Sales Operations Specialist

$52,000 - $62,400/Yr

Advantech - Milpitas, CA

Full-time - Mid Level

Remote - Milpitas, CA

Professional, Scientific, and Technical Services

About the position

The Sales Operations Specialist at Advantech is responsible for managing daily order processes, maintaining customer relations, and analyzing data to ensure timely product launches and fulfillment. This role requires a self-starter who collaborates closely with Key Account Managers to support sales operations and resolve any issues that arise.

Responsibilities

• Order Management on bookings, shipping, expediting, and backlog management for assigned accounts.
• Validate the accuracy of purchase orders on price, MOQ/MSQ, incoterm, shipping points, NCNR and communicate with customer for any necessary changes.
• Team up with assigned Key Account Managers to support the Sales Operations functions and drive future business after mass production.
• Manage EOL's: facilitate the execution of LTB, LOI, and to communicate internally and externally to complete the process.
• Monitor customer's receivable balance, assist with Account Receivable team on collection, and make recommendations to management regarding credit issues that may prevent shipment release.
• Communicate and resolve issues with various internal stakeholders including but not limited to: Accounting, Production, Supply Chain/Peripheral Trading, Logistics, RMA, etc.
• Work with Supply Chain for demand planning and inventory balancing.
• Mitigate risk by proactively identifying and reporting potential challenges.
• Work closely with customers and internal stakeholders until cases are closed.
• Conduct month end, quarter end, and year-end account activity analysis in CRM.
• Organize and participate in Quarterly Business Review meetings with Key Account Managers, taking action and drive results.
• Other duties and responsibilities as assigned.

Requirements

• Minimum of 1 year of experience in a combination of Customer Success Management, Account Management, or Supply Chain Management from similar industries.
• Strong computer literacy with MS Office suite (Outlook, advanced in Excel, Microsoft Teams, etc.).
• Excellent verbal and written communication skills.
• Extremely detail-oriented and analytical with strong organization skills.
• Ability to interface and provide strong customer service with our external and internal stakeholders.
• Highly motivated, able to work independently, self-starter.
• Strong sense of integrity and the ability to take on challenges and initiatives.
• Must be a team-player.

Nice-to-haves

• Experience in utilizing ERP systems, SAP preferred.
• Bilingual is a plus.

Benefits

• Paid holidays
• Disability insurance
• Health insurance
• Dental insurance
• Work from home
• Employee assistance program
• Vision insurance
• 401(k) matching
• Life insurance
• Referral program