Administrator

2 weeks ago


Coventry, United Kingdom SF Recruitment Full time

SF Recruitment are working with a business based in Coventry (CV1) who is looking for an Administrator to join the team for a minimum of 3 months
£12-13 per hour
Hybrid working
Must have strong administration skills
Role:

- Setting up new shows on Salesforce
- Uploading copy of customers logo
- Checking customers details
- Creating the credit note for Insurance/inspection fee credit
- Approvals on Salesforce
- Updating customer details.
- Actioning credit control inbox
- Send copy documents
- Entering invoices/credit notes/statement etc onto customers portal
- Setting up refunds for customers.
- Setting up payment terms for rebooks
- Tracking the payment terms
- Tracking which customers have/havent uploaded their insurance certificates
- Uploading of insurance certificates onto the portal.
- Chasing customers for their documents
- Upload template of 'won' sales on Salesforce


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