Sales Operations Specialist II

Advantech USA; Milpitas (CA); On-site; USD 60,000 - 71,000; Full time

Benefits offered by this job

Competitive salary DOE

Friendly team environment

Medical, dental, vision insurance

401(k) with company match

Work from home program

Job summary

Advantech is seeking a Sales Operations Specialist II in Milpitas, CA. You will partner with Key Account Managers to manage the order lifecycle from bookings and shipping through backlog, EOL, and collections, coordinating with Accounting, Supply Chain, Production, and Logistics to keep launches and fulfillment on schedule.

The role requires 1–3+ years in Customer Success, Account or Supply Chain management, strong Excel skills, and ability to communicate clearly with stakeholders at all levels.

Qualifications

• Minimum of 1-3+ years of experience in Customer Success Management, Account Management, or Supply Chain Management.
• Proficiency with MS Office (Outlook, Teams) and advanced Excel skills
• Ability to communicate clearly, verbally and in writing, with internal and external stakeholders at all levels
• Strong analytical and organizational skills with high attention to detail
• Ability to manage multiple accounts and priorities independently

Responsibilities

• Manage bookings, shipping, expediting, and backlog for assigned accounts
• Validate purchase orders for accuracy on price, MOQ/MSQ, incoterms, shipping points, and NCNR terms, and communicate needed changes to customers
• Partner with assigned Key Account Managers to support sales operations and drive future business after mass production
• Manage EOL processes, including execution of LTB and LOI, and coordinate internally and externally to completion
• Monitor customer receivable balances, assist the Accounts Receivable team with collections, and provide recommendations to management regarding credit issues that may affect shipment release
• Coordinate with Accounting, Production, Supply Chain/Peripheral Trading, Logistics, RMA, and other internal teams to resolve issues
• Work with Supply Chain on demand planning and inventory balancing
• Proactively identify and report potential risks, and work with the customer and internal stakeholders until each case is closed
• Other duties and responsibilities as assigned

Skills

MS Office

Excel

Communication

Analytical skills

Time management

Education

Bachelor's degree

Equivalent combination of education

Tools

SAP

Job description

Job Title

Sales Operations Specialist II

Location(s)

Milpitas, CA

Compensation

$60,000-$70,7000

About this position

Advantech is searching for a Sales Operations Specialist II to join our growing team. In this role, you will partner directly with assigned Key Account Managers to manage the order lifecycle for a portfolio of accounts, from bookings and shipping through backlog, EOL, and collections. You will work across Accounting, Supply Chain, Production, and Logistics to keep product launches and fulfillment on schedule.

Responsibilities

• Manage bookings, shipping, expediting, and backlog for assigned accounts
• Validate purchase orders for accuracy on price, MOQ/MSQ, incoterms, shipping points, and NCNR terms, and communicate needed changes to customers
• Partner with assigned Key Account Managers to support sales operations and drive future business after mass production
• Manage EOL processes, including execution of LTB and LOI, and coordinate internally and externally to completion
• Monitor customer receivable balances, assist the Accounts Receivable team with collections, and provide recommendations to management regarding credit issues that may affect shipment release
• Coordinate with Accounting, Production, Supply Chain/Peripheral Trading, Logistics, RMA, and other internal teams to resolve issues
• Work with Supply Chain on demand planning and inventory balancing
• Proactively identify and report potential risks, and work with the customer and internal stakeholders until each case is closed
• Other duties and responsibilities as assigned

Required Qualifications

• Minimum of 1-3+ years of experience in Customer Success Management, Account Management, or Supply Chain Management
• Proficiency with MS Office (Outlook, Teams) and advanced Excel skills
• Ability to communicate clearly, verbally and in writing, with internal and external stakeholders at all levels
• Strong analytical and organizational skills with high attention to detail
• Ability to manage multiple accounts and priorities independently

Preferred Qualifications

• Bachelor's degree, or equivalent combination of education, training, and experience
• Experience utilizing an ERP system (e.g., SAP)
• Experience managing Key Accounts with EAR of $1M+

Benefits

• Competitive salary dependent on experience (DOE)
• Winning culture with a friendly, team-oriented environment!
• Generous benefits package including medical, dental, vision, long-term disability, and life insurance.
• Employee Assistance Program (EAP)
• 401(k) with company match
• Education & personal development reimbursement program
• Generous vacation and paid holidays package
• Company events, and lunches
• Work from home program – once eligible
• Referral Bonus

About Advantech

Founded in 1983, Advantech is a leader in providing trusted innovative embedded and automation products and solutions. Advantech offers comprehensive system integration, hardware, software, customer-centric design services, and global logistics support; all backed by industry-leading front and back-office e-business solutions. Advantech has always been an innovator in the development and manufacture of high-quality, high-performance computing platforms.

We cooperate closely with our partners to help provide complete solutions for a wide array of applications across a diverse range of industries. To realize our corporate vision of Enabling an Intelligent Planet, Advantech will continue collaborating and partnering for Smart city & IoT Solutions.

World-class Recognition

Advantech is an authorized alliance partner of both Intel® and Microsoft®. Our customers will find the technologies we use inside our products to be widely compatible with other products in the global marketplace. In 2018 and 2019, Interbrand, the world-renowned brand consulting firm, once again recognized Advantech efforts to build a trusted, global brand; it also symbolizes a promise we gave to our business partners, which was to do our best to keep building a trustworthy brand that is recognized everywhere in the world. Advantech was selected as Interbrand’s #5 best Taiwan Global Brand in 2018.

Work Authorization

To conform to U.S. Government export regulations (ITAR), applicant must be a U.S. citizen, lawful permanent resident of the U.S., protected individual as defined by 8. U.S.C. 1324b(a)(3), or eligible to obtain the required authorizations from the U.S. Department of State. More information can be found at https://www.pmddtc.state.gov/regulations_laws/itar.html

Advantech is proud to be an Equal Employment Opportunity employer. We accept applications directly from candidates only and will not be responsible for any recruiting agency fees absent a formal agreement.