SALES OPERATIONS ASSOCIATE - CHARLOTTE, NC

SUMMARY

The Sales Operations Associate is a multi-faceted role that supports company operations from quote to order inception, through implementation.  Responsible for supporting internal and external customers by specifying and  coordinating product sales through a customer-focused mindset.  The Sales Operations Associate collaborates with sales team members and customers to support new business opportunities, promote sales growth, and support business growth and operational excellence.  Knowledge of our tools, processes, products, and customer requirements are essential to providing timely and effective results - whether it be the submission of a quote, managing a new business roll out, or maintaining customer information within company databases.

ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited to, those listed below:

• Support all processes related to customer quotes and order booking.  Prepare customer quotes/proposals.  Review customer POs for accuracy, process orders, and distribute sales order confirmations.
• Coordinate Order Acceptance/Approval requirements with internal stakeholders and follow up with Customers as required.
• Administer management, backup and storage of all Customer quote and order documentation for SOP alignment and audit history.
• Manage Demo/Evaluation Fleet Processes.   Coordinate with Account Executives and Demo Processing Team to ensure timely and accurate fulfillment achievement.
• Customer satisfaction communication/outreach.  Triage and Respond to incoming Customer Calls to Call Center.
• Assist CSMs as needed regarding Demos/Trials, Customer/Technical training, Clinical support, Customer deliveries, etc.  Triage and prioritize needs/requests while communicating to, and coordinating with, cross-functional teams for successful execution. 
• Respond to internal and external customer inquiries regarding pricing, product availability, order status, general questions and requests, etc. 

• Regularly update and maintain customer records in CRM, ERP and ancillary internal systems to ensure accuracy and compliance with LINET’s quality control processes. Examples include SAP, Salesforce, Monday.com, SharePoint, etc.

• Generate new customer accounts.  Ensure all required information is accurate and entered into internal systems.  Complete and process new customer and vendor packets, when applicable.
• Collaborate with Finance and AR teams to manage Customer credit lines, past dues and credit holds.
• Maintain/Update GPO Price Activation and Tier Approval Requests
• Assist with New Hire Sales Onboarding and Enablement, Vendor Credentialing and Training initiatives.       
• Assist with inter-company SOP creation, development and implementation.
• Assist with RFI/RFP/Contract Proposal generation.
• Maintain Company Employee directory.

• Coordinate and facilitate HQ inter-office administrative tasks as needed.

• Other projects and duties as assigned.

SUPERVISORY RESPONSIBILITIES

This position has no supervisory responsibilities.

CHARACTERISTICS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The items listed below are representative of the characteristics that are necessary to perform at the expected level in this assignment.

• High level of integrity
• Learning agility
• Exemplary interpersonal skills – ability to work effectively with a variety of personalities and behavioral styles  
• Ability to organize and manage multiple priorities and deadlines
• Exceptional written and oral communication skills
• Detail oriented and highly organized
• Strong customer orientation

LANGUAGE SKILLS

Ability to respond to common inquiries or complaints from employees, customers or members of the business or at-large community.
 

MATHEMATICAL SKILLS

Ability to apply mathematical concepts and operations.

REASONING ABILITY

Ability to define problems, collect data, establish facts, draw valid conclusions, and offer appropriate solutions.

PHYSICAL DEMANDS 

While performing the duties of this job, the employee is regularly required to talk and hear.  The employee frequently is required to sit and stand.  The employee is occasionally required to walk; use hands to finger, handle, or feel; and reach with hands and arms.  The employee must occasionally lift and/or move up to 25 pounds.  Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
 

WORK ENVIRONMENT 

Hybrid with Tuesday and Thursday in office located at 9115 Harris Corners Pkwy Ste 150., Charlotte, NC 28269.

TRAVEL

No travel required.

MINIMUM QUALIFICATIONS

• 2+ years’ previous experience in Sales Operations, Customer Service, Commercial Operations, Marketing and/or Sales/Account Management.
• Bachelor’s degree strongly preferred
• Proficiency in all MS Office Suite applications including Excel and PowerPoint. 
• Salesforce and Adobe Suite expertise a plus

Linet Americas Inc. is an Equal Opportunity / Affirmative Action employer. 

All candidates are selected solely on the basis of legally permissible job related criteria.