What are the responsibilities and job description for the Delivery & Sales Administrator position at Boyer & Associates?

Boyer is a Microsoft Partner specializing in ERP and CRM consulting, helping businesses streamline operations and drive growth through innovative technology solutions. Our core values—Lift People Up, Be Transparent, Do What It Takes, and Be Accountable—define how we work and support each other. As a 100% remote team, we prioritize collaboration, flexibility, and work-life balance, ensuring our employees can succeed both professionally and personally.

We're looking for a skilled and detail-oriented Delivery and Sales Admin to play a pivotal role in keeping our operations running smoothly and efficiently. If you thrive in a fast-paced, team-oriented environment, we'd love to connect! We offer competitive benefits, unlimited PTO, and a culture that values teamwork and transparency.

Project Creation: Assist in the creation and management of projects within Microsoft Dynamics, ensuring accurate project setup and adherence to internal processes.
Time and Expense Approval: Review and approve submitted time and expense reports in accordance with company guidelines and project budgets.
Invoice Creation: Generate and process invoices for client billing, ensuring accuracy and timely submission in alignment with project contracts and financial policies.
Forecasting Support: Assist the project management team with forecasting, tracking project costs, and ensuring resources are allocated effectively to meet project goals and deadlines.
CRM System Management: Maintain and update CRM systems (specifically Dynamics) to ensure accurate and real-time data.
Prior experience in a similar role within a project-based or services organization is preferred.
Proficiency in Microsoft Office Suite (Excel, Word, Outlook, etc.).
Proven experience working with Microsoft Dynamics (Project Operations or similar modules).
Strong understanding of project management processes, financial reporting, and time/expense approval workflows.
Experience with invoice creation and familiarity with financial systems and processes.
Excellent organizational skills and attention to detail.
Ability to work collaboratively in a cross-functional team environment.
Strong communication skills (written and verbal).
Problem-solving mindset with the ability to identify and resolve issues independently

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