POSITION OVERVIEW:
The Sales Operations Specialist executes operational and technical completion of sales orders to strengthen the efficiency and accuracy of the Sales team. The position assists the Sales Operations Manager in ensuring smooth and effective execution of post-sales support from initial entry, through to fulfillment, supporting the sales cycle and guiding sales processes within the sales organization.
RESPONSIBILITIES / DELIVERABLES:
Order Processing
- Activates quotes and purchase orders for the purposes of processing sales orders.
- Revises quotes and closes opportunities for completed sales orders.
- Follows up with customers on shipping information and delivery fulfillment.
- Liaises with Logistics, Accounting, Quality Control, Quality Assurance and Supply Chain to prioritize orders and ensure completion of on-time deliveries.
- Works with our Salesforce Customer Relationship Management (CRM) and SAP software tools to input and execute all order processing responsibilities.
Sales Support
- Provides support to the Sales Team for any shipment issues, working closely with Logistics to ensure delivery of products.
- Works closely with Supply Chain Managers to communicate production needs, build priorities, sales trends, and upcoming opportunities to help guide production scheduling.
- Liaises with Accounting regarding pre-payments, wire transfers, credit card pre-authorizations, customer credit limits, approved payment terms, etc.
- Provides customers with requested documents, information, data and invoices.
- Inputs complaints, feedback and technical support cases for Account Managers.
- Processes and tracks Return Material Authorizations through to completion on behalf of Account Managers.
- Helps maintain and monitor the sales pipeline and order log to ensure consistency and accuracy of all opportunities.
- Other duties deemed appropriate for a Sales Operations Specialist.
EDUCATION:
- University or College degree/diploma in Business or equivalent combination of relevant job experience and training.
EXPERIENCE:
- Interest in a dynamic growth environment, with a passion for service delivery and systems thinking while maintaining focus on the mission of the organization.
- Demonstrated success in using problem-solving skills to provide excellent customer service to both customers and internal stakeholders.
- Sales support, data management, data entry or related experience.
- Demonstrated success in a fast-paced environment, preferably involving teams support and customer engagement.
- Strong analytical skills, with the ability to manage competing priorities, multi-task, and work independently.
- Ability to work in a team environment and adapt to changing requirements, deadlines, and initiatives.
- Detail-oriented with strong organizational, communication and execution skills.
- Proficient in the use of Microsoft Office applications, Customer Relationship Management Tools, and Internet tools.
- Familiarity with international shipping requirements, as well as Supply Chain and Quality systems considered an asset.