Sales Order Processor

Navien, Inc.; Irvine (CA); On-site; USD 32,000 - 33,000; Full time

Benefits offered by this job

401K Plan

Navien product discounts

On site EV Chargers

Paid Holidays

Life Insurance

Job summary

Navien, Inc. in Irvine, CA is seeking a dynamic Account Manager to build long-term relationships with customer accounts, wholesalers, and sales teams. You will manage order processing, provide product information, and ensure a superior customer experience through accurate, timely support.

The role requires excellent communication, attention to detail, and teamwork across departments. On-site full-time position with comprehensive benefits and growth opportunities.

Qualifications

• College degree preferred; BA or equivalent or related experience.
• 5-7 years in customer service, administration, account management or coordinator.
• Proven track record maintaining customer accounts with high-volume order processing.

Responsibilities

• Support Regional Account Managers with processing tasks.
• Process and confirm purchase orders using SAP.
• Provide product info, pricing, part numbers, model numbers, and UPC details.
• Send delivery updates, tracking, and invoices via email, fax or EDI.
• Respond to customer inquiries with quick, thorough resolutions.
• Review and correct part numbers and pricing on purchase orders.
• Generate shipping labels and bills of lading for shipments.
• Coordinate with freight carriers to optimize shipment pricing.
• Audit and email invoices; file orders and related docs.
• Maintain accurate records of orders, shortages, backorders, and returns.

Skills

Customer service

Communication

Attention to detail

Teamwork

Problem solving

Education

BA or equivalent

Tools

SAP Sales Mgmt.

Microsoft Word

Excel

SharePoint

Job description

What We Are Looking For:

We are looking for a dynamic, customer-focused professional to join our team and help develop long-term relationships with our customer accounts, wholesalers, sales representatives, and sales managers. In this role, you will play a critical part in promoting our full product portfolio, understanding unique customer needs, and guiding them through tailored solutions and product selections. The ideal candidate brings a high level of accuracy, efficiency, and professionalism to all aspects of sales order processing and customer support. You will be instrumental in delivering consistently exceptional customer experience, while also fostering collaboration within the department and building strong cross-functional partnerships. Success in this role requires excellent communication skills, a proactive approach to problem-solving, and a genuine commitment to teamwork and customer satisfaction.

Account Management & Operations

Irvine, CA
Full Time

What We Are Looking For:

We are looking for a dynamic, customer-focused professional to join our team and help develop long-term relationships with our customer accounts, wholesalers, sales representatives, and sales managers. In this role, you will play a critical part in promoting our full product portfolio, understanding unique customer needs, and guiding them through tailored solutions and product selections. The ideal candidate brings a high level of accuracy, efficiency, and professionalism to all aspects of sales order processing and customer support. You will be instrumental in delivering consistently exceptional customer experience, while also fostering collaboration within the department and building strong cross-functional partnerships. Success in this role requires excellent communication skills, a proactive approach to problem-solving, and a genuine commitment to teamwork and customer satisfaction.

Responsibilities:

• Support Regional Account Managers with all processing tasks
• Responsible for processing and confirming purchase orders from customers/wholesalers using our SAP system
• Answer telephone calls; provide product information, pricing, part numbers, model numbers, and UPC and product description
• Provide delivery, tracking, proof of deliveries, and order confirmations via email, telephone, fax or EDI
• Respond to customer inquiries and provide a speedy and thorough resolution to customer issues and problems
• Review and correct all part numbers and pricing on all purchase orders with attention to detail
• Generate shipping labels or bill of lading(s) for each shipment and cross reference unit order parts
• Communicate with freight carriers and compare rates per order from all carriers to determine optimal shipment pricing
• Process and audit invoices, email invoices to customers. File electronic invoices on the server (Sharepoint)
• Efficiently file all orders including original purchase orders, packing slips, bills of lading(s), approvals, and any notes
• Log all shortages, backorders, mis ships on SRA, sales returns approval log. Investigate request to bring replacement or credit resolution
• Provide the warehouse pack slip, bill of lading(s), commercial invoices, and shipping labels to ensure all orders ship in a timely manner
• Work well with customers, internal and external sales team members
• Research diligently order and/or return exceptions and provide necessary documents as requested
• Maintain a relationship with freight carriers to ensure shipments are clear and delivered without incident
• Educate customers on Returns, SRA and freight claim policies and procedures
• Maintain best-in-class recordkeeping to provide up to date information on parts and product changes and revisions
• Other duties as required

Requirements:

• Great customer service skills
• Stellar punctuality and attendance
• Willingness to occasionally work OT and holidays(s) when needed
• Support and help teammates as needed
• High attention to detail

Preferred Qualifications:

• SAP Sales Mgmt. experience
• Effective, extraordinary, advanced customer service and communications skills, ability to prioritize, multitask, have great organizational and verbal and written communications skills.
• Good conflict resolution, customer retention and satisfaction skills
• Proficient in Microsoft Word, Excel, Outlook, and Internet searching
• Interpersonal, ambition, strong work ethics, a willingness to learn and be self-motivated
• Excellent listening, negotiation and telephone skills. Friendly, passion to help others,
• Experience in delivering customer focused solutions based on customer needs
• Ability to work in a fast-paced, team-based environment, with flexibility and ability to excel
• FedEx and Freight logistic shipping. Experience in quoting and creating bills of ladings, and commercial invoices
• Excellent ten key by touch, and 65 WPM and numerical data entry skills

Education and/or Related Experience:

• College degree preferred not necessary; BA or equivalent in business administration or comparable work experience; 5-7 years in customer service, administration, account management or coordinator
• Proven track record maintains customer accounts with high volume order processing

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities, activities may change or be assigned at any time with or without notice

Pay Scale: $23.00-$24.00 per hour (DOE) plus annual bonus opportunity!

Benefits:

• PPO Medical, Dental, Ortho, Vision, Rx, LTD and Life Insurance
• Employee-only premium covered at 100%
• Optional Voluntary Benefits: STD, Hospital, Critical Illness, Accident, Discounted Pet Insurance
• Pre-Tax Flex Spending Accounts: Health and/or Dependent Care
• 11.5 Paid Holidays per calendar year
• Paid Community Involvement Volunteer Day
• 401K Plan, 100% match on employee’s contribution, up to 5%
• Employee discounts on Navien products
• Discounted Tickets-hotels, amusement parks, sports events
• On site EV Chargers
• Life Style Spending Account: You choose-- gas, pet care, financial advisor, gym membership
• Tech Stipend
• Monday Lunches

About Navien, Inc.

Since 2006, Navien, Inc. has rapidly emerged as one of the fastest-growing companies in the home comfort sector across North America. A leader in condensing technology, Navien has revolutionized the industry with its line of high-efficiency condensing tankless water heaters, combi-boilers, and wall-hung boilers. In 2024, Navien was recognized as the number one selling manufacturer of gas tankless water heaters and wall-hung boilers in North America.

Expanding its offerings, Navien now boasts a full line of HVAC products, including the innovative NPF Hydro-furnace. Additionally, Navien has ventured into the heat pump water heater market, further solidifying its commitment to sustainable and energy-efficient solutions for home comfort. The company is also making strides in the water treatment space with cutting-edge scale prevention systems and whole-house filtration solutions.

Navien’s international reputation is built on sophisticated engineering, robust design, and a steadfast commitment to quality. Backed by over 40 years of advanced technology expertise from its parent company, KD Navien, the company continues to push boundaries in product development. Navien products are available across the United States and Canada through a select network of trusted wholesale distributors.

Navien Inc. is an Equal Opportunity Employer

No Agencies Please!