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Sales Operations Support
FilterbuySales Operations Support professional assisting Filterbuy sales team with operational tasks and internal communication. Focused on enhancing efficiency and effectiveness in sales processes.
Tech Stack
Tools & technologiesDjango
About the role
Key responsibilities & impact- Monitor Slack, email & phone for communication for support requests
- Respond to incoming support requests in a timely and professional manner
- Maintain a high level of of business, system, process and procedure knowledge to communicate consistently and cohesively
- Review order status and provide updates on estimated shipping dates when requested
- Maintain a working knowledge of lead time expectations via regular and direct plant communication
- Use available resources to provide accurate estimated ship date
- Provide Shipping/Tracking information upon request
- Maintain a working knowledge of the Fedex portal, tracking tools and navigation
- Provide shipping status updates upon request
- Perform tracking research for lost or misplaced shipments
- Provide proof of delivery
- File tracking investigations and loss claims
- Manage shipping updates and other communication
- Request return shipping labels/Schedule return pick ups
- Changes & Documentation of Tax Exemption status
- Obtain and record proper tax exempt certificate
- Update tax status and maintain appropriate documentation files
- Enable/Update 30 day credit term Eligibility
- Obtain, review and record proper credit application
- Locate/provide receipts & invoices when requested
- Answer basic billing questions
- Vendor form completion and record keeping
- Update account contact information when appropriate
- Place orders/review and process Purchase Orders when assistance requested
- Complete Order Cancellations
- Handle Special Shipping Instructions
- Handle customer concerns with damaged or missing items; issue replacements
- Handle customer return requests; process refunds
- General troubleshooting and problem resolution
- Manage quote discounts
- Complete outsourcing requests for non-stock items
- Assist with periodic data clean up and correction
- Develop and maintain internal relationships with various departments/business partners to include: Direct management/supervisory team
- Communicate concerns and items that need to be escalated
- Communicate suggestions for processes/procedures & areas for improvement
- Communicate any uncovered needs for additional training for individuals or as a team
- Maintain a level of integrity and trust by providing courteous and professional responses to inquiries
- Maintain a level of system, process and policy knowledge to provide consistency
- Presenting process/system improvement ideas to internal partners that will positively impact the customer experience that were both self-identified or obtained via customer feedback
- Communicating system issues/failures that need to be addressed via an IT Ticket including but not limited to: Customer communicated issues, impacting ease of use or order placing
- Attend Weekly meetings (to be determined and subject to change)
Requirements
What you’ll need- Working knowledge of air filters and HVAC systems
- Ability to work 9-6 CST or 8-5 MST
- Comprehensive knowledge of Pipedrive
- Comprehensive knowledge of Supplybuy
- Comprehensive knowledge of Django Admin and Customer Dashboard
- Thorough Knowledge of Gmail and email systems
- General knowledge of Just Call
- General knowledge of ZoomInfo
- General knowledge of Google Suite
- General knowledge of Microsoft 360
- General knowledge of Adobe Acrobate
- Excellent Interpersonal Skills
- Effective verbal and written communication skills
- Effective presentation skills
- Display empathy and courteousness
- Active Listening skills
- Forward and strategic thinking
- Professional and Polite demeanor
- Display Integrity and Honesty
- Rapport building capability
- Time management
- Self motivation and accountability
- Analytical/Trouble shooting skills/problem solving skills
- Organizational skills
- Flexibility/Resiliency to interruptions
- Attention to detail and accuracy
Benefits
Comp & perks- Competitive salary
- Comprehensive benefits package including health, dental, and vision insurance
- Retirement savings plan with company match
- Paid time off and holidays
- Remote work environment
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
air filtersHVAC systemsPipedriveSupplybuyDjango AdminCustomer DashboardGmailJust CallZoomInfoAdobe Acrobat
Soft Skills
interpersonal skillsverbal communicationwritten communicationpresentation skillsempathyactive listeningstrategic thinkingtime managementorganizational skillsattention to detail