Business Operations, Logistics Associate

Indicate Technologies Inc.•Santa Clara, CA

About The Position

Reporting to the Business Operations Logistics, Lead, the Logistics Associate supports the Logistics team, ensuring that products are delivered accurately, efficiently, and on time. In addition, the Logistics Associate is also responsible for scheduling general service requests. The Logistics Associate is a key contributor to the Business Operations team as they keep the flow of business moving forward. Success in this role requires strong organization and time management skills, effective communication, ability to work in a team-oriented environment, strong attention to detail, and problem-solving skills. Success in this role is achieved through the combination of accuracy, display of efficiency, and proactivity.

Requirements

strong organization and time management skills
effective communication
ability to work in a team-oriented environment
strong attention to detail
problem-solving skills
accuracy
display of efficiency
proactivity

Responsibilities

Execute daily logistical operations of sales orders
Process and manage all incoming email and web purchase orders
Create jobs and collect all needed documentation
Coordinate payment terms, shipping details, and fulfillment logistics
Generate pack slips
Submit vendor orders / fulfill from inventory
Coordinate vendor fulfillment obligations
Submit packing slip for lead / manager approval
Process all incoming web orders
Create jobs and collect all needed documentation
Coordinate fulfillment logistics of web orders
Generate pack slips
Submit vendor orders / fulfill from inventory
Coordinate vendor fulfillment obligations
Submit packing slip for lead / manager approval
Execute daily logistical operations of service scheduling
Coordinate service scheduling flow with lead / manager
Conduct customer outreach for calibrations, upgrades, and repairs
Responsible for preparing and sending service quotes
Generate packing slips for service-related orders
Confirm service approvals with customers and coordinate service details
Provide customer support and respond to service-related inquiries
Manage purchase orders for required parts and rental kits
Schedule services and coordinate technician availability
Monitor parts order status and update schedules accordingly
Coordinate service scheduling as needed based on parts availability
Act as first layer of support for all customer inquiries
Serve as the initial point of contact for all customer inquiries
Ensure a professional, timely, and customer-focused communication standard
Triage and resolve general questions or issues promptly and accurately
Escalate complex or unresolved matters to the appropriate team or lead
Document all customer interactions in HubSpot
Market Research: Stay up to date on company offerings and industry trends
Stay knowledgeable about 100% of Indicate Technologies product and service offerings
Stay updated on competitor offerings
Provide customer engagement insight
Identify product and service offering gaps
Provide buyer insight observations
Identify buying trends around products and services
Provide customer landscape insights to rest of team
Research new products and upcoming industry technology advancements
Proactively resolves daily logistical issues that arise
Demonstrates strong ownership of responsibilities
Always strives for accurate and efficient outcomes
Promotes successful collaboration across Indicate Technologies