CrawlJobs Logo

Sales Support & Document Control Specialist

https://www.roberthalf.com Logo

Robert Half

Location Icon

Location:
United States , North Liberty

Category Icon
Category:
-

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided
Save Job
Save Icon
Apply Position

Job Description:

We are seeking a highly detailed individual to support a global company for an open-ended long-term contract. This role provides critical support across sales, supplier quality, supply chain, and customer service teams. The ideal candidate is flexible, highly organized, systems‑comfortable, and able to switch between tasks quickly while maintaining accuracy and composure. This position manages documentation, assists with sales support activities, and collaborates with internal and external stakeholders to ensure smooth operational flow. This is an excellent opportunity for someone who thrives in a fast-paced environment, enjoys problem-solving, and brings a calm, resilient presence to daily work.

Job Responsibility:

  • Maintain, update, and organize customer and supplier documentation, certifications, and specifications
  • Ensure accuracy and completeness of documents, following established procedures
  • Support audits and compliance checks through effective record management
  • Provide timely and professional support to sales and customer service teams
  • Assist with quotes, product information, order details, and customer documentation needs
  • Communicate clearly and effectively with customers, suppliers, and internal partners
  • Collaborate with quality, supply chain, and sales teams to resolve issues and ensure smooth processing of documentation and customer requests
  • Help identify gaps in information and proactively seek solutions
  • Handle shifting priorities and multiple tasks without losing focus or accuracy
  • Stay composed when faced with urgent requests or incomplete information
  • Adapt to process changes, updated requirements, and new systems as needed

Requirements:

  • Flexible and organized
  • Strong communicator
  • Agile
  • Resilient
  • Adaptable
  • Strong attention to detail and accuracy
  • Ability to learn new systems and tools quickly
  • Solid time management and prioritization skills
  • Problem-solving mindset
  • Professional written and verbal communication skills

Nice to have:

  • Experience in a support role related to sales, supply chain, logistics, quality, or customer service
  • Prior exposure to document management processes or quality/compliance documentation
  • Experience working cross-functionally in a fast‑paced environment
What we offer:
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan

Additional Information:

Job Posted:
March 22, 2026

Icon
Robert Half - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Sales Support & Document Control Specialist

Enterprise Operation Support Specialist

As an Enterprise Operation Support Specialist, you will support the post-sales l...
Location
Location
Philippines , Manila
Salary
Salary:
Not provided
https://www.atlassian.com Logo
Atlassian
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • BS/BA in Business, Finance/Accounting, Economics, or a related discipline
  • Minimum 3+ years of experience in any of the following: Knowledge Management, Deal Desk, Order Management, Sales Contract Support, Deal Management, Sales Quoting Support, or Revenue Operations
  • Must be highly proficient in Excel, including manually creating ad hoc formulas to calculate contract pricing
  • Strong ownership for resolving sales cycle issues related to quoting, document control, document assembly, signatures, and provisioning
  • Must have a working knowledge of Confluence and sales service desk tools
  • Strong customer service background, the ability to work under tight deadlines, and experience balancing many support requests simultaneously
  • Must be willing to join video chats daily to support stakeholders, peers, management, customers, and partners
  • Outstanding verbal and written communication skills
  • Must have a working knowledge of Salesforce
Job Responsibility
Job Responsibility
  • Provisioning cloud licenses following the sale of Atlassian’s newly integrated products and hybrid product bundles
  • Assisting the Accounts Receivable, Revenue Recognition, and Credit & Collections teams by answering questions about specific contracts and quotes
  • Ensuring that contract and quote data is maintained in CRM systems throughout the lifecycle of sales opportunities
  • Supporting the fulfilment of Atlassian’s monthly SOX compliance and reconciliation processes
  • Manually creating and sending order confirmations to Atlassian’s customers and channel partners after contracts are executed
  • Collaborating with Atlassian’s Cloud technical support teams, engineers, and Analytics organizations to troubleshoot or update account-specific data
  • Supporting Cloud customers with general billing, invoicing, and licensing questions
  • Supporting Atlassian sales teams, customers, Partners, engineers, and other technical support groups with provisioning Cloud product trials
  • Assisting internal Atlassian teams by locating and sending them copies of contracts, quotes, and invoices
  • Assisting with account reconciliation processes at the end of every month
What we offer
What we offer
  • Health coverage
  • Paid volunteer days
  • Wellness resources
  • Fulltime
Read More
Arrow Right

Finance Documentation Specialist

We are looking for an experienced Finance Documentation Specialist to support eq...
Location
Location
United States , Glen Allen
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Experience supporting loan or lease documentation, closing, servicing, or loan administration functions within banking or equipment finance environments
  • Working knowledge of equipment finance transactions, collateral documentation, lien filing practices, and post-closing control processes
  • Ability to interpret policies, procedures, and regulatory requirements while maintaining a high level of accuracy in documentation review
  • Strong communication and customer service skills, with the ability to work effectively with internal teams, clients, vendors, attorneys, and other external partners
  • Proficiency in Microsoft Office applications, including Excel and Word, with the ability to manage documentation and reporting tasks efficiently
  • Solid organizational and time management skills, with the ability to prioritize multiple transactions in a fast-moving setting
  • Experience handling compliance-related tasks such as insurance follow-up, credit documentation support, research, and exception resolution
  • Attention to detail and sound judgment when reviewing financial documentation, transaction terms, and servicing requests
Job Responsibility
Job Responsibility
  • Coordinate equipment finance transactions from initial documentation review through final booking and funding, ensuring each step is completed accurately and on schedule
  • Draft and review loan and lease documents that align with approved credit terms, collateral requirements, and applicable legal and compliance standards
  • Determine appropriate lien perfection methods based on transaction structure and collateral type, including titled assets, marine assets, and aircraft-related financing
  • Communicate with customers, vendors, landlords, attorneys, and other third parties to resolve documentation issues and support negotiation of transaction terms
  • Complete onboarding and due diligence activities for new customers and new transactions to maintain adherence to banking regulations and internal control requirements
  • Enter and maintain transaction data in the loan and lease accounting system, while supporting account research, maintenance updates, and payment-related activity
  • Assemble and manage post-closing files, clear outstanding exceptions, and follow up on pending items after funding has been completed
  • Support operational tasks such as wire preparation, draw processing, payoff quote generation, release handling, insurance tracking, credit-related follow-up, and document imaging
  • Review purchased transactions and related sale documents for Capital Markets activity, working with internal stakeholders and external counsel as needed
  • Follow all applicable banking laws, regulatory expectations, and established procedures across daily loan administration activities
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
  • free online training
  • Fulltime
Read More
Arrow Right

Sales Support Specialist

As our business continues to grow, and our geographical reach widens, our custom...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
socialvalueportal.com Logo
Social Value Portal Ltd
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Fluency in English is essential and an additional European language is highly desirable
  • Proven experience in a commercial, sales support, or analytical role
  • Strong attention to detail with the ability to manage multiple priorities in a fast-paced environment
  • Excellent communication, interpersonal, and customer service skills (internal and external)
  • Advanced Excel proficiency (e.g., pivot tables, VLOOKUP, formulas)
  • Power BI or similar BI tools are highly desirable
  • Sound understanding of CRM and/or ERP systems and their functionalities
  • Confident interpreting data and providing actionable insights to support commercial teams
  • Professional, proactive, and results-driven with a strong business acumen
  • Able to work under pressure, meet deadlines, and adapt to an evolving business environment
Job Responsibility
Job Responsibility
  • Taking, confirming and inputting customer orders
  • Monitoring customers and liaising closely with commercial, logistics and quality departments
  • Inputting purchase orders
  • Dealing with customer queries and responding in a timely manner
  • Sending requested quality documents to customers and liaising with the Quality team when necessary
  • Sending product samples to customers when required, including handling samples in the office or coordinating with warehouses
  • Sending price quotes to customers, liaising with the Product Management team and collecting necessary information
  • Assisting with lead qualification
  • Arranging and following up on samples
  • Logging opportunities and quotes in the CRM system
What we offer
What we offer
  • Personal growth, including training and development opportunities
  • Health Cash Plan
  • Subsidised gym membership
  • Fulltime
Read More
Arrow Right

Business Operations Specialist

We are looking for a Business Operations & Applications Specialist to support an...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
global-e.com Logo
Global-e
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3–5 years of experience in Business Operations, Sales Operations, Revenue Operations, or GTM Systems
  • Hands-on experience with HubSpot (required)
  • Familiarity with GTM tools and data platforms (Sales Nav, enrichment tools, partnership tools, etc.)
  • Working understanding of sales pipelines, forecasting, and GTM workflows
  • Experience working with integrations and APIs (hands-on or in partnership with IT)
  • Strong analytical skills (Excel / Google Sheets
  • SQL a plus)
  • Detail-oriented, execution-focused, and comfortable in a fast-paced environment
Job Responsibility
Job Responsibility
  • Configure, maintain, and support GTM applications across Sales, Partnerships, and CSM teams
  • Manage day-to-day operations of tools such as HubSpot (core CRM, workflows, pipelines, automations), LinkedIn Sales Navigator, Cognism, Similarweb, Crossbeam, UserGems, conversational AI tools, Partnership tools (e.g., Euler, Etail)
  • Support licence management, renewals, access control, and vendor coordination
  • Drive user adoption through training, onboarding, and documentation
  • Support HubSpot as the system of record, ensuring data accuracy and pipeline hygiene
  • Configure workflows, custom properties, objects, and automations
  • Assist in building and maintaining integrations with third-party tools (native or API-based)
  • Partner with IT and Data teams on technical requirements, API logic, and sync validation
  • Support evaluation, setup, and rollout of new GTM tools planned for 2026, including Sales dialers (e.g., Naboo or equivalent), Data enrichment and contact APIs, Mass email tools for CSMs
  • Help document requirements, test integrations, and support go-live
Read More
Arrow Right

Order Management Specialist

We are looking for a detail-oriented Order Management Specialist to join a contr...
Location
Location
United States , Herndon
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Previous experience in sales support, order management, or a related post-sales operations role
  • Working knowledge of purchase order review, order entry, and quote-to-order validation processes
  • Familiarity with approval routing, approved requisitions, and documentation control practices
  • Experience using Salesforce
  • Understanding of contract compliance and contract closeout procedures
  • Strong attention to detail with the ability to manage multiple orders accurately and efficiently
  • Effective communication skills and the ability to collaborate with cross-functional teams in a remote work environment
Job Responsibility
Job Responsibility
  • Review incoming Purchase Orders for accurate alignment with Quote information (Subscription Term, Products, Prices, Quantities), correct buying/selling entities (End User/Reseller/Distributor/Systems Integrator), EXIM requirements, DPAS ratings, etc
  • Manual Order and Order Product creation in SFDC
  • Cross-functional handoff (communication, data entry) to Fulfillment teams and follow-up to update SFDC fields once fulfilled
  • Assess non-standard scenarios and manage internal Approvals based on Quote/PO attributes
  • Document and potentially send Proof of Delivery to Customers
What we offer
What we offer
  • medical, vision, dental, and life and disability insurance
  • 401(k) plan
  • free online training
Read More
Arrow Right

Billing Specialist

The Billing Specialist plays a key role in executing daily and month-end billing...
Location
Location
United States , Los Angeles
Salary
Salary:
68800.00 - 86000.00 USD / Year
blackline.com Logo
BlackLine
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Associate or Bachelor's degree in Accounting, Finance, or a related field
  • 3–5 years of billing or accounting experience, preferably in a SaaS or software environment
  • Strong understanding of billing systems and ERP/CRM tools (Zuora, Salesforce CPQ/Billing, NetSuite preferred)
  • Proficient in Microsoft Excel, including pivot tables and VLOOKUPs
  • Strong analytical and problem-solving skills with high attention to detail
  • Excellent communication skills with the ability to collaborate across teams
  • Self-motivated, proactive, and able to manage multiple priorities under tight deadlines
  • Comfortable in a fast-paced, evolving environment with a continuous improvement mindset
Job Responsibility
Job Responsibility
  • Prepare and process invoices in accordance with customer contracts and billing schedules
  • Manage SaaS billing processes, including subscription and usage-based billing, implementation services, and portal user changes
  • Maintain and update customer billing accounts with accuracy and timeliness
  • Process credit memos with proper supporting documentation and approvals
  • Investigate and resolve billing discrepancies and customer disputes promptly
  • Partner with the collections team on rebills, PO updates, and payment-related issues
  • Coordinate with Sales, Product, and Renewals to resolve order and billing mismatches
  • Prepare journal entries and perform monthly/quarterly account reconciliations
  • Support internal and external audits, including SOX controls and documentation
  • Document billing processes and contribute to continuous improvement efforts
What we offer
What we offer
  • short-term and long-term incentive programs
  • robust offering of benefit and wellness plans
  • Fulltime
Read More
Arrow Right

Billing Specialist

The Billing Specialist plays a key role in executing daily and month-end billing...
Location
Location
India , Bengaluru
Salary
Salary:
Not provided
blackline.com Logo
BlackLine
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Associate or Bachelor's degree in Accounting, Finance, or a related field
  • 3–5 years of billing or accounting experience, preferably in a SaaS or software environment
  • Strong understanding of billing systems and ERP/CRM tools (Zuora, Salesforce CPQ/Billing, NetSuite preferred)
  • Proficient in Microsoft Excel, including pivot tables and VLOOKUPs
  • Strong analytical and problem-solving skills with high attention to detail
  • Excellent communication skills with the ability to collaborate across teams
  • Self-motivated, proactive, and able to manage multiple priorities under tight deadlines
  • Comfortable in a fast-paced, evolving environment with a continuous improvement mindset
Job Responsibility
Job Responsibility
  • Prepare and process invoices in accordance with customer contracts and billing schedules
  • Manage SaaS billing processes, including subscription and usage-based billing, implementation services, and portal user changes
  • Maintain and update customer billing accounts with accuracy and timeliness
  • Process credit memos with proper supporting documentation and approvals
  • Investigate and resolve billing discrepancies and customer disputes promptly
  • Partner with the collections team on rebills, PO updates, and payment-related issues
  • Coordinate with Sales, Product, and Renewals to resolve order and billing mismatches
  • Prepare journal entries and perform monthly/quarterly account reconciliations
  • Support internal and external audits, including SOX controls and documentation
  • Document billing processes and contribute to continuous improvement efforts
What we offer
What we offer
  • A technology-based company with a sense of adventure and a vision for the future
  • A culture that is kind, open, and accepting
  • A culture where BlackLiner's continued growth and learning is empowered
  • BlackLine offers a wide variety of professional development seminars and inclusive affinity groups to celebrate and support our diversity
  • Fulltime
Read More
Arrow Right

Controller

We are looking for a skilled Controller to join our team on a contract basis in ...
Location
Location
United States , Midlothian
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven experience in a Controller or similar financial leadership role
  • Knowledge of sales tax regulations and cost accounting principles
  • Ability to lead and manage teams effectively
  • Proficiency in document control and scanning processes
  • Strong analytical skills with attention to detail
  • Familiarity with compiling and maintaining financial records
  • Excellent communication and collaboration skills
  • Ability to adapt to a fast-paced retail environment
Job Responsibility
Job Responsibility
  • Lead and manage the company's financial operations, ensuring accuracy and compliance with relevant regulations
  • Oversee and guide a team of three accounts payable specialists and an entry-level accountant
  • Handle sales tax reporting and filings, ensuring timely and accurate submissions
  • Conduct cost accounting analysis to support business decision-making
  • Compile and scan financial documents to maintain organized and accessible records
  • Manage document control processes to ensure consistency and reliability
  • Collaborate with leadership to provide strategic insights and recommendations
  • Perform detailed reviews of financial data to identify trends and areas for improvement
  • Ensure proper documentation and scanning of all critical financial records
  • Support the team in meeting deadlines and maintaining high standards of financial reporting
What we offer
What we offer
  • medical, vision, dental, life and disability insurance
  • eligible to enroll in our company’s 401(k) or deferred compensation plan (if eligible)
  • paid time off for vacation, personal needs, and sick time
  • paid holidays
Read More
Arrow Right