Sales Operations Specialist
Jay Knows Networking, Santa Rosa, CA, United States
Job Summary
Will be responsible for coordinating and providing all aspects of customer service to distributors and the Sales team. This is a hybrid role. M & F remote optional, Tues - Thursday onsite.
Roles and Responsibilities
Act as main point of contact for assigned group of wholesale distributors and special handling accounts including Control State Bailment
Work closely with Division and Regional Sales Managers to troubleshoot and resolve issues or concerns
Respond to phone calls and email inquiries from the Sales team and distributors
Interact with other departments to obtain necessary information for sales requests
Manage product Holds and Allocations
Performs New Item Set Up via Distributor Portal
Other job duties as assigned to generate sales
Order Processing
Accurately enter distributor purchase orders into ERP (Business Central)
Verify distributor credit limit, aging and compliance
Confirm orders and notify distributor of any product, vintage or pricing discrepancies, revise orders as needed
Check inventory levels, product holds and allocations, inform Manager of large orders or product shortages
Coordinate with warehouse staff and carriers to ensure prompt pickup of orders
Distributor Transfers
Coordinate financial aspects and process transfers between distributors
Required Knowledge, Skills & Other Abilities
Previous wine experience preferred
BC/NAV or ERP related systems experience
Exceptional customer service skills with strong attention to detail
Strong Microsoft Office with solid Excel skills
Problem solving, analytical skills and capability to manage priorities and workflow in a timely fashion
3-5 years related experience
Embrace Company Core Values – Teamwork, Commitment, Quality, Integrity, Safety, Entrepreneurship and FUN!
Foley Family Wines & Spirits provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, sexual orientation.
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Roles and Responsibilities
Act as main point of contact for assigned group of wholesale distributors and special handling accounts including Control State Bailment
Work closely with Division and Regional Sales Managers to troubleshoot and resolve issues or concerns
Respond to phone calls and email inquiries from the Sales team and distributors
Interact with other departments to obtain necessary information for sales requests
Manage product Holds and Allocations
Performs New Item Set Up via Distributor Portal
Other job duties as assigned to generate sales
Order Processing
Accurately enter distributor purchase orders into ERP (Business Central)
Verify distributor credit limit, aging and compliance
Confirm orders and notify distributor of any product, vintage or pricing discrepancies, revise orders as needed
Check inventory levels, product holds and allocations, inform Manager of large orders or product shortages
Coordinate with warehouse staff and carriers to ensure prompt pickup of orders
Distributor Transfers
Coordinate financial aspects and process transfers between distributors
Required Knowledge, Skills & Other Abilities
Previous wine experience preferred
BC/NAV or ERP related systems experience
Exceptional customer service skills with strong attention to detail
Strong Microsoft Office with solid Excel skills
Problem solving, analytical skills and capability to manage priorities and workflow in a timely fashion
3-5 years related experience
Embrace Company Core Values – Teamwork, Commitment, Quality, Integrity, Safety, Entrepreneurship and FUN!
Foley Family Wines & Spirits provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, sexual orientation.
#J-18808-Ljbffr