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Operations Associate (Sales, OA)

Los Gatos, CA 95030

Posted: 10/07/2022 Employment Type: Contract To Hire Job Category: Customer Service Job Number: 514599 Is job remote?: No Country: United States

Job Description

Position Title: Sales Operations Associate (SOA)

Description: Seeking a Sales Operations Associate to join our growing company. Responsible for executing key daily sales operational activities including: order verification and fulfillment, providing customer service and support, supporting the company sales team with various sales and marketing activities, and handling related routine accounting activities.  You must be organized with strong written and verbal communication skills. 

Customer Service
  • Reply to direct information requests from potential patients via email and phone.
  • Forward appointment requests to appropriate AIRLIFT customer contact (AIRLIFT Connect).
  • Work with outsourced call center on effective initial handling of patient inquiries.

Customer Order Processing         
  • Review Customer Purchase Orders, communicate as needed with Customers, and create company Sales Orders and database transactions for placed orders.
  • Package and ship Sales Orders and provide order Confirmations to customers.

Sales Support       
  • Assist Sales Representatives in getting products approved at Customer locations.
  • Bring New Customers onboard within internal systems.
  • Ship demo kits, training models & marketing materials per request from Sales Representatives.

Marketing Support
  • Assist in management of (WordPress) and (Wix) websites. 
  • Assist in on-line advertising efforts (i.e. Google Ads) and periodic activity reports.
  • Assist in editing/processing video content for educational/marketing purposes.  i.e. webinars, doc web page introductions

Finance Support
  • Perform routine Customer Invoicing and reconciliation of invoices with shipments. 
  • Process Accounts Receivable including customer payments and collections.
  • Process some Accounts Payable as needed

Coordinate with Finance Controller for check runs & monthly close.

Education/Experience/Certification Requirements:
  • Associates/Bachelors degree preferred.
  • No prior experience required.  Operations/accounting experience useful.
  • Strong communication and problem-solving skills required
  • Must be proficient with computers, online activities.  Familiarity with photo/video editing tools a plus.
  • Knowledge of and compliance with applicable Quality System requirements (e.g. QSRs, ISO and MDD requirements) is not required but useful.
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Although this hasn't been an issue at The Planet Group, the staffing industry has seen an increase in people falsely representing themselves as recruiters to gather personal information from job seekers. For your safety, do not provide sensitive data to anyone you have not spoken with thoroughly and never provide banking information during the application process. Candidate safety is a top priority at The Planet Group.

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