Company Description

At Kofile, we believe that government has infinite potential to do good and that all information residing within local governments should be preserved, digitized, and made available to all their employees and citizens. We partner with government agencies nationwide to help them meet their citizens’ needs by preserving the integrity and content of paper documents to ensure they will be available for use forever and modernizing information management through digitization and access systems.

Kofile has been a market leader in serving local governments for the last 10 years. We help local governments modernize operations and improve citizen access and engagement. Our solutions include a full suite of premium and software for record retention and recording applications. The company and its culture are built entirely around putting customers first. Our 3,000+ customers cover nearly half of the U.S. population, and customer loyalty is unsurpassed in the industry.

Job Description

The role of Sales Operations Specialist is a new function at Kofile. To support organizational growth, we are expanding our Sales Operation Team to ensure completeness, accuracy, and timeliness of order processing from booking to production.

Responsibilities include the review of incoming customer purchase orders, including validation of all order information such as executed proposals, contracts, purchase order receipt, billing information, inventory intake (customer materials to be addressed), and pricing.

The Sales Operations Specialist will collaborate with various operating departments including finance, project management, operations, and the sales team to support customer orders intake delivering elevated levels of customer satisfaction.

Responsibilities Include

Daily monitoring of Salesforce opportunities to validate and process all deals that are ready to be closed in the CRM (I.e., contract, inventory and pricing, sales order information, etc.)
Create, edit, and submit NetSuite sales orders in adherence to company guidelines and processes, such as the billing and shipping addresses, contact information, sales order details, and inventory and pricing
Analyze and interpret data between the inventory and pricing, quote, and sales order
Ensures customer specifications are followed for critical orders and resolves discrepancies
Work closely with Sales, Production, Finance, and other dependent functions to provide, in a timely manner, updates regarding sales orders
Work closely with the Sales Team to identify, communicate, and resolve order issues while educating them on order policies and guidelines
Assist in building scalable processes, supporting documentation and training materials designed to increase operational efficiencies
Maintain positive and professional communications to resolve opportunity/order issues in a timely manner

Qualifications

Bachelor’s degree or equivalent work experience
Minimum of 2 years order processing and sales support
Experience working with Salesforce Lightning and NetSuite preferred
Excellent attention to detail and a high level of accuracy is required
Excellent verbal and written communication skills
Intermediate use of Microsoft Word, Excel, and PowerPoint
Excellent data entry skills to quickly and accurately review and input data
Strong organizational skills; able to manage priorities with little oversight
Ability to prioritize assignments with a strong adherence to deadlines

Additional Information

Benefits

As a full-time employee, you will receive access to the following benefits

Leadership and career development opportunities
Low cost insurance (medical, dental, vision, life & disability)
401(k) plan (company matching)
Paid holidays
PTO
Paid maternity & paternity leave
Educational assistance
Business casual environment

Kofile Services

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Sales Operations Specialist