Sales Operations Associate

5 days ago


Corona, United States United Material Handling Full time

About the Company - At United Material Handling we have great people working together to create an extraordinary company. We seek to be the type of workplace where we have mutual respect and teamwork. We want our fellow employees to enjoy their jobs. We believe in doing the right thing by each other, our customers and business partners. This core value is consistent with our company name.

Purpose:

Work with customers to provide product/services information, answer questions, and resolve any emerging problems that customer accounts might face with accuracy and efficiency. Deliver exceptional Customer Experience during every customer interaction. Act as a customer liaison supporting the sales team and the UMH team.

Key Duties and Responsibilities:

Administrative Duties:

  • Answering phones: Answering, screening, and forwarding phone calls, and taking detailed messages and forwarding calls as necessary.

Sales Functional Support:

  • Address customer inquiries, concerns, and requests promptly.
  • Produce quotes for Direct and Distribution customers.
  • Adding new opportunities into CRM.
  • Input customer & sales data into ERP & CRM systems.
  • Assist the sales team by preparing quotes and managing customer accounts in the CRM system.

Sales Order Management:

  • Enter and process customer orders accurately and efficiently, ensuring timely follow-up on order status, shipping details, and delivery dates.
  • Send order confirmation emails promptly to both Retail and Distribution customers.
  • Provide necessary information and updates to customers regarding their orders.
  • Maintain accurate records of customer interactions, sales orders, and correspondence for future reference.
  • Monitor and manage orders, ensuring accurate and timely processing.
  • Verify proper inventory is available for new sales orders.
  • Manage essential shipping documents such as BOLs (Bill of Lading), SOs (Sales Orders), and POs (Purchase Orders).
  • Handle the efficient filing and organization of various shipping documents.
  • Add and manage any additional fees related to shipments, storage, or other relevant services.
  • Add fees associated with City permits to sales orders and ensure proper documentation is on file.
  • Proactively follow up with Procurement Department internally on delayed product shipments, ensuring timely resolution and customer satisfaction.

Returns and Exchanges:

  • Process Return Merchandise Authorizations (RMAs) efficiently, maintaining accurate records.
  • Handle product picks and dims for returns and exchanges.
  • Schedule product returns and any necessary shipping that may be required.

Warehouse Scheduling Support:

  • Assist in scheduling tasks when the warehouse clerk is unavailable, ensuring seamless operations.

All other tasks upon request.

Education:

  • High school diploma or equivalent.

Experience:

  • 3-5 years of proven experience in a high-volume Sales Operations Associate role.
  • Previous experience in a distribution or logistics setting is highly desirable.
  • Familiarity with ERP systems, especially NAV or similar platforms.

Communication Skills:

  • Strong verbal and written communication skills.
  • Ability to convey information clearly and professionally, especially in a fast-paced environment.

Organizational Skills:

  • Excellent organizational and multitasking abilities.
  • Attention to detail in document management and order tracking.

Problem-solving:

  • Strong problem-solving skills, particularly in addressing delayed shipments and order discrepancies.

Technology Proficiency:

  • Proficient in using shipping software, Microsoft Office Suite, and other relevant tools.
  • Quick learner for any proprietary systems used by UMH.

Team Player:

  • Collaborative mindset with the ability to work effectively within a team.
  • Ability to work with cross functional team members.

Flexibility:

  • Adaptable to changing priorities and comfortable in a dynamic work environment.

AAP/EEO Statement

United Material Handling, Inc. is an equal opportunity employer and is committed to complying with all federal, state and local laws providing equal employment opportunities, and all other employment laws and regulations. United Material Handling, Inc. is committed to providing a work environment free of harassment, discrimination, retaliation, and disrespectful or other unprofessional conduct based on sex (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression (including transgender), sexual orientation, military or veteran status, ancestry, physical or mental disability, medical condition, genetic information, marital status, registered domestic partner status, age (40 and older), sexual orientation, military and veteran status, citizenship status, or any other status protected by federal, state, or local laws or ordinance or regulation.



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