Platform Specialist - Public Sector

Ingram Micro•Buffalo, NY

About The Position

The Platform Specialist supports sales operations through accurate order entry, platform transaction processing, and cross-functional coordination. The role manages high-volume transactional activities, maintains data integrity, resolves order-related issues, and supports platform adoption while delivering an exceptional customer experience. The position works with sales teams, account managers, customer service, operations, and other internal stakeholders to process orders and platform requests, resolve issues, and support customer satisfaction. It also tracks operational performance and identifies opportunities for process improvement and increased platform adoption.

Requirements

  • Associate degree and at least 2 years of experience in sales operations, order management, customer support, or a related field; or a High School Diploma/GED and at least 5 years of relevant experience.
  • Experience with order entry, order processing, and CRM systems.
  • Strong attention to detail and organizational skills.
  • Ability to manage multiple priorities and meet performance metrics/KPIs.
  • Strong problem-solving and communication skills.
  • Ability to work cross-functionally and independently in a dynamic environment.
  • Proficiency with Microsoft Excel, Outlook, and related business applications.

Nice To Haves

  • Experience with Zendesk or similar ticketing platforms.
  • Knowledge of sales operations, licensing, quoting, or platform support.
  • Experience in a technology, IT, SaaS, or distribution environment.
  • Background in reporting, data analysis, or process improvement.
  • IT-related education or experience.

Responsibilities

  • Process sales orders, change orders, and platform transactions accurately and on time.
  • Review and validate orders, quotes, pricing, licensing, and customer information.
  • Support sales teams, account managers, and internal stakeholders with order- and platform-related requests.
  • Use CRM systems and Zendesk to manage customer and transaction inquiries.
  • Maintain data integrity and identify opportunities to improve processes and platform adoption.
  • Generate reports and track KPIs related to order completion, productivity, and service levels.
  • Partner with Sales, Customer Service, Operations, and other teams to resolve issues and ensure customer satisfaction.
  • Prioritize competing requests and adapt to a fast-paced, high-volume environment.

Benefits

  • Healthcare benefits
  • Paid time off
  • Parental leave
  • 401(k) plan and company match
  • Short-term and long-term disability coverage
  • Basic life insurance
  • Wellbeing benefits
  • Merit increases, annual bonus or sales incentives, and long-term incentives for eligible roles
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