CPI Selection | Manager of Sales Order Operations

2 days ago

boston, United States CPI Selection Full time

Position Summary

Responsible for the management of the day-to-day activities within the Sales Administration group inclusive of order review, order entry, shipment, invoicing with specific focus placed on adhering to revenue recognition rules, revenue reconciliation and Sarbanes-Oxley compliance and to ensure conformance to all policies and established practices.


Essential Duties and Responsibilities

  • Oversee daily activity performed by Sales Administrators to ensure timely and accurate entry of orders into an order entry system within established timeframes.
  • Develop, design and implement processes, procedures and reporting required as the result of the company’s position on achieving and maintenance of Sarbanes-Oxley compliance.
  • Review sales programs and non-standard orders to address and resolve revenue recognition issues in accordance with GAAP.
  • Work with sales and/or customer to resolve issues that impact revenue to achieve a resolution acceptable to both the customer and the company
  • Respond to non-routine questions from salespeople or customers about booking, pricing and revenue recognition policies and procedures.
  • Work with Contract Administration to ensure that customer contracts appropriately protect the company from a financial perspective.
  • Work closely with cross-functional groups within Finance to develop and implement processes and procedures to align the group with GAAP requirements as well as best practices.
  • Generate reports and analyze financial data used for financial reporting.
  • Act as liaison with Manufacturing for delivery dates and communicate to sales or customers as needed.
  • Prepare periodic reports with respect to order tracking and status as required (monthly, quarterly, annually).
  • Ensure accurate and timely retention and management of all department and customer related files.
  • Ensure and maintain full responsibility for the integrity of the data within the database. Devise departmental metrics to measure the quality of data, orders entered and turnaround time for bookings. Monitor and provide corrective action on such activity as needed.
  • Maximize efficiencies within the department, as well as cross-functionally, through continuous improvement methods and systemic approaches, while developing and implementing changes to existing processes to improve the customer’s experience, quality and delivery performance.
  • Develop, communicate and implement goals and action plans to achieve both departmental and corporate objectives.
  • Establish, develop, implement, document and maintain all documents required for department training manual, internal website and the ISO database. Manage the preparation of ISO related documents and requirements.
  • Enhance current methods and develop new methods for training and motivating support staff in a high transaction environment.
  • Assist in training newly hired Sales Operations personnel as needed.
  • Serve as back up for the Credit/Collection Administrator and Maintenance Services Manager as needed.


Basic Qualifications/Skills

  • B.S. in Finance or Business Administration.
  • 5+ years prior experience in a Sales Order / Finance Management position in a high technology environment.
  • Solid understanding of rules of revenue recognition, purchase order terms and conditions, and general accounting principles is key to the success of this position.
  • The ability to display a high energy level while, at the same time, responds to customer needs quickly and timely.
  • Proven communication skills, both oral and written within all levels of the organization.
  • Proven ability to meet difficult deadlines, especially during peak, fast-paced periods.
  • NetSuite experience a plus
  • Experience in systems integration a plus.

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