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Procurement Specialist

2 months ago

Charlotte, United States Cherry Bekaert Advisory, LLC Full time
Job DescriptionJob Description

Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work, Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today’s toughest business challenges with a client-first mindset, working together to create exceptional value. We are all committed to making a difference for our people, our clients, our community, and our professions. To meet this commitment, Cherry Bekaert will provide you with the space to pursue growth and development opportunities that will guide and support you at each stage of your personal and professional journey.

The Procurement Specialist must maintain vendor relationships, authorize product purchasing, and oversee processes within the Sales Team and Advisory team. The Procurement Specialist also supports the Sales/ Technical Team with daily activities not limited to the following: maintain opportunities, assist in generating quotes, process sales through ConnectWise workflow.

As a Procurement Specialist, you will:

  • Procurement System Management
    • Responsible for managing ConnectWise, a professional services automation (PSA) tool
    • Manage the procurement processes related to ConnectWise, including license agreements, vendor relationships, and assisting with vendor contract negotiations
    • Maintain accurate records of ConnectWise procurement activities and expenses
    • Provide regular updates to internal stakeholders on ConnectWise-related procurement activities and progress
    • Monitor sales activity in ConnectWise and assist the sales and account management team where needed.
    • Understand processes in ConnectWise by completing assigned training materials and blueprints on the ConnectWise University
  • Purchasing & Inventory Operations
    • Manage day-to-day procurement operations for the Managed Services team, including documenting processes, creating quotes, ordering product, and managing service tickets
    • Manage hardware and software resell activities for the Managed Services team, including license management/renewals, software, and hardware
    • Utilize purchasing system for procurement of products
    • Lead the procurement process including creating product quotes, sales agreements, proposals, and purchase orders
    • Maintain data integrity in Firm systems
    • Authorize and maintain product listing and product inventory with price and cost information in ConnectWise
    • Purchase all licensing and hardware including but not limited to: Microsoft, Cisco, VMware, laptops, and peripherals
    • Verify and keep records on incoming and outgoing shipments of products
    • Stock products in warehouse and release to customers as needed
    • Perform the Return Merchandise Authorization (RMA) process to procure replacement products from manufacturers and vendors or refunds
    • Schedule and lead weekly sales meeting ensuring sales opportunities are handled appropriately and timely
    • Serve as liaison with other departments in the company to gather documentation and data for supporting the Sales Team.
    • Collaborate with finance and accounting teams to ensure accurate and timely revenue recognition and reporting for Managed Services product activities
    • Contribute to shared responsibilities that support local office operations.

What you Bring to the Table:

  • Strong understanding of ConnectWise or similar PSA system
  • Have or be able to quickly gain proficiency in ConnectWise, Microsoft Office, Dynamics CRM, STAR, Beanworks
  • Knowledge and experience in cross-functional management methods and techniques.
  • Knowledge of industry applications, processes, software, and equipment.
  • Strong organizational, presentation, and customer service skills.
  • Skill in planning and preparing written communications.
  • Interpersonal skills: such as telephone skills, communication skills, active listening and customer-care.
  • Ability to multi-task and adapt to changes quickly.
  • Ability to work in a team and communicate effectively.
  • Service awareness of all organization’s key services for which support is being provided.
  • Understanding of support tools, techniques, and how technology is used to provide services.
  • Typing skills to ensure quick and accurate entry of service request details.
  • Self-motivated with the ability to work in a fast-moving environment.
  • Technical awareness: ability to match resources to technical issues appropriately.

What we offer you:

  • Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect.
  • The opportunity to innovate and do work that motivates and engages you.
  • A collaborative environment focused on enabling you to further your career growth and continuous professional development.
  • Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing.
  • Flexibility to do impactful work and the time to enjoy your life outside of work.
  • Opportunities to connect and learn from professionals from different backgrounds and with different cultures.

About Cherry Bekaert

Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. “Cherry Bekaert” is the brand name under which Cherry Bekaert LLP and Cherry Bekaert Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management. For more details, visit cbh.com/disclosure.

Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The range for this position is $25.00 to $29.81 per hour. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate’s work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.

Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law.

This role is expected to accept applications for at least five calendar days.

Candidates must demonstrate they are eligible to work in the United States. Cherry Bekaert will not provide work sponsorship for this position.

Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at cbh.com/careers and follow us on LinkedIn, Glassdoor, Instagram, Twitter, and Facebook.

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