Synergis Technologies: Sales & Operations Specialist

Headquarters: Remote URL: http://synergis.com

About the Role

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

Responsibilities

Sales

Own Quote-to-Order processes
Create and update sales quotes
Assist sales with Licensing and Pricing strategies in Excel
Receive and Process orders
Coordinate and assist with Partner transactions (Global Footprints, DLT)
Ensure Order Accuracy
Resolve rejected orders, working with Finance, Sales, and/or Customers as needed
Send order confirmation communications to customers
Assist sales with software forecasting schedule

Finance

Send Vendor Purchase Orders
Reconcile End-of-Month Software Forecast to Billings
Complete requested documentation from customers – COI, Vendor Forms, ACH Forms, W-9

Operations

Create and update Adept Salesforce contracts and assets
Generate and send Customer Authorization Codes for orders and Customer Portal Requests
Receive and handle or forward Ring Group Voicemails
Receive and distribute faxes

Other

Support Senior Leader special projects or initiatives

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

Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religious creed, ancestry, national origin, age, sex, sexual orientation, sexual identity or handicap.

To Apply

https://weworkremotely.com/remote-jobs/synergis-technologies-sales-operations-specialist