Sales 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

Sales Success Specialist

Location: Dublin, CA

Remote Type: Hybrid

Time Type: Full time

Job Description

About Us:

How many companies can say they have been in business for over 178 years?!

Here at ZEISS, we certainly can! As the pioneers of science, ZEISS handles the ever-changing environments in a fast-paced world, meeting it with cutting edge technologies and continuous advancements. ZEISS believes that innovation and technology are the key to a sustainable future and solutions for global change. We have a diverse range of portfolios throughout the ZEISS family in segments like Industrial Quality & Research, Medical Technology, Consumer Markets and Semiconductor Manufacturing Technology. We are a global company with over 42,000 employees and have over 4,000 in the US and Canada alone! Make a difference, come join the team!

Location: Dublin, CA

What’s the role?

The Sales Success Specialist is the primary contact for all customer and sales communications within a sales region. You will work with an experienced team that plays a vital role in Customer Care. This individual will manage quotes, enter sales orders into our ERP order management system, monitor backlog, and invoice customers, among other activities. This is a collaborative role with the many internal and external partners including but not limited to manufacturing, shipping, accounts receivables, finance, logistics, sales, IT, service, and marketing.

Sound Interesting?

Here’s what you’ll do:

• 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 order from order receipt to invoice. Provide order and shipment status to customers and regional contacts. Work with appropriate management to prioritize orders and meet established deadlines.
• Create capital equipment quotations.
• Monitor orders and work cross departmentally with production control, shipping and logistics to acquire needed product information for shipment.
• Review scheduled ship dates to reflect changes in customers’ delivery requirements. Manage backlog and update or elevate accordingly.
• Analyze inventory and assign orders to building configurations from US inventory locations and complete configurations via order from factory.
• Create and maintain detailed records of communication/interactions and track customer activities using various 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 in accordance with the established work instructions (SOP’s) procedures.
• Assist in the creation of forecasts for the sales force.
• Back up Sales Success Specialists as needed.
• Maintain currency of and adhere to applicable GMP and ISO 9001 processes and procedures.

Do you qualify?

• College degree or equivalent preferred.
• Requires 3 or more years of related experience in Order Administration, sales support and customer support roles. International order experience is highly desirable.
• Understanding complex configurations with the ability to build and assign existing inventories to an order.
• Demonstrated cross collaborative communication skills.
• Customer service skills that will support successful response to common inquiries or complaints from customers.
• Ability to respond to regulatory inquiries.
• Excellent written and verbal communication skills are necessary.
• Self-motivated, ability to work with minimal supervision.
• Must work well in a team environment.
• Proficiency with Microsoft Excel, ERP/CRM, Lotus Notes, or similar software applications is required.
• Bi-Lingual is a plus.

The hourly pay range for this position is $28.00 - $35.00.

The pay offered for this role may be influenced by factors such as job location, scope of role, qualifications, education, experience, & complexity/specialization/scarcity of talent.

This position is eligible for a Performance Bonus.

ZEISS also offers robust benefits, including medical plans, retirement savings plan and paid time off.

We have amazing benefits to support you as an employee at ZEISS!

• Medical
• Vision
• Dental
• 401k Matching
• Employee Assistance Programs
• Vacation and sick pay
• The list goes on!

The above is intended to describe the general content of and requirements for this job. It is not to be construed as an exhaustive statement of requirements, duties, or responsibilities. The Company reserves the right to interpret, amend, or otherwise modify, in whole or in part, any job description at any time, at its sole discretion.

Your ZEISS Recruiting Team:

Tina Eilerman

Zeiss provides Equal Employment Opportunity without unlawful regard to an Applicants race, color, religion, creed, sex, gender, marital status, age, national origin or ancestry, physical or mental disability, medical condition, military or veteran status, citizen status, sexual orientation, pregnancy (includes childbirth, breastfeeding or related medical condition), genetic predisposition, carrier status, gender expression or identity, including transgender identity, or any other class or characteristic protected by federal, state, or local law of the employee (or the people with whom the employee associates, including relatives and friends).