Sales Operations Support Specialist
2 months ago
LOCATION: Jupiter, FL.
STATUS: Hourly Non-Exempt
JOB SUMMARYESSENTIAL DUTIES AND RESPONSIBILITIES
The essential functions of the job include, but are not limited to, the following:
- Support Operational Sales Reporting for Customer Orders/Sales and Forecasted Pipeline and Demand Management
- Coordinate review of Forecast Pipeline and Demand Scope Requirements with Internal Sales Team
- Support Management of Forecast Pipeline, Demand Planning and KPI Reporting Requirements in Salesforce CRM
- Manage Alignment of Periodic Customer Order Booking with Salesforce CRM Requirements for Internal Approval and Transaction Closing
- Support All Processes Related to Customer Order Booking and Approval Including:
- Collection and Review of all documentation related to acceptability for pricing, scope, commercial terms, legal, tax, delivery, export compliance and ITAR
- Coordination of Order Acceptance/Approval requirements with internal stakeholders and follow-up with Customer as required
- Support Management and storage of all Customer Orders, Approval, and Backup documentation for SOP alignment and audit History
- Input and maintenance of SAP Customer Order/SD transactions in alignment with Tax, Finance, Central Planning and Execution Team(s) requirements
- Maintenance of customer master data in OneSource Tax System and SAP for sales tax calculation and billing
- Other duties as assigned.
MINIMUM REQUIREMENTS
Education & Training
- Associate’s Degree required. Bachelor’s Degree in Business Administration, Accounting or Finance preferred
- Must complete EHS assigned regulatory training for work area as described by PSM’s EHS Training Matrix
Skills/Experience
- 2+ years of experience with Sales Forecast Management and Analysis
- 2+ years of experience with management and analysis of internal sales and execution process
- 2+ years of working knowledge with Sales Operations processes specific to the Order and Revenue Cycles
- 2+ years of working knowledge and experience of SAP or equivalent ERP system specific to Sales Order, Demand and Execution Modules
- 2+ years of working knowledge and experience of Salesforce.com or equivalent CRM system (Salesforce Reporting/Dashboard experience a plus)
- Comprehensive understanding of end-to-end Sales Process, From Proposal through Order Execution
- Demonstrated skills to troubleshoot, problem solve and investigation for solution prior to escalation
- Demonstrated skills to initiate process improvement for job related responsibilities
- Demonstrated ability for prioritization and self-management of job functions
- Demonstrated high level of accountability and ownership of assigned responsibilities
- Excellent interpersonal and communication skills.
- Thorough understanding of MS office suite of software, in particular Excel & Power Point. (Moderate to Advanced Excel a Plus)
Equal Opportunity Employer Veterans/Disabled
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