Business Operations, Logistics Associate

Indicate Technologies Inc.; Santa Clara (CA); On-site; USD 52,000 - 68,000; Full time

Job summary

Indicate Technologies Inc. in Santa Clara, CA is seeking a Logistics Associate to support the Logistics team, ensuring products are delivered accurately, efficiently, and on time. You will also schedule general service requests and act as the first line of support for customer inquiries.

Success depends on strong organization, clear communication, teamwork, and attention to detail, with proactive problem-solving to keep business moving forward.

Qualifications

• Strong organization and time management skills.
• Ability to work in a team-oriented environment with effective communication.
• Proactive problem-solving with attention to accuracy and efficiency.

Responsibilities

• Execute daily logistical operations of sales orders: process emails, create jobs, collect documentation, coordinate fulfillment.
• Process service scheduling: coordinate flow with lead/manager, prepare and send quotes, schedule technicians.
• Act as first point of contact for customer inquiries; document interactions in HubSpot.
• Stay up to date on Indicate Technologies product and service offerings and market trends.

Skills

Logistics coordination

Customer service

Communication skills

Teamwork

Attention to detail

Tools

HubSpot

Job description

Position Overview: Reporting to the Business Operations Logistics Lead, the Logistics Associate supports the Logistics team, ensuring that products are delivered accurately, efficiently, and on time. In addition, the Logistics Associate is also responsible for scheduling general service requests. The Logistics Associate is a key contributor to the Business Operations team as they keep the flow of business moving forward.

Success in this role requires strong organization and time management skills, effective communication, ability to work in a team-oriented environment, strong attention to detail, and problem-solving skills. Success in this role is achieved through the combination of accuracy, display of efficiency, and proactivity.

Key Outcomes:

Execute daily logistical operations of sales orders:

• Process and manage all incoming email and web purchase orders
• Create jobs and collect all needed documentation
• Coordinate payment terms, shipping details, and fulfillment logistics
• Generate pack slips
• Submit vendor orders / fulfill from inventory
• Coordinate vendor fulfillment obligations
• Submit packing slip for lead / manager approval
• Process all incoming web orders
• Create jobs and collect all needed documentation
• Coordinate fulfillment logistics of web orders
• Generate pack slips
• Submit vendor orders / fulfill from inventory
• Coordinate vendor fulfillment obligations
• Submit packing slip for lead / manager approval

Execute daily logistical operations of service scheduling:

• Coordinate service scheduling flow with lead / manager
• Conduct customer outreach for calibrations, upgrades, and repairs
• Responsible for preparing and sending service quotes
• Generate packing slips for service-related orders
• Confirm service approvals with customers and coordinate service details
• Provide customer support and respond to service-related inquiries
• Manage purchase orders for required parts and rental kits
• Schedule services and coordinate technician availability
• Monitor parts order status and update schedules accordingly
• Coordinate service scheduling as needed based on parts availability

Act as first layer of support for all customer inquiries:

• Serve as the initial point of contact for all customer inquiries
• Ensure a professional, timely, and customer-focused communication standard
• Triage and resolve general questions or issues promptly and accurately
• Escalate complex or unresolved matters to the appropriate team or lead
• Document all customer interactions in HubSpot

Market Research: Stay up to date on company offerings and industry trends

• Stay knowledgeable about 100% of Indicate Technologies product and service offerings
• Stay updated on competitor offerings
• Provide customer engagement insight
• Identify product and service offering gaps
• Provide buyer insight observations
• Identify buying trends around products and services
• Provide customer landscape insights to rest of team
• Research new products and upcoming industry technology advancements

Exemplary

• Proactively resolves daily logistical issues that arise
• Demonstrates strong ownership of responsibilities
• Always strives for accurate and efficient outcomes
• Promotes successful collaboration across Indicate Technologies