J-CPT-10953 ERP Entry Specialist (LN)

Job description

APPLICATION INSTRUCTIONS: If you’ve already completed the 20four7VA Recruiting Process—including the Final Interview—or have previously been contracted by a 20four7VA Client, please make sure to apply via the 20four7VA Team Portal for faster processing. Log in using your 20four7VA-issued email address to access the portal. If you’ve just logged in to the Team Portal, please proceed to review the Independent Contractor Opportunity outlined below. 💡 Quick Tip: Upload your resume first—this will automatically populate most of the fields in the application form. Let the magic happen! If you're interested in this opportunity, click APPLY TO POSITION to proceed. ******************************************************************** Title: ERP Entry Specialist Overview The ERP Entry Specialist (LN) is responsible for validating documentation accuracy, ensuring financial and funding readiness, and creating Sales Orders (SO) in LN (company wide ERP). This role focuses on ERP order entry, Sales Order creation, funding and payment validation, and identifying financial or system issues prior to installation execution. The ERP Entry Specialist performs a final accuracy check on all received documentation to confirm that required information is complete, consistent, and ready for system entry. While this role does not review or redefine project scope, it serves as a critical control point to ensure the information entered into LN is accurate and aligned with approved project details. Scope of Services Contractors will be required to provide services that align with the following client tasks: Documentation Validation & Accuracy Review all received documentation to ensure required information is complete, accurate, and internally consistent. Confirm that approved pricing, materials, customer details, and financial data align across all systems and documents. Identify missing, conflicting, or inaccurate information prior to ERP entry. Escalate documentation accuracy concerns to the Supervisor or Order Approval Specialist as appropriate. ERP & Sales Order (SO) Creation Create and maintain accurate Sales Orders (SO) in LN based on validated and approved information. Ensure all required ERP fields, dependencies, and attachments are completed prior to submission. Maintain system integrity by following established ERP entry standards and workflows. Funding & Financial Validation Validate funding method, payment status, deposits, and financing details for completeness and accuracy. Identify funding errors or discrepancies that could delay installation, invoicing, or revenue recognition. Verify pricing, discounts, and commission‑impacting data before order submission. Escalate margin‑impacting or policy‑related financial issues per established guidelines. Job Costing & System Integrity Verify job costing accuracy based on approved pricing and materials. Identify system or data errors that may impact reporting, margin, or commissions. Ensure consistency between upstream systems and LN. Queue Management & Timeliness Manage assigned ERP entry queue to meet daily and weekly SLA expectations. Follow up on orders placed on hold to drive timely correction and completion. Balance speed and accuracy to minimize downstream corrections and rework. Process Compliance & Continuous Improvement Adhere to centralized approval standards, ERP workflows, and validation checklists. Maintain detailed system notes and documentation to support audits or corrections. Participate in process improvements, training, and system updates. Each engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing. Skills The Contractor must demonstrate proficiency in the following, depending on the Client’s requirements: 1–3 years of experience in ERP order entry, finance operations, or system‑based processing. Experience with LN (preferred) or similar ERP systems. Strong attention to detail with the ability to identify inconsistencies across documentation and systems. Solid understanding of job costing, funding workflows, and financial validation. Strong organizational, analytical, and problem‑solving skills. Core Competencies System & Data Accuracy Financial Validation Attention to Detail Process Discipline Time Management APPLICATION SOFTWARE KNOWLEDGE / REQUIRED TOOLS ERP systems (preferred) Microsoft Excel / Google Sheets (basic to intermediate) CRM or order management systems (a plus) Work Schedule Contracted Hours per Week: 40 Hours Scheduled Working Days: Monday through Friday Daily Working Time: 8:30 to 5:30 PM PST Note: The Company will make reasonable efforts to align the Assigned VA’s schedule with the Client’s preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW. Terms of Engagement Contractors will operate under a Master Services Agreement and a Statement of Work This is not an offer of employment; contractors are not employees of 20four7VA or any client All compensation is processed through 20four7VA according to the terms of the engagement Role Summary & Requirements REQUIRED SERVICE: Business Support VA REQUESTED EXPERIENCE TIER LEVEL: Junior to Senior MIN. HOURS/WEEK: 40 hours/week SHIFT TIME ZONE: PST SHIFT HOURS: 8:30 to 5:30 PM PST SHIFT DAYS: Monday to Friday NUMBER OF VAs: 2 GENDER PREFERENCE: None LANGUAGES SPOKEN/PREFERENCE: English ACCENT PREFERENCE: Level A–B (Good English communication required) REGION PREFERENCE: N/A What we offer Competitive rates Weekly payments Various open roles are available Free training and upskilling Constant support and guidance A vibrant community always ready to support you And more!