The Data Entry Specialist is responsible for supporting sales, service, and accounting teams through accurate data entry, transaction processing, and customer-facing administrative support. This role requires strong NetSuite experience, high attention to detail, and the ability to manage multiple workflows efficiently. The ideal candidate is organized, dependable, and comfortable handling a high volume of system-based tasks with accuracy.
Key Responsibilities
Order & Quote Processing
- Convert approved quotes into Sales Orders, Projects, Cases, Tasks, Schedules, and Parts Orders within NetSuite
- Ensure all order data is entered accurately and in compliance with internal procedures
- Provide temporary time extension codes for customer equipment as authorized
Invoicing & Financial Administration
- Process invoice requests in NetSuite
- Print and email invoices to customers
- Send credit card authorization forms to customers and accounting when required
- Coordinate with accounting to ensure proper documentation and processing
Service & Case Management
- Create service cases and tasks for onsite service visit requests (no troubleshooting required)
- Route cases and tasks to the appropriate local office or service team
- Generate, print, and email service reports to customers
Scheduling & Technician Support
- Review the service schedule board to track technician status
- Respond to technician status inquiries or forward requests to the appropriate local office
- Provide customers with schedule updates as needed
Customer & Internal Support
- Act as a point of contact for administrative service and billing inquiries
- Maintain clear, professional communication with customers and internal teams
- Ensure documentation and records are complete, accurate, and up to date
Required Qualifications
- Strong NetSuite experience (sales orders, cases, projects, invoicing, and reporting)
- Exceptional data entry skills with a high level of accuracy and attention to detail
- Experience in order processing, service administration, or operations support
- Proficiency with Microsoft Office or Google Workspace
- Strong organizational and time-management skills
- Ability to handle repetitive, detail-oriented tasks in a fast-paced environment
Preferred Qualifications
- Experience supporting service or field operations teams
- Familiarity with scheduling boards or service management workflows
- Prior experience in a multi-department administrative or operations role