Sales Support & Logistics Specialist

Demeine Estates•St. Helena, CA

About The Position

The Sales & Logistics Specialist is responsible for managing the day-to-day sales order processing, logistics coordination, inventory administration, pricing, and operational support for a wine importing organization. This role serves as a key liaison between internal departments, suppliers, distributors, third-party logistics providers (3PLs), carriers, and customers to ensure orders are processed accurately, shipments move efficiently, and operational information is maintained in Business Central.

Requirements

Experience in wine, beverage alcohol, importing, distribution, logistics, or a related industry preferred.
Strong understanding of sales order processing, inventory management, and logistics operations.
Experience working with ERP systems; Microsoft Dynamics 365 Business Central experience strongly preferred.
Strong attention to detail and ability to manage high volumes of transactions accurately.
Excellent written and verbal communication skills.
Strong organizational and time-management skills with the ability to prioritize multiple deadlines.
Proficiency with Microsoft Office, Excel, and project/task management systems.
Ability to troubleshoot issues independently and work collaboratively across departments.
Strong analytical and problem-solving skills.
Knowledge of wine industry terminology, vintages, pricing structures, distributors, 3PLs, and import logistics is highly desirable.

Responsibilities

Process and enter all sales and operational orders, including wholesale, sample, employee, stock replenishment, distributor DI, transfer, and inbound warehouse orders.
Complete daily invoicing and ensure all orders are accurately fulfilled and documented.
Attach required supporting documentation to orders and maintain accurate order records.
Fulfill and coordinate orders through Ryder and other 3PL partners.
Process distributor transfers and troubleshoot shipping discrepancies, mis-shipments, and order issues.
Communicate daily with distributors regarding purchase order changes, order status, shipping requirements, and other operational needs.
Manage customer and distributor allocations and ensure orders are released.
Enter and maintain all price lists in Microsoft Dynamics 365 Business Central.
Maintain item notes and other product-specific data within Business Central.
Support Business Central development initiatives through system testing, process improvements, and project leadership.
Identify system and process improvements that increase operational efficiency and data accuracy.
Coordinate daily with 3PLs, carriers, suppliers, distributors, and internal departments to ensure timely and accurate order fulfillment.
Request product labels from suppliers for new items and vintage transitions.
Provide required codes and documentation for WWS inbound shipments.
Request and review ETS reports and other logistics documentation.
Coordinate prepayment requirements for designated supplier orders.
Support export orders by coordinating special labeling projects and completing required export documentation and forms.
Monitor and maintain inventory levels across warehouses and distribution channels.
Support inventory planning, replenishment, transfers, and product availability.
Conduct monthly inventory reconciliations, including posting journal entry adjustments and item reclassifications.
Communicate inventory changes, vintage transitions, and out-of-stock items to internal teams.
Maintain accurate inventory records and investigate discrepancies as needed.
Issue sales credit memos, sales invoices, purchase credit memos, billbacks, and other financial documents.
Run purchasing and inventory reports to support the Marketing and other internal departments.
Gather and organize supporting documentation for annual audits.
Maintain accurate records and documentation related to sales, purchasing, inventory, and logistics activities.
Create, maintain, and improve Standard Operating Procedures (SOPs) for sales, logistics, inventory, and operational processes.
Complete and track assigned projects and operational tasks through Monday.com.
Identify opportunities to streamline workflows, improve data accuracy, and increase visibility across departments.
Support cross-functional projects and system enhancements from implementation through testing and execution.