Peak Technologies, Inc.

• Respond to tax-related questions and correspondence from sales representatives, online portal collection correspondents, and other internal personnel.
• Obtain, scan, and file valid tax exemption certificates.
• Enter valid exemption certificates into Vertex Cloud
• Conduct periodic tax exemption certificate reviews to ensure our files are current.
• Maintain the business license registration and renewal process.
• Assist with NetSuite data clean-up projects.
• Assist with port-co data migration and historical data consolidation.
• Pull weekly, monthly, and annual data reports as required.
• Maintain the shared SharePoint tax site for exemption certificate files.
• Assist in pulling the data to complete the workpapers in the administration of sales & use tax audits.
• Complete monthly sales & use tax payments as required for assigned tax entities.
• Assist in driving a continuous improvement strategy within the business to promote incremental gains in quality and efficiency.
• Achieve operational goals set by the company and supervisor.
• Support corporate initiatives and decisions.
• Perform other duties/special projects as assigned.

Tax Associate

Sales Operations Manager

• Direct, coordinate and plan sales support activities.
• Oversee a team of sales support associates.
• Responsible for leading the team, hiring, providing performance feedback, setting individual and team expectations.
• Lead work on high-priority and more complex accounts with assigned senior sales team.
• Exercise good judgment in a variety of situations, with strong written and verbal communication, administrative, and organizational skills.
• Coordinate capacity planning for the team.

Manager, Sales Operations

Customer Support

• Responsible for managing orders, addressing customer inquiries, resolving order-related issues, and collaborating with various teams to optimize the order management system.
• Maintain high levels of customer satisfaction by providing timely and effective support throughout the order lifecycle.
• Interact successfully and positively in a participatory climate, working collaboratively with our customers, sales, and internal team.
• Assist sales personnel in day-to-day functions around the sales process.
• Where applicable, be a contact for external customers in a customer support and provide support to our customers resulting in increased customer service which leads to increased customer satisfaction and excellent customer experience.
• Work with the assigned sales reps and external customers to reach and exceed sales quotas established by sales leadership.
• Demonstrate knowledge of company’s products and services. (Training will be provided.)
• Aid Contracts team in clarifying requirements from customers and providing information for quotes on renewals.
• Demonstrate active listening skills. Be curious and willing to ask questions to dive deeper into the needs of the customer.
• Be sensitive to the details when composing, processing, and proofing information and data.
• Manage multiple projects and customers and interruptions with ease.
• Demonstrate data analysis and critical thinking skills.
• Assist in placement of Managed Services contracts (both internally and with partners).
• Collaborate with Sales Operations Support colleagues and leadership to respond to escalating concerns that are generated from customers.
• Places purchase orders with suppliers.
• Works with distribution partners to ensure products are delivered on time.
• Perform other duties as assigned.

Sales Operations Support Specialist

Account Manager

• Oversee and lead a team of 3rd party contractors utilizing the Field Nation platform.
• Foster strong relationships with contractors to ensure high-quality service delivery and adherence to company standards.
• Promote and produce the sale of service contracts, upgrades, parts, and billable labor revenue to meet established business goals and guidelines.
• Implement performance metrics and monitor contractor performance, including adherence to service level agreements (SLAs), and implement corrective actions when necessary.
• Collaborate cross-functionally with internal teams and clients to deeply understand project requirements and growth opportunities.
• Develop innovative and competitive project pricing strategies aligned with company goals and tailored to client expectations.
• Craft detailed Statements of Work (SOW) that not only outline project scopes but also position the company for revenue growth and client success.
• Conduct regular reviews and analyses of contract pricing structures, identifying opportunities for revenue optimization and improved profitability.
• Provide strategic recommendations for pricing adjustments based on market trends, competitive intelligence, and cost considerations.
• Act as the driving force behind maximizing the value of the Field Nation platform for growth and revenue.
• Proactively identify and troubleshoot technical issues, ensuring seamless platform utilization.
• Develop and deliver training programs to internal teams and contractors, promoting efficient and effective platform utilization.

Partner Service Manager

Support Engineer

• Respond to incoming support inquiries via phone, email, or ticketing system in a timely and courteous manner.
• Analyze and troubleshoot technical issues reported by end-users, including hardware, software, and network problems.
• Provide effective solutions to technical issues, guiding end-users through corrective steps or performing remote troubleshooting.
• Escalate unresolved issues to appropriate IT personnel or vendors for further investigation and resolution.
• Assist with the installation, configuration, and deployment of software applications and updates.
• Document support tickets, resolutions, and procedures to build a knowledge base for future reference and training.
• Provide basic training and assistance to end-users on software applications, systems, and IT best practices.
• Monitor system performance and security to identify potential issues or vulnerabilities proactively.
• Conduct routine maintenance tasks such as system updates, patches, and backups.
• Follow established IT policies, procedures, and guidelines to ensure compliance and security.

Technical Support Representative – IT Help Desk

Account Executive

• Responsible for building strategic, long-term relationships with key customer decision makers, OEM partners, ISV Partners, and other regional business partners.
• Manage and exceed sales and margin goals as well as budget expectations.
• Prospect new business and obtain new customers by positioning Peak’s products and full solution offerings through conducting presentations, sales meetings, and negotiating complex sales.
• Develop and execute effective sales programs that will retain and develop a current book of business and attract additional accounts.
• Forecast long-range product sales, inventory levels, and product needs.
• Ensure long-term customer retention and relationships by researching and developing existing customers, as well as new leads.
• Build and maintain strategic long-term business relationships at all levels.
• Accountable for a defined territory and/or primarily Tier 1 accounts (Enterprise Level) through relationships with ISVs, OEMs and prospecting for new customers.
• Demonstrate strong business acumen in selling to C-suite executives.
• Create and present strategic account plans to executive staff.
• Conduct heavy outbound business-to-business solution-based face-to-face outside sales with customers, as well as telephone sales.
• Visit customer sites to understand their business, needs, and environment.
• Coordinate, develop, and conduct presentations and meetings to market One Peak offerings.
• Work individually and as a team, to meet/exceed individual and/or team sales targets and goals.

Senior Sales Executive – Enterprise

Solutions Engineer

• Responsible for developing and managing complex projects across multiple locations.
• Collaborates closely with the sales team to develop winning technology strategies, design solutions, and promote our portfolio of services.
• Delivers technical presentations, provides support, and executes billable services, ensuring exceptional customer satisfaction.
• Manage multiple complex projects, customers, and interruptions with ease.

• Responsible for developing and managing complex projects across multiple locations.
• Collaborates closely with the sales team to develop winning technology strategies and design solutions.
• Delivers technical presentations, provides support, and executes billable services.

Senior Solutions Engineer

System Administrator

• Configure and customize the NetSuite system to align with the organization’s business processes and requirements.
• Create and maintain custom fields, forms, workflows, records, and reports to support various departments.
• Provide technical assistance to end-users, addressing inquiries, troubleshooting issues, and offering solutions promptly.
• Conduct training sessions to onboard new users and enhance existing users’ proficiency in utilizing NetSuite effectively.
• Manage user roles, permissions, and access controls to ensure data security and compliance with company policies.
• Regularly review and update security settings to mitigate potential risks and vulnerabilities.
• Plan, coordinate, and execute regular system upgrades, patches, and enhancements to maintain the system’s stability and feature set.
• Collaborate with cross-functional teams to perform testing and ensure seamless transitions during upgrades.
• Collaborate with developers and integration specialists to design, implement, and maintain integration between NetSuite and other applications/system.
• Oversee data imports, exports, and data quality initiatives to ensure accurate and reliable data within the system.
• Monitor system performance and proactively identify areas for improvement, implementing optimization strategies as needed.
• Troubleshoot and resolve performance-related issues, ensuring minimal disruptions to business operations.
• Maintain comprehensive documentation of system configurations, processes and procedures for reference and knowledge sharing.
• Stay informed about NetSuite best practices and industry trends, recommending improvements to enhance system efficiency and effectiveness.

NetSuite System Administrator

• Grow and manage a book of business while actively developing new opportunities
• Identify and engage target accounts across multiple industries
• Work in a team-selling environment with engineering, services, and OEM partners to close deals
• Drive opportunities across Peak’s full portfolio (“One Peak” approach)
• Build pipeline, manage forecasts, and maintain CRM discipline
• Expand recurring revenue through services, support, and managed offerings
• Structure deals that protect margin while delivering customer value

Sales Executive

• Drive the sale of service programs to meet/exceed sales and margin goals
• Use existing customer base and new leads to develop and increase the sales of service offerings
• Manage sales opportunities from lead to finalization of service contracts
• Facilitate quoting, positioning, promoting and selling of services to ensure high close rates
• Ensure accurate forecasting, account planning, and reporting

Sales Representative

• Lead installation, setup, and configuration of advanced systems such as machine vision tunnels, RFID systems, conveyors, and robotics.
• Provide expert guidance on installation best practices, system calibration, and troubleshooting.
• Mentor and train junior technicians and customer teams on system operation and maintenance.
• Act as the primary technical contact during installations, ensuring clear communication and exceptional customer service.
• Conduct site assessments to verify infrastructure readiness (power, networking, environmental conditions).
• Diagnose and resolve complex technical issues during and after installation.
• Perform preventive maintenance and create detailed service reports.
• Develop and maintain installation guides, wiring diagrams, and calibration reports.
• Ensure compliance with safety standards (Lockout-Tagout, Hazmat, Industrial Safety).

Machine Vision Solutions Engineer

Sales

• Oversee the development and implementation of strategic plans to grow sales & profit within target market and/or Region.
• Reporting to the SVP, Sales and proactively take ownership of strategic partnerships fostering strong, deep consultative connections.
• Lead a sales team to support the achievement of Company targeted sales & profit goals.
• Support National Sales Strategy Development in conjunction with the SVP, Sales.
• Lead Key Accounts within a target market or region for continued business development.
• Create and implement business sales strategies and annual business plans for sales representatives to facilitate consistent quota attainment including revenue, margin and margin percentage growth.
• Support Key Customer relationships in concert with the SVP, Sales.
• Partner with cross company business leadership to identify, evaluate, implement and monitor system-wide growth strategies designed to achieve revenue and margin targets.
• Assist the SVP, Sales with the planning and evaluation of strategic partnerships, affiliations, and new market entry strategies.
• Oversee all aspects of management responsibilities for assigned team.
• Set clear objectives, milestones, and timelines for Sales Teams, monitor and report on progress, and initiate corrective action when necessary to meet timelines.
• Manage personal and team performance, creating a winning culture among the team as well as the entire sales organization.

Regional Vice President, Sales

• Manage a portfolio of client accounts and serve as the primary point of contact for all customer inquiries and issues.
• Build and maintain strong, long-lasting customer relationships by understanding their business needs and objectives.
• Develop and execute strategic account plans to drive revenue growth and achieve sales targets.
• Identify opportunities for upselling and cross-selling additional products and services to existing clients.
• Collaborate with internal teams, including sales, marketing, and product development, to ensure customer needs are met and issues are resolved in a timely manner.
• Prepare and deliver regular account performance reports to clients, highlighting key metrics and insights.
• Stay informed about industry trends, market conditions, and competitor activities to identify potential opportunities and threats.
• Proactively address any customer concerns or escalations to ensure a positive customer experience.
• Conduct regular business reviews with clients to review performance, discuss new opportunities, and address any concerns.
• Maintain accurate records of customer interactions and sales activities in the CRM system.

Service Account Manager

QA Automation Engineer

• Lead installation, setup, and configuration of advanced systems such as machine vision tunnels, RFID systems, conveyors, and robotics
• Provide expert guidance on installation best practices, system calibration, and troubleshooting
• Mentor and train junior technicians and customer teams on system operation and maintenance
• Act as the primary technical contact during installations, ensuring clear communication and exceptional customer service
• Conduct site assessments to verify infrastructure readiness (power, networking, environmental conditions)
• Diagnose and resolve complex technical issues during and after installation
• Perform preventive maintenance and create detailed service reports
• Develop and maintain installation guides, wiring diagrams, and calibration reports
• Ensure compliance with safety standards (Lockout-Tagout, Hazmat, Industrial Safety)
• Travel extensively (75–100%) to customer sites across the U.S., including overnight stays