Tools

CRM

Methods

OperationsRevenue operations

UI/UX DesignSales

Job Description

Essential Functions:

Set up new customers in SAP based on Zendesk ticket submitted by Sales
Complete supplier forms submitted by new customers
Enter approved partner pricing discounts into Partner Portal as promotional code
Manage customer price agreements in Salesforce
Ensure clean and timely booking of customer purchase orders, including:
Proactively audit open quotations for pre-booking accuracy
Receive incoming customer purchase orders from Order Management Specialist
Review, interpret, and reconcile customer purchase order to Cognex quotation and work with Sales to resolve any discrepancies (units, products, pricing)
Attach customer purchase order to Cognex quotation and submit back to Order Management Specialist
Create quotes in the following exception-based circumstances:
In response to RFQs for known BOMs with pre-approved pricing for high volume OEMs and repeat customers
In response to received purchase orders that are not associated with an existing quote for BOMs with pre-approved pricing for high volume OEMs and repeat customers
To facilitate fast-turn opportunities requiring expedited / UPS RED / next day shipment
Exercise judgment in interpreting and implementing operating practices to resolve exceptions.
Act as liaison between Order Management, Sales, and customers regarding order status when in-country assistance is required
Assist in providing user experience support in Salesforce

Knowledge, Skills, and Abilities:

Ability to work under pressure in a fast-paced, dynamic environment
Ability to handle various tasks simultaneously
Ability to prioritize and proactively drive issues to resolution in a timely manner
Process improvement focus
Salesforce CRM and CPQ a plus
Minimum education and work experience required:
Bachelor’s Degree
2+ years professional experience supporting Sales organization
Previous experience in Inside Sales a plus
Additional Job Description