Sales Order & Customer Success Specialist

Tech Sales Jobs; Dublin (CA); Hybrid; USD 39,000 - 48,000; Full time

Benefits offered by this job

Medical

Vision

Dental

401k Matching

Employee Assistance Programs

Vacation and sick pay

Job summary

ZEISS in Dublin, CA is seeking a Sales Success Specialist to be the primary contact for customer and sales communications within a regional team. You will manage quotes, enter orders in our ERP system, monitor backlog, and invoice customers, coordinating with manufacturing, shipping, and finance.

You will thrive in a collaborative environment, handling cross-functional tasks and ensuring timely order processing while maintaining data accuracy and customer satisfaction.

Qualifications

• College degree or equivalent preferred.
• 3+ years of related experience in Order Administration, sales support and customer support roles. International order experience is highly desirable.
• Bi-Lingual is a plus.

Responsibilities

• Provide excellent cross collaborative communication and customer service to ZEISS Customers. 2-to-4-hour response is a key component.
• Must be able to work independently and with minimal supervision.
• Responsible for working within the management structure to receive the appropriate approvals and documentation before completing the transaction.
• Accurately process orders from receipt to invoice; provide order and shipment status to customers and regional contacts; prioritize orders to meet deadlines.
• Create capital equipment quotations.
• Monitor orders and coordinate with production, shipping and logistics for shipment details.
• Review scheduled ship dates and update backlog as needed.
• Analyze inventory and allocate orders from US locations; configure orders from factory.
• Maintain detailed records of communications and track customer activities using business tools.
• Provide daily, weekly and monthly order status reports; adhere to month-end cut-off schedules.
• Process orders, returns, exchanges, cancellations, and price adjustments per SOPs.
• Assist in forecasting for the sales force.
• Back up colleagues as needed.
• Maintain GMP and ISO 9001 compliant processes.

Skills

Cross-functional communication

Customer service

Written and verbal communication

Team collaboration

Self-motivated

Education

College degree or equivalent

Tools

Excel

ERP/CRM

Lotus Notes

Job description

ZEISS in Dublin, CA is seeking a Sales Success Specialist to be the primary contact for customer and sales communications within a regional team. You will manage quotes, enter orders in our ERP system, monitor backlog, and invoice customers, coordinating with manufacturing, shipping, and finance.

You will thrive in a collaborative environment, handling cross-functional tasks and ensuring timely order processing while maintaining data accuracy and customer satisfaction.