Role Description
The Sales & Logistics Specialist is responsible for managing the day-to-day sales order processing, logistics coordination, inventory administration, pricing, and operational support for a wine importing organization. This role serves as a key liaison between internal departments, suppliers, distributors, third-party logistics providers (3PLs), carriers, and customers to ensure orders are processed accurately, shipments move efficiently, and operational information is maintained in Business Central.
Key Responsibilities
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Sales Order Management & Customer Service
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Process and enter all sales and operational orders, including wholesale, sample, employee, stock replenishment, distributor DI, transfer, and inbound warehouse orders.
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Complete daily invoicing and ensure all orders are accurately fulfilled and documented.
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Attach required supporting documentation to orders and maintain accurate order records.
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Fulfill and coordinate orders through Ryder and other 3PL partners.
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Process distributor transfers and troubleshoot shipping discrepancies, mis-shipments, and order issues.
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Communicate daily with distributors regarding purchase order changes, order status, shipping requirements, and other operational needs.
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Manage customer and distributor allocations and ensure orders are released.
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Pricing & Business Central Administration
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Enter and maintain all price lists in Microsoft Dynamics 365 Business Central.
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Maintain item notes and other product-specific data within Business Central.
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Support Business Central development initiatives through system testing, process improvements, and project leadership.
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Identify system and process improvements that increase operational efficiency and data accuracy.
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Logistics & Supplier Coordination
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Coordinate daily with 3PLs, carriers, suppliers, distributors, and internal departments to ensure timely and accurate order fulfillment.
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Request product labels from suppliers for new items and vintage transitions.
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Provide required codes and documentation for WWS inbound shipments.
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Request and review ETS reports and other logistics documentation.
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Coordinate prepayment requirements for designated supplier orders.
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Support export orders by coordinating special labeling projects and completing required export documentation and forms.
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Inventory Management
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Monitor and maintain inventory levels across warehouses and distribution channels.
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Support inventory planning, replenishment, transfers, and product availability.
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Conduct monthly inventory reconciliations, including posting journal entry adjustments and item reclassifications.
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Communicate inventory changes, vintage transitions, and out-of-stock items to internal teams.
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Maintain accurate inventory records and investigate discrepancies as needed.
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Financial & Administrative Support
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Issue sales credit memos, sales invoices, purchase credit memos, billbacks, and other financial documents.
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Run purchasing and inventory reports to support the Marketing and other internal departments.
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Gather and organize supporting documentation for annual audits.
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Maintain accurate records and documentation related to sales, purchasing, inventory, and logistics activities.
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Process Improvement & Documentation
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Create, maintain, and improve Standard Operating Procedures (SOPs) for sales, logistics, inventory, and operational processes.
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Complete and track assigned projects and operational tasks through Monday.com.
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Identify opportunities to streamline workflows, improve data accuracy, and increase visibility across departments.
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Support cross-functional projects and system enhancements from implementation through testing and execution.
Qualifications
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Experience in wine, beverage alcohol, importing, distribution, logistics, or a related industry preferred.
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Strong understanding of sales order processing, inventory management, and logistics operations.
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Experience working with ERP systems; Microsoft Dynamics 365 Business Central experience strongly preferred.
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Strong attention to detail and ability to manage high volumes of transactions accurately.
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Excellent written and verbal communication skills.
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Strong organizational and time-management skills with the ability to prioritize multiple deadlines.
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Proficiency with Microsoft Office, Excel, and project/task management systems.
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Ability to troubleshoot issues independently and work collaboratively across departments.
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Strong analytical and problem-solving skills.
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Knowledge of wine industry terminology, vintages, pricing structures, distributors, 3PLs, and import logistics is highly desirable.
Key Relationships
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Sales & Customer Service
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Finance & Accounting
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Marketing
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Operations
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Suppliers and Wineries
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Distributors
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Third-Party Logistics Providers (3PLs)
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Freight Carriers
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Warehouse Partners
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Customs and Export Partners
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Executive Leadership
Salary
Expected salary range is $77K - $85K, plus potential annual discretionary bonus. The shown pay range represents what we reasonably expect to pay for this position; however, the actual compensation offered will depend on multiple job-related factors, including but not limited to candidate qualifications, skills, experience, education, location, and alignment with market data. The company reserves the right to modify the range in the future.