Customer Portal and Data Specialist

Job Description Role Summary This role supports the business by managing customer portals and work orders, ensuring purchase orders, requests, and documentation are processed accurately and on time. You'll act as a key coordination point between customers, sales, and service teams while also supporting internal data management. The position is detail‑oriented, customer‑facing, and process driven. Key Responsibilities Customer Portal & Work Order Management (80%)

• Manage incoming Purchase Orders and work orders, ensuring accurate review, routing, acceptance/rejection, and timely processing
• Coordinate with sales and service teams to track work order status, resolve issues, and ensure on‑time completion
• Maintain clear documentation and notes throughout the work order lifecycle, including uploads and approval submissions
• Support quote approvals, escalate issues as needed, and ensure compliance with internal processes
• Administer customer portal access, including registrations, approvals, user creation/deactivation, and customer support
• Maintain portal records, including customer master lists, usage tracking, and associated costs Data Management Support (15%)
• Assist the corporate team with administrative data management tasks
• Support Parts data and Equipment data maintenance and accuracy Professional Development (5%)
• Participate in training to build skills in time management, customer relations, and data management
• Attend assigned training to learn Atlas Copco's products and compressed air business 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 HR@insightglobal.com.

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https://insightglobal.com/workforce-privacy-policy/. Skills and Requirements

• 2-3 years of experience in an administrative or technical support role
• 2‑year degree in Business or Marketing or equivalent combination of education and experience
• Strong organizational, communication (written and verbal), and interpersonal skills
• Customer‑focused mindset with the ability to manage multiple tasks simultaneously
• Proficiency in Microsoft Office (Word, Excel, PowerPoint)
• Self‑directed team player with a positive, service‑oriented attitude
• Experience working with customer portals or work order systems
• Exposure to parts, equipment, or technical data management
• Experience coordinating between sales, service, and operations teams
• Familiarity with approval workflows or quote processes