Sales Operations Specialist (Remote)

Who is Trace3?

Trace3 is a leading Transformative IT Authority, providing unique technology solutions and consulting services to our clients. Equipped with elite engineering and dynamic innovation, we empower IT executives and their organizations to achieve competitive advantage through a process of Integrate, Automate, Innovate.

Our culture at Trace3 embodies the spirit of a startup with the advantage of a scalable business. Employees can grow their career and have fun while doing it!

Trace3 is headquartered in Irvine, California. We employ more than 1,000 people all over the United States. Our major field office locations include Atlanta, Denver, Detroit, Indianapolis, Grand Rapids, Lexington, Los Angeles, Louisville, San Diego, San Francisco, and Scottsdale. 

Ready to discover the possibilities that live in technology?

Ideal candidates will have qualities true to our core…

Street -Smart <thriving in dynamic times> You are flexible and resilient in a fast-changing environment. You know how your job affects the whole mission. You get the bigger picture. You understand why your job matters to Trace3 and how to help grow the business. You exercise sound business judgment in making high-quality decisions in a timely manner.

Entrepreneurial Spirit <capitalizing on opportunity> You think like an entrepreneur. You continuously innovate, come up with solutions and drive change. You solve problems for the betterment of the company. You look for new and productive ways to make an impact. You find better ways to sell or provide solutions and are good at it.

Juice <the “stuff” it takes to be a needle mover and a game changer> You are a well-respected achiever that gets things done and drives results. You “bring the weather” by demonstrating leadership, character, and passion. You lead without a title, empowering others and inspiring trust. You treat others with respect, admit mistakes, give credit where it’s due and demonstrate transparency. You hug people in their trials, struggles, and failures, not just their success

About the Role:

Trace3 is looking for a Sales Operations Specialist to join our team! In this role you will be responsible for managing Sales Orders for assigned regions including creating and reviewing Purchase Orders in a timely manner, reconciling, auditing and fulfillment of Hardware/Software/Support/Virtual items. In this position, you will work closely with outside vendors and consult with internal teams to continuously build relationships, operational efficiencies and drive sales.

What You’ll Do:

• Lead sales orders cycle for assigned regions. Actively and continually engage with assigned regional teams to develop solid understanding of their business and recommend solutions for efficiency.
• Provide guidance to internal teams on resolving variances.
• Contribute and enforce Purchasing standard operating procedures and policies.
• Ensure Purchasing process is executed correctly to minimize liability to Company.
• Responsible for the internal item setup process and coordinating with sales team to ensure proper classification of each item “attribute” (tax classification, practice area, type, etc.)
• Review orders to ensure that items/components are properly classified at time of purchase.
• Review orders for accuracy regarding shipping address, PO, shipping account information, price, etc.
• Process drop-ship, special order, and inventory/warehouse orders through ERP Platform in a timely manner.
• Send purchase orders to the correct vendor/distributor and work together to resolve any questions or discrepancies that arise.
• Work with the inventory team to ensure backordered inventory assigned to sales orders is sourced and purchased.
• Create billing schedules for installment orders to ensure our clients are invoiced for the correct amount at the correct time.
• Track all product related line items (hardware, software, support and PS resale) and complete weekly follow up with vendors for all unfulfilled product line items.
• Perform item fulfillment based on vendor bills, physical shipping confirmations, electronic delivery confirmations, license keys, and support contracts.
• Request, track and fulfill return authorizations.
• Problem-solve discrepancies and provide recommended solutions. 

Qualifications & Interests:

• 3 or more years of related work experience in purchasing, sales operations or logistics.
• Experience in Operations; strong internal controls knowledge and experience with implementation of processes and procedures.
• Strong Microsoft Excel skills.