Sales & Operations Specialist at SYNERGIS TECHNOLOGIES, LLC – Quakertown, Pennsylvania

Position Summary
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.

Duties & Responsibilities

Sales

• 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

Finance

• 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

Operations

• 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

Other

• Will 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

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.