Job Description
- Manage assigned customer accounts and serve as a primary point of contact for order-related needs.
- Create quotations and process customer purchase orders in SAP, ensuring accurate pricing, terms, and order information.
- Monitor order backlog, status, and aging while proactively resolving holds, discrepancies, and delays.
- Maintain accurate information across systems including SAP, Salesforce, Smartsheet/Microsoft Lists, and Excel.
- Investigate and resolve invoice discrepancies, returns, and other post-sale customer issues.
- Perform routine order audits to maintain accuracy and identify potential issues.
- Partner with Sales, Finance, Production Planning, Engineering, and other internal teams to resolve customer needs.
- Assist with progress payments and basic account reconciliation.
- Identify process gaps and contribute to continuous improvement initiatives.
- Support onboarding and training of new Sales Coordinators.
- Provide backup coverage for secondary accounts as needed.
- Review and validate letters of credit and coordinate revisions when required.
- Support compliance with applicable export control and international trade requirements.
- Communicate regularly with customers and internal credit teams.
Skills and Requirements
- 3+ years of relevant experience in sales coordination, order management, customer service, supply chain, operations, or a similar environment preferred.
- Bachelor's degree in Business, Supply Chain, Operations, Finance, or a related field is a plus, but a degree is not required.
- Experience working with SAP and/or Salesforce is strongly preferred. Candidates who have experience with comparable systems and can learn new technology quickly will also be considered.
- Strong Microsoft Excel skills and comfort working with data, reporting, and order information.
- Ability to troubleshoot order issues involving pricing, system discrepancies, account information, or delivery requirements.
- Strong organizational skills with the ability to manage multiple accounts and competing priorities.
- Excellent written and verbal communication skills.
- Comfortable working independently while collaborating closely with a team.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.