Lead Sales Operations Coordinator

Thermo Fisher Scientific - Durham, NC

Full-time

Durham, NC

Computer and Electronic Product Manufacturing

About the position

The Sales Operations Coordinator will play a pivotal role in supporting PCS product and customer data management, standardizing the Request-For-Proposals (RFP) process, and building customer quarterly business review presentations to enhance the effectiveness of the Sales team. This position is essential for ensuring a world-class customer experience and improving the efficiency of sales operations. The successful candidate will be responsible for entering customer pricing or price increases, which may occur annually or throughout the year, in collaboration with Product Management. A strong emphasis will be placed on continuous process improvement, utilizing quantitative metrics and KPIs to drive performance and operational excellence. In this role, you will be tasked with setting up new items and customers in accordance with documented processes within Salesforce (SFDC) and the ERP system. You will perform PCS Product Data Management to support sales opportunities and ensure compliance with Service Level Agreements (SLAs). Your responsibilities will include item maintenance, ensuring the accuracy and integrity of item structures, and managing pricing updates. You will also load customer rebates and contracts into the ERP system, process and generate quotes for pricing changes, and build customer profiles and data requirements within the PCS ERP system. Additionally, you will maintain customer item tables, set up customer master files, and address customer inquiries and surveys. You will be responsible for preparing Quarterly Business Review (QBR) materials for customers by populating pre-approved templates with relevant PCS data. Furthermore, you will provide support for sales projects, translating PCS business needs into SFDC requirements. This role requires a proactive approach to problem-solving and a commitment to enhancing the overall customer experience through effective data management and operational support.

Responsibilities

• Setup new items and customers in accordance with documented processes within SFDC and the ERP system.
• Perform PCS Product Data Management that supports Sales opportunities.
• Meet Service Level Agreements (SLAs).
• Conduct item maintenance to ensure system accuracy and integrity.
• Manage pricing maintenance, including loading customer rebates/contracts into ERP and updating standard/list costs.
• Process and generate quotes for pricing changes and upload new sell prices provided by TSS.
• Build customer profiles and data requirements within PCS ERP.
• Maintain customer item table maintenance, tying customer items (custom SKUs) to PCS distributor items.
• Set up customer master files that include ship-to addresses and upload tax certificates.
• Address customer inquiries and surveys, building answers for business questionnaires and collaborating with Quality on specific questions.
• Prepare QBR materials for customers by populating pre-approved templates with PCS data.
• Provide SFDC support for Sales, translating PCS business needs into SFDC projects.

Requirements

• Bachelor's degree required, preferably in business or equivalent experience in an appropriate specialty.
• 3+ years of relevant business experience in operations, customer implementation, supply chain, sales, product management, and/or customer service.
• Past experience improving or fully automating business processes.
• Proficient with Microsoft Office (Word, Excel, PowerPoint).
• Proficient with business systems, including ERP systems, CRM systems, and workflow automation systems.
• Strong written and verbal communication skills, along with presentation skills.
• Knowledgeable in continuous improvement methodology and related analytical tools, e.g., PPI, Six Sigma, Lean, flow charting, pivot tables.