Synergis Software · 4 hours ago
Sales & Operations Specialist
United States
Full-time
Remote
Senior Level
5+ years expSynergis Software is seeking a Sales & Operations Specialist to support their Adept Sales team. The role involves generating sales quotes, processing orders, and collaborating with Finance and Operations teams to ensure order integrity and meet business needs.
ComputerSoftware
Responsibilities
Will own Quote-to-Order processes
Responsible to create and update sales quotes
Will assist sales with Licensing and Pricing strategies in Excel
Receive and Process orders
Coordinate and assist with Partner transactions (Global Footprints, DLT)
Will ensure Order Accuracy
Resolve rejected orders, working with Finance, Sales, and/or Customers as needed
Will send order confirmation communications to customers
Will assist sales with software forecasting schedule
Will Send Vendor Purchase Orders
Will Reconcile End-of-Month Software Forecast to Billings
Will complete requested documentation from customers – COI, Vendor Forms, ACH Forms, W-9
Will create and update Adept Salesforce contracts and assets
Will generate and send Customer Authorization Codes for orders and Customer Portal Requests
Will receive and handle or forward Ring Group Voicemails
Will receive and distribute faxes
Will support Senior Leader special projects or initiatives
Qualification
Required
Bachelor's Degree or equivalent experience
A minimum of 5 years in a Sales Support role
Accounting experience desired
Experience in a CRM solution required, Salesforce experience a plus
Experience in MS Office applications with intermediate MS Excel skills required
Ability to juggle multiple projects with shifting priorities
Good verbal and written communication skills
Company
Synergis Software
Synergis Software develops document management and workflow solutions.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Janet Kiehart
Global Strategic Account Manager
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