Summary
Trace3 is a transformative IT authority that provides technology solutions and consulting services. The Sales Operations Coordinator will manage internal item setup and validation, support order and fulfillment processes, review invoices and backlogs, and resolve discrepancies while coordinating with sales and internal teams.
Responsibilities
- Responsible for the internal item setup process and coordinating with sales team to ensure proper classification of each item “attribute” (tax classification, practice area, type, etc.)
- Responsible for quarterly review of all internal item records and completing any necessary revisions
- Provide guidance to internal teams on resolving variances associated with items
- Review, process and fulfill market development fund (MDF) orders
- Daily review of new invoices uploaded to vendor/distributor portals and creation of item fulfillments based on those invoices
- Assist Sales Ops Specialists with weekly backlog review as needed
- Assist with reviewing and processing drop ship orders through the ERP Platform in a timely manner when backup coverage is needed
- Problem-solve discrepancies and provide recommended solutions
- Perform other duties as assigned
Skills
- High school diploma or equivalent
- Strong Microsoft Excel skills
- Excellent interpersonal communication skills required for interacting with employees, vendors and clients
- Highly organized, detail-oriented, excellent time management skills and able to effectively prioritize tasks in a fast-paced, high-volume, and evolving work environment
- Ability to approach customer and sales requests with a proactive and consultative manner; listen and understand user requests and needs and effectively deliver
- Comfortable managing multiple and changing priorities, and meeting deadlines in an entrepreneurial environment
- Bachelor's Degree
Qualifications
Must Haves
- High school diploma or equivalent
- Strong Microsoft Excel skills
- Excellent interpersonal communication skills required for interacting with employees, vendors and clients
- Highly organized, detail-oriented, excellent time management skills and able to effectively prioritize tasks in a fast-paced, high-volume, and evolving work environment
- Ability to approach customer and sales requests with a proactive and consultative manner; listen and understand user requests and needs and effectively deliver
- Comfortable managing multiple and changing priorities, and meeting deadlines in an entrepreneurial environment
Nice to Haves
Benefits
- Comprehensive medical, dental and vision plans for you and your dependents
- 401(k) Retirement Plan with Employer Match
- 529 College Savings Plan
- Health Savings Account
- Life Insurance
- Long-Term Disability
- Training and development programs
- Major offices stocked with snacks and beverages
- Collaborative and cool culture
- Work-life balance and generous paid time off