Job Details

This individual will manage incoming web form submissions received through a shared Outlook inbox. These submissions originate from supplier customers and contain potential lead information. The individual will review each web form, enter or update the corresponding data in Salesforce, and ensure the lead is routed or sent to the appropriate AvidXchange point of contact (POC) for followup.

Key Responsibilities
• Monitor a shared Outlook inbox for incoming supplier web form submissions.
• Review and validate the information provided in each form.
• Enter the lead data into Salesforce, creating new records or updating existing ones as needed.
• Assign or forward each lead to the correct AvidXchange POC based on established routing rules.
• Communicate any discrepancies or missing information to the appropriate internal teams.
Maintain accuracy and consistency in Salesforce data entry.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to ...@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:

Required Skills & Experience

Data Entry Experience
CRM Experience
Outlook experience

Nice to Have Skills & Experience

Salesforce CRM Experience

Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.