, invoicing, etc.) to ensure order requirements are understood and met.
• Collaborate with relevant departments to ensure timely execution of tasks and provide updates on order status.
• Ensure that the sales executive is kept informed of any developments or challenges related to customer orders.

Order Documentation and Tracking:

• Maintain up-to-date order documentation, including work orders, invoices, acknowledgments, and any necessary correspondence.
• Regularly update the company CRM system (e.g., Monday.com) to track order status, progress, and any issues.
• Ensure all customer orders are accurately entered and tracked in the system, and all information is easily accessible for the sales team.

Customer Communication and Coordination:

• Send order confirmations, acknowledgments, and sample emails to clients as needed.
• Communicate with clients regarding order status, including scheduling and coordinating site visits, FATs (Factory Acceptance Tests), or sales calls.
• Schedule and coordinate FATs and sales calls with customers, ensuring all necessary parties are available and prepared.
• Work closely with the assembly team to ensure production timelines are on track, addressing any potential issues proactively.
• Respond promptly to customer inquiries, ensuring a high level of customer satisfaction.

Reporting and Updates:

• Provide daily updates to the sales executive on the status of all orders under your scope.
• Prepare and send end-of-week status reports summarizing progress, outstanding tasks, and any issues related to open orders.
• Keep the sales executive informed of key milestones and delays, offering solutions where necessary.

Must-have requirements

• Proven experience in a sales or order management role, preferably in a manufacturing or product-based environment.
• Logistics experience - Strong organizational skills and the ability to manage multiple tasks and orders simultaneously.
• Excellent communication skills, both written and verbal, for effective internal and customer communication.
• Proficient in Microsoft Office Suite (Excel, Word, Outlook) and CRM tools (experience with Monday.com)
• Ability to work independently and as part of a team, managing deadlines.
• Detail-oriented with a strong focus on accuracy in data entry and order tracking.
• Ability to remain calm under pressure and adapt to changing priorities or customer needs.

Independent Contractor Perks

Permanent work from home

Immediate hiring

Health Insurance Coverage for eligible locations

Note

Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.

One application, multiple possibilities: When you apply, our team reviews your background against all current openings, not just this one! If a different role fits your skills, we'll get in touch! We also encourage you to keep exploring our job board and apply directly to any position that excites you.