Role Description
The Sales Order Coordinator (SOC) will have the responsibility for strengthening relationships and increasing revenue within ConvergeOne’s existing customer base. The individual must be capable of strategic, solution-based selling, offering our entire portfolio of applications. We are looking for a creative, high energy, driven individual with knowledge of technology and a strong ability to execute desired sales objectives and goals. Ideal candidates must have superb communication and listening skills.
Our objective is to develop SOCs that are sharp and determined with a focus on winning, with a commitment to integrity and keeping our client’s needs and business goals first and foremost.
Responsibilities
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Collaborates with Manager, Sales Support, Sales Directors, Account Executives & Solution Architects to determine strategic sales approaches.
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Establishes and maintains an ongoing rapport with existing and potential customers.
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Provides excellent Customer Service by responding to information requests, troubleshooting account issues or order management issues.
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Completes customer order management, including working within the CRM system, preparing customer order for placement by providing an accurate package to colleagues utilizing the order checklist, corresponding with AE, Procurement, Project Management and the Customer throughout the sales cycle and delivery process.
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Maximizes deal profitability by leveraging OEM programs and promotions.
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Uses manufacturer tools to secure and maintain deal registration and/or special pricing.
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Provides joint effort with AE and Regional Renewal Manager to follow the T-Minus schedule and keep the CRM Contract Renewal Dashboard up-to-date.
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Sends SO/SOW/any other customer facing docs to AE for review.
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Ensures if AE is out of pocket, SSS can assist with sending out information to customer per AE request but keeping AE main point of contact with customer.
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Ensures order accuracy and orders are in line with ConvergeOne best practices; margin percentages, discounts and integrity using ConvergeOne’s booking policy.
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Keeps well informed on industry changes, participates where possible in organizations directly involved with our prime markets, and continually works to improve sales knowledge.
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Keeps current on company policies, procedures, and objectives, clarifying them with Director when and if questions arise, and is always prepared to accurately discuss these policies to our customers.
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Operates during end of month, end of quarter, end of year for ConvergeOne’s strategic manufacturers as needed to ensure all orders are processed promptly.
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Backs up and assists other POD or regional team members when order queue is high or as needed for PTO coverage.
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Attends internal and external training classes to ensure technical expertise on products and solutions and order process continues to grow.
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Works with Director on task forces and internal projects as requested and when appropriate.
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Looks for process improvements and brings those ideas forward as appropriate to their manager.
Qualifications
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Bachelor’s degree or equivalent in a business-related subject.
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1 - 3 years sales/business experience.
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Excellent communication and organizational skills.
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Proficient with Microsoft Office Suites.
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Ability to work in a fast paced, high volume, challenging environment.
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Exceptional listening, verbal, and written communication skills.
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Self-motivated, with high energy, operates with urgency.
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Ability to work independently and part of a team.
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Ability to absorb technical information and execute.
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Strong problem identification and resolution skills.
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Proficient in 3rd party manufacturer tools, business processes and sales engagement models.
Benefits
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401(k) Plan (35% employer match per dollar up to 10% employee contribution).
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Medical Coverage (3 platforms: UnitedHealthcare, Reference Based Pricing includes member advocacy; and Kaiser).
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RX Home Delivery.
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HSA with Employer Contribution.
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In-vitro Fertility (treatment coverage).
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Dental.
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Vision (2 plans: 12-month and 24-month frames allowance).
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FSA Plans (Healthcare, Dependent Care and Limited Purpose).
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Pre-tax Commuter Plans.
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Employer-paid Life Insurance.
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Employer-paid Short + Term Disability.
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Long Term Disability (2 plans: Employer-paid or optional Self-paid).
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Paid Parental Leave (4 weeks at 100%).
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Employee Assistance Plan.
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Voluntary Life Insurance for team member, spouse and child.
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Voluntary Accidental Death for team member and spouse.
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Legal/ID Theft Plans.
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TeleHealth.
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Wellness via Omada Health (healthy living solution).
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Travel Assistance.
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Business Travel Accident Coverage.
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Medical for foreign travel coverage.
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Employer-paid Pet Telehealth.
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Accident Insurance.
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Critical Illness Insurance.
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Hospital Indemnity Insurance.
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Volunteer Time Off.
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10 Holidays.
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Summer Sizzle.
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On Demand Pay (Daily Pay).