Sales Operations Specialist

Austin, TX, US

Job Description / Skills Required

    • Setup/onboard new customers and work with customer on Uhnder being onboarded into their system as a supplier
    • Working with Sales, generate formal sales quotations
    • Process Customer Purchase Orders

 

 

      • Receive PO’s and confirm against quote (if applicable) & against any associated customer terms and conditions
      • Work with Sales on any Orders to be rejected and coordinate communication to the customer
      • Work with Operations and/or Program Management to generate formal Order Acknowledgements for any valid PO’s. Ensure that estimated shipping dates are included in the acknowledgement for any order products

 

 

    • Work with Operations and Program Management to generate invoices based on shipments and/or completion of milestones
    • Work with customers on collection of any outstanding, delinquent A/R
    • Tracks and ages the total of outstanding quotes and is able to reconcile them when PO’s are received
    • Develops weekly sales reports for Bookings, Billings, Backlog and A/R

 

 

Experience

 

  • Able to communicate proficiently both verbally and written in English
  • 3-5 years’ experience in a customer operations role specific to order management
  • Knowledge of accounting concepts relative to bookings, billings, A/R and A/P
  • Experience with Microsoft Office, specifically Excel, for creation and maintenance of sales reports spreadsheets