Skip to content
Sales Operations Specialist
| Company | Trace3 |
|---|
| Location | Irvine, CA, USA |
|---|
| Salary | $60000 – $62000 |
|---|
| Type | Full-Time |
|---|
| Degrees | Bachelor’s |
|---|
| Experience Level | Mid Level |
|---|
Requirements
- High school diploma or equivalent (Bachelor’s Degree preferred)
- Minimum of 3 years of related work experience in purchasing, sales operations or logistics
- Strong internal controls knowledge and experience with implementation of processes and procedures
- Strong Microsoft Excel skills
- Experience with ERP systems; NetSuite strongly preferred
- Excellent interpersonal communication skills required for interacting with employees, vendors and clients
- Highly organized, detail-oriented, excellent time management skills and able to effectively prioritize tasks in a fast-paced, high-volume, and evolving work environment
- Ability to approach customer and sales requests with a proactive and consultative manner; listen and understand user requests and needs and effectively deliver
- Comfortable managing multiple and changing priorities, and meeting deadlines in an entrepreneurial environment
Responsibilities
- Lead sales orders cycle for assigned regions
- Actively and continually engage with assigned regional teams to develop solid understanding of their business and recommend solutions for efficiency
- Provide guidance to internal teams on resolving variances
- Contribute and enforce Purchasing standard operating procedures and policies
- Ensure Purchasing process is executed correctly to minimize liability to Company
- Responsible for the internal item setup process and coordinating with sales team to ensure proper classification of each item ‘attribute’ (tax classification, practice area, type, etc.)
- Review orders to ensure that items/components are properly classified at time of purchase
- Review orders for accuracy regarding shipping address, PO, shipping account information, price, etc.
- Process drop-ship, special order, and inventory/warehouse orders through ERP Platform in a timely manner
- Send purchase orders to the correct vendor/distributor and work together to resolve any questions or discrepancies that arise
- Work with the inventory team to ensure backordered inventory assigned to sales orders is sourced and purchased
- Create billing schedules for installment orders to ensure our clients are invoiced for the correct amount at the correct time
- Track all product related line items (hardware, software, support and PS resale) and complete weekly follow up with vendors for all unfulfilled product line items
- Perform item fulfillment based on vendor bills, physical shipping confirmations, electronic delivery confirmations, license keys, and support contracts
- Request, track and fulfill return authorizations
- Problem-solve discrepancies and provide recommended solutions
- Perform other duties as assigned
Preferred Qualifications
No preferred qualifications provided.
