Sales Operations Representative
The position
As a Sales Operations Representative, you will be the behind-the-scenes source of information and solutions for our customers. You will need to become a trusted product expert, and highly proficient in using our computer system and internal processes to enter, track and trouble-shoot orders, quotes, and customer service inquiries. Our customers repeatedly tell us we provide the best service they receive. If you like exceeding customers’ expectations and winning market share, you'll be a good fit for our team. You will be part of a strong, multi-tasking group, and will need to recognize the need to respond quickly when priorities change.
The ideal candidate is:
- Accurate, detail focused, a quick learner, and possess good follow-through skills
- Able to move from one task to another quickly with the ability to prioritize responsibilities
- Enjoys problem solving
- Good at researching and learning about products independently, retaining knowledge about sources and products
- Has proven organization and time management skills
- A team player who thrives working with and helping their colleagues who can also succeed independently
- Skilled in learning computer software and proficient in excel and web-based tools.
- Bachelor’s degree preferred and/or the equivalent in training and experience.
- Able to ask effective and insightful questions
This position is part of a team of Customer Support staff that handles sourcing & creating quotations, as well as processing and servicing their customers’ orders. Make accurate quotations, write sales orders, and relay pertinent order-related information to customers and Managers. Source & determine cost of non-stock items accurately. Develop relationships with buyers. Ensure orders are filled in a timely, accurate basis. Support corporate goals of Service Excellence, Gross Margin Control and Customer Development:
- Awareness of all related costs when bidding product (cost, freight, lead-times, rebates & discounts, tariffs and surcharges)
- Build trusted, valued, and ethical relationships with customers
- Strive to be in the top 10% in the field by embracing the tools and technology that set our company apart from the competition
- Gain product knowledge and industry knowledge to be an expert resource
Responsibilities: Sourcing, Quotations & Sales Orders:
- Receive email requests from customers and respond directly with the following information:
- Send priced Quotations to customer with accurate product selection and pricing, based on customer preferences and existing agreements.
- Send Order Acknowledgements and Order Status information to Customers
- Send Weekly Open Order reports to customers
- Advanced use of our software to retrieve customer information, enter quotations and sales orders, find pricing, monitor the status of purchase orders, and to make changes to customer purchase orders or submit RGAs.
- Follow up on sales orders. Works closely with expediter, buyers and branch personnel regarding shipments, delivery days, and resourcing options. Offer solutions to Managers and customers when feasible.
- Monitor files of active orders and posts activity such as PO Revisions, scheduling changes, partial shipments, credit changes, RGAs
- Prepare paperwork (original purchase order, copies of invoice, and return goods memo) to be given to accounting department for credit or debit to be issued, or supplied to customer when required
- Recommend and/or test improvements in processes; adopt new process and software solutions quickly & effectively
