Beyond Key Jobs

Work Order & Invoice Coordinator

Beyond Key

Work Order & Invoice Coordinator

Posted 8 Days Ago

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Hyderabad, Telangana, IND

In-Office

Entry level

Information Technology • Business Intelligence • Consulting

The Role

Processes, reviews, files, and uploads completed work orders and invoices from technicians and subcontractors. Maintains accurate records across Dynamics 365, Navision, and Google Drive, verifies documentation completeness, identifies discrepancies, and coordinates with the Canadian Service Department to resolve issues and support timely job closure.

Summary Generated by Built In

About Beyond Key:

We are a Microsoft Gold Partner and a Great Place to Work-certified company. "Happy Team Members, Happy Clients" is a principle we hold dear. We are an international IT consulting and software services firm committed to providing. Cutting-edge services and products that satisfy our clients' global needs. Our company was established in 2005, and since then we've expanded our team by including more than 350+ Talented skilled software professionals. Our clients come from the United States, Canada, Europe, Australia, the Middle East, and India, and we create and design IT solutions for them. If you need any more details, you can get them at https://www.beyondkey.com/about.

Position Summary:

The Work Order & Invoice Coordinator is responsible for processing, organizing, and uploading completed work orders and invoices received from field technicians and subcontractors. This role ensures that all service documentation is accurately recorded in both the CRM system (Dynamics 365) and Navision maintaining data integrity across platforms and supporting timely job closure.

Key Responsibilities"

Document Management & Filing

• Receive and review completed work orders and invoices submitted by technicians and subcontractors via email.

• Save all documents to the appropriate folders on the G Drive using standardized naming conventions

• Verify that all required paperwork is present and complete before processing.

• If a follow-up call is indicated by the technician, email the Canada Service Department to notify them so appropriate action can be taken.

CRM Data Entry & Updates

• Upload work orders and invoices in CRM and enter detailed notes

Navision Data Entry & Uploads

• Import the completed work order and invoice into Navision.

Quality Assurance & Coordination

• Ensure consistency and accuracy of records across CRM, Navision, and the G Drive.

• Identify and flag incomplete or missing documentation and follow up with Canadian Service Department as needed.

• Communicate with the Service Department team regarding any discrepancies or workflow issues.

Qualifications

• Proficiency with Microsoft Office Suite and general computer navigation (file management, email, web-based applications).

• Strong attention to detail and ability to follow standardized procedures consistently.

• Effective organizational and time-management skills with the ability to handle a high volume of documents.

Core Competencies

• Accuracy & attention to detail

• Process adherence & consistency

• Written and verbal communication

• Problem-solving and initiative

• Ability to work independently and manage competing priorities

• Adaptability when handling exceptions or process changes

Skills Required

Proficiency with Microsoft Office Suite
General computer navigation, including file management, email, and web-based applications
Strong attention to detail
Ability to follow standardized procedures consistently
Effective organizational and time-management skills
Ability to handle a high volume of documents
Written and verbal communication skills
Problem-solving and initiative
Ability to work independently and manage competing priorities
Adaptability when handling exceptions or process changes

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The Company

HQ: Indore

500 Employees

What We Do

Our Journey of Growth, Trust, and Purpose. Two decades ago, Beyond Key started with a vision not just to solve business problems with technology, but to create lasting impact. Since day one, we’ve believed in genuine partnerships and consulting approach. We listen deeply, understand needs, and craft meaningful, lasting solutions. Over time, this belief has become a promise to be more than a service provider, to be a trusted ally in your growth journey. Today, we serve clients across industries and geographies, offering a diverse range of services including: – Business Intelligence, Data Services and Analytics – Microsoft 365 and SharePoint and Intranet Solutions – Dynamics 365 Services – Cloud Consulting & Implementation – AI & Automation – Custom Software Development Innovation at Beyond Key isn’t about trends, it’s about adding real value. Whether streamlining workflows or enabling smarter collaboration, we bring the same dedication to every engagement, large or small. Our strength lies in our people. We’ve built a culture rooted in support, growth, and purpose. Repeatedly recognized as a Great Place to Work, our team reflects a shared spirit of curiosity, care, and collaboration. We’re also proud of recognitions like Inc.’s Power Partner, Great Place to Work Certified for six times and our SOC 2 Type II certification, proof of our commitment to secure, reliable, and monitored data practices. As we look ahead, our core values of team oriented, trust & respect, passion and focus continue to guide us. In a world of constant change, our promise remains the same: to move forward with you, building better ways to work, grow, and succeed together.