Role Description
The Sales Order Coordinator (SOC) will have the responsibility for strengthening relationships and increasing revenue within ConvergeOne’s existing customer base. 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 candidate 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:
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Working within the CRM system.
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Preparing customer order for placement by providing an accurate package to colleagues utilizing the order checklist.
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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 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).