Order Processing Specialist

3 weeks ago


San Diego, United States Optima Office, Inc. Full time
Job DescriptionJob Description

Our client's rapidly growing business is in need of an Order Processing Specialist, based in San Diego CA.  This is a full-time, on-site position.

 

Responsibilities:

  • Own the drop-ship order processing workflow: quoting, order acknowledgement, vendor setup, process Purchase Orders, Sales Orders, Invoicing and payment acceptance in Quickbooks.
  • Process Ecommerce orders work flow: order acknowledgment, pull & pack product, ship & confirm order.
  • Provide customer service and respond timely to inquiries and address order fulfillment issues
  • Responsible for maintaining customers’ W9 and resale certificates for sales tax compliance in QB and Avalara
  • Maintain order status information in Zoho CRM 
  • Ensure vendor bills match approved PO amounts
  • Maintain Open Sales Order and Open Purchase Order
  • Manage and process RMA workflow
  • Process international shipments to Canada (customs documentation and shipping labels)

Requirements

  • Must be able to work on-site 5 days a week (Mon- Fri)
  • Min. 3 yrs. drop-ship order fulfillment (domestic and international preferred)
  • Min. 3 yrs. warehouse logistics experience
  • Min. 3 yrs. customer service experience
  • Basic bookkeeping in QB Desktop or QBO preferred
  • BA preferred, not required
  • Strong customer service skills, professional and effective communication skills
  • Great attention to detail
  • Great organizational skills, proficiency in using Outlook to maintain multiple inboxes
  • Proficient with MS Office, especially MS Excel
  • Self-directed and self-motivated, ability to work independently
  • Basic understanding of sales tax applicability
  • 1-2 years' experience with a CRM software like Zoho
  • 1-2 years' experience with an order fulfillment ERP
Company DescriptionOptima Office provides Outsourced Accounting, Fractional CFO and COO services along with Human Resources Support. We serve close to 300 companies across the United States but are mostly focused on the West Coast. At least half of the work we do is onsite at our clients, although many of our team members work remotely at least half of the time. We bill on an hourly basis for our time. Optima attracts extraordinary employees and allows them the flexibility to work the hours they desire so they achieve an ideal work-life balance. Optima’s motto is Happy Staff = Happy ClientsCompany DescriptionOptima Office provides Outsourced Accounting, Fractional CFO and COO services along with Human Resources Support. We serve close to 300 companies across the United States but are mostly focused on the West Coast. At least half of the work we do is onsite at our clients, although many of our team members work remotely at least half of the time. We bill on an hourly basis for our time. Optima attracts extraordinary employees and allows them the flexibility to work the hours they desire so they achieve an ideal work-life balance. Optima’s motto is Happy Staff = Happy Clients

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