Order Mgmt. Specialist, Project Business

SMA America•Rocklin, CA

22h•Hybrid

About The Position

We are seeking an Order Management Specialist, Project Business to support end-to-end order fulfillment for EPC Large Scale project accounts across North Central America. This role serves as the subject matter expert for the order management team on processes and issues, driving cross-functional collaboration, reporting accuracy, and continuous improvement. The Order Management Specialist, Project Business plays a critical role in ensuring order cycle integrity, billing accuracy, and customer satisfaction across SMA America's project business operations. This role is hybrid and based out of our Rocklin, CA office.

Requirements

High school diploma or equivalent required
Minimum 5 years of relevant work experience in order management or customer service
Knowledge of SAP and Salesforce
Strong problem-solving skills with the ability to resolve complex duties and tasks
Knowledge of logistics and freight forwarders including FedEx and TMS
Proficiency in Microsoft Office Suite including Word, PowerPoint, and Excel
Strong written and verbal communication skills in English
High attention to detail and a commitment to accuracy

Nice To Haves

Associate degree in Business or Logistics strongly preferred
Experience in a solar, energy, or supply chain environment
Business administration, finance, or supply chain background
German and/or Spanish language proficiency is a plus

Responsibilities

Manage end-to-end order processes for EPC Large Scale project accounts with advanced knowledge of all order process steps
Identify and resolve order-related problems in a timely manner while ensuring accurate billing and transactions
Analyze and assess inbound material, on-hand material availability, and order allocation
Process Sales RMA returns and manage credit note requests through to completion
Collect, identify, and manage reseller certificates for tax exemption
Close out Salesforce opportunities for Sales, create ship-to accounts, and perform data entry
Conduct weekly Open Order Meetings for project business with Purchasing, Transportation, and Project Management
Review and manage the open order report and update expected delivery dates for accurate revenue forecasting
Import and query open order reports in Excel and prepare performance metrics for management
Communicate order status to partners and ensure order cycle timelines are met
Prepare delivery notes and manage communication with Accounts Receivable for transition into the 3PL Footprint system
Create freight quotes through the TMS Freight portal
Collaborate cross-functionally to drive continuous improvements on related processes, work instructions, and procedures
Serve as subject matter expert in task force teams and represent the order management function
Research and apply data from SAP functions to resolve complex order tasks
Serve as the subject matter expert for system testing in test environments for new implementations
Train and mentor new team members
Other duties as assigned