Sales & Operations Specialist

SYNERGIS TECHNOLOGIES, LLC•Quakertown, PA

10d

About The Position

The Sales & Operations Specialist will work with the Adept Sales team assisting in generating sales quotes and processing orders. Will work with the Finance team to ensure order integrity. Will assist Sales, Finance, and Operations teams to support overall business needs.

Requirements

Bachelor's Degree or equivalent experience
A minimum of 5 years in a Sales Support role
Accounting experience desired
Experience in a CRM solution required, Salesforce experience a plus
Experience in MS Office applications with intermediate MS Excel skills required
Ability to juggle multiple projects with shifting priorities
Good verbal and written communication skills

Responsibilities

Will own Quote-to-Order processes
Responsible to create and update sales quotes
Will assist sales with Licensing and Pricing strategies in Excel
Receive and Process orders
Coordinate and assist with Partner transactions (Global Footprints, DLT)
Will ensure Order Accuracy
Resolve rejected orders, working with Finance, Sales, and/or Customers as needed
Will send order confirmation communications to customers
Will assist sales with software forecasting schedule
Will Send Vendor Purchase Orders
Will Reconcile End-of-Month Software Forecast to Billings
Will complete requested documentation from customers – COI, Vendor Forms, ACH Forms, W-9
Will create and update Adept Salesforce contracts and assets
Will generate and send Customer Authorization Codes for orders and Customer Portal Requests
Will receive and handle or forward Ring Group Voicemails
Will receive and distribute faxes
Will support Senior Leader special projects or initiatives