Sales Operations Specialist

Why should you join? DocuWare stands for globally distributed, international teams and an open corporate culture that invites you to help shape it. Would you like to be part of an innovative company whose solutions are digitizing everyday work in a wide range of industries? In that case, we are happy to welcome you to the team.

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Your Responsibilities The Sales Operations Specialist is responsible for the general support of sales operations, predominantly focused on preparing orders in a timely and optimal manner for processing, as well as coordination of activities and data within the CRM system. Data verification and maintenance as well as the entry of leads and opportunities, as needed, in the CRM system. This is a hybrid role with two days a week in our Beacon, NY office. Order verification and preparation for North, Central and South America. Verify accuracy of product information and pricing according to published price structures and customer contract agreement. Check credit limits. Ensure all associated supporting documentation is provided. Provide status update on open orders to sales. Approve orders for processing. Lead verification and registration in the CRM system as needed, as well as the related communication with the sales partners. Other duties as required. What you need to succeed 3+ years' experience in CRM system Microsoft Dynamics 365 required (at other relevant CRM systems such as Salesforce). Advanced excel skillset is required with 3+ years of usage in a business setting. High service orientation; team player, flexibility and commitment during peak periods (calendar, fiscal, month end). Extremely detail oriented and able to manage multiple projects in parallel (multitasking). Excellent skillset in customer service with direct customer and partners. Ability to perform frequently recurring activities with consistent conscientiousness. Requires a high school diploma or equivalent. Possess excellent verbal/presentation and written communication skills. Proficient in MS Office products in particular Excel. What we can offer Competitive salary, $26 to $30 per hour depending on experience. Standard 40 hours work week, Monday to Friday from 8:30am to 5:00pm. DocuWare funds $2,000/$4,000 annually towards single/family HDHP deductible Your choice of 4 medical plans (HDHP, EPO, PPO) Short Term Disability (100% company paid) Long Term Disability (100% company paid) Group Term Life insurance (100% company paid) 401(K) with company match 12 annual paid holidays and generous PTO plan Profit Sharing Internationally growing and well established company Thorough onboarding & induction period Training and development opportunities Participation in a positive intercultural company culture with an openness to new ideas Virtual instructor led fitness offerings. Access to Udemy training academy and Tuition Reimbursement Flexible Spending & Dependent Care Accounts Company events and more Our Values New ideas are always welcome here. At DocuWare, you’ll find an open corporate culture, a wide variety of options for further education and a friendly, informal work environment. We offer creative, self-motivated individuals a diverse, international working environment with plenty of freedom and opportunity for professional development. You can find what makes us a unique and rewarding employment experience on Instagram! Check us out at Our application process 1. Virtual prescreening with a Recruiter to get to know each other. 2. Virtual interview with the Recruiter and Hiring Manager. 3. In-person Use Case Interview with Recruiter, Hiring Manager and Team Member at the Beacon, NY office. 4. Final in-person interview in the Beacon, NY office. Your hiring partner Aleida Colabattista Specialist People & Culture View email address on click.appcast.io Work Authorizations Please note that DocuWare Corporation does not sponsor employment visas for this position. Candidates must be authorized to work in the country without the need for visa sponsorship. EEOC Statement DocuWare Corporation is an Equal Opportunity/Affirmative Action Employer (Equal Opportunity Employer/Veterans/Disabled). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity/expression, national origin, age, veteran status, disability, or any other protected category pursuant to federal, state or local laws and will not be discriminated against on the basis of any such categories/status.DocuWare values diversity, equity and inclusion and this policy applies to all employment practices at DocuWare. DocuWare is committed to providing reasonable accommodations for qualified individuals with disabilities including, but not limited to, during the application process. Please let us know if you need assistance or an accommodation due to a disability. Background Screening Statement Employment is contingent upon a successful completion of a criminal background investigation subject to any federal, state, and local laws. Here you can find us #J-18808-Ljbffr DocuWare Corporation