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Sales Operations Coordinator

2 months ago

Toledo, Toledo, United States Bow Robotics Full time
Job Title: Sales Operations Specialist

Bow Robotics, a leading provider of industrial robot services, is seeking a highly organized and detail-oriented Sales Operations Specialist to support our sales and operational functions.

Job Summary:

The ideal candidate will manage customer onboarding, order processing, quoting, and other vital tasks to ensure seamless operations across various departments and proactive communications with our customers.

Key Responsibilities:
  • Manage the onboarding process for new customers, ensuring a smooth transition and timely responses to inquiries.
  • Assist with quoting for preventive maintenance services, field services, part sales, repairs, and urgent needs, independently researching and creating quotes for part compatibility and replacement numbers.
  • Monitor the status of open quotes, including repairs pending purchase orders, urgent field service requests, and expired or soon-to-expire quotes, proactively reaching out to customers to facilitate timely action.
  • Support sales forecasting efforts for the BOW & Addtronics leadership team, ensuring regular communication with customers to schedule, plan services, address any delays, provide updates, and resolve any concerns related to pending quotes.
  • Generate order acknowledgments to confirm all job details with customers, input jobs into Service Fusion and Quickbooks, and maintain accurate records of bookings and quotes in the system for reporting and analysis.
  • Oversee the invoicing process to ensure timely and accurate billing, collaborating with accounting and communicating with customers when discrepancies arise.
  • Verify orders and invoices for accuracy, ensuring all details match across departments, and manage the vendor onboarding process and distribute POs to vendors efficiently.
  • Compile customer-facing documents and reports for distribution, develop an in-depth understanding of Bow Robotics' services, pricing, cost structures, and part sourcing to support decision-making and quoting, and implement and manage back-end processes that streamline operations and improve efficiency.
  • Act as the key link between the sales team, operations, and other departments, ensuring smooth communication and operational flow.
Requirements:
  • Bachelor's degree or equivalent work experience in sales operations, customer service, dispatching, or a related field.
  • Proficiency in MS Office, especially Excel.
  • Experience in a customer service or sales operations role, with experience in dispatching, scheduling, or service management systems preferred.
  • Familiarity with Salesforce, CRM, and quoting tools and service management platforms such as Service Fusion and Salesforce CRM Quoting Module.
  • Exceptional attention to detail and accuracy, with the ability to quickly learn and adapt to new software, systems, and technologies.
  • Strong organizational and time management skills, with excellent written and verbal communication skills.
  • Ability to handle multiple priorities and meet deadlines in a fast-paced environment.
Travel:

Travel to support the business is required and expected to be less than 15%.

Bow Robotics is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to providing a workplace that is free from discrimination and harassment, and where all employees feel valued and respected.