Sales Operations Coordinator (Eastern US)

Who is Trace3?

Trace3 is a leading Transformative IT Authority, providing unique technology solutions and consulting services to our clients. Equipped with elite engineering and dynamic innovation, we empower IT executives and their organizations to achieve competitive advantage through a process of Integrate, Automate, Innovate.

Our culture at Trace3 embodies the spirit of a startup with the advantage of a scalable business. Employees can grow their career and have fun while doing it!

Trace3 is headquartered in Irvine, California. We employ more than 1,000 people all over the United States. Our major field office locations include Atlanta, Denver, Detroit, Indianapolis, Grand Rapids, Lexington, Los Angeles, Louisville, Texas, San Diego, San Francisco, and Scottsdale.  

Ready to discover the possibilities that live in technology?

Come Join Us!

Street-Smart - Thriving in Dynamic Times

We are flexible and resilient in a fast-changing environment. We continuously innovate and drive constructive change while keeping a focus on the “big picture.” We exercise sound business judgment in making high-quality decisions in a timely and cost-effective manner. We are highly creative and can dig deep within ourselves to find positive solutions to different problems.

Juice - The “Stuff” it takes to be a Needle Mover

We get things done and drive results. We lead without a title, empowering others through a can-do attitude. We look forward to the goal, mentally mapping out every checkpoint on the pathway to success, and visualizing what the final destination looks and feels like.

Teamwork - Humble, Hungry and Smart

We are humble individuals who understand how our job impacts the company's mission. We treat others with respect, admit mistakes, give credit where it’s due and demonstrate transparency. We “bring the weather” by exhibiting positive leadership and solution-focused thinking. We hug people in their trials, struggles, and failures – not just their success. We appreciate the individuality of the people around us.

About the Role:

Under the general direction of the Sales Operations Manager, the Sales Operations Coordinator will be responsible for reviewing new item records that need to be validated and populating the necessary business unit and financial attributes in a timely manner. In addition, the Sales Operations Coordinator will assist the Sales Operations Specialists with reviewing Sales Orders for accuracy, creating purchase orders in a timely manner, and fulfilling Software/Support/Virtual items for specific sales teams.

What You’ll Do:

• Responsible for the internal item setup process and coordinating with sales team to ensure proper classification of each item “attribute” (tax classification, practice area, type, etc.)
• Responsible for quarterly review of all internal item records and completing any necessary revisions.
• Assist with reviewing orders to ensure that items/components are properly classified at time of purchase.
• Assist with reviewing orders for accuracy regarding shipping address, PO, shipping account information, price, etc.
• Process drop-ship and inventory/warehouse orders through ERP Platform in a timely manner.
• Track virtual/software line items and perform item fulfillment based on license key confirmations.
• Problem-solve discrepancies and provide recommended solutions. 
• Perform other duties as assigned.
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Qualifications & Interests:

• High school diploma or equivalent (Bachelor’s Degree preferred).
• Minimum of 3 years of related work experience in purchasing, sales operations or logistics.
• Experience in Operations; strong internal controls knowledge and experience with implementation of processes and procedures.
• Strong Microsoft Excel skills.
• Experience with ERP systems; NetSuite strongly preferred.
• Excellent interpersonal communication skills required for interacting with employees, vendors and clients.
• Highly organized, detail-oriented, excellent time management skills and able to effectively prioritize tasks in a fast-paced, high-volume, and evolving work environment.
• Ability to approach customer and sales requests with a proactive and consultative manner; listen and understand user requests and needs and effectively deliver.
• Comfortable managing multiple and changing priorities, and meeting deadlines in an entrepreneurial environment.

REQUIRED SKILLS AND EXPERIENCE:

• High school diploma or equivalent (Bachelor’s Degree preferred).
• Strong Microsoft Excel skills.
• Excellent interpersonal communication skills required for interacting with employees, vendors and clients.
• Highly organized, detail-oriented, excellent time management skills and able to effectively prioritize tasks in a fast-paced, high-volume, and evolving work environment.
• Ability to approach customer and sales requests with a proactive and consultative manner; listen and understand user requests and needs and effectively deliver.
• Comfortable managing multiple and changing priorities, and meeting deadlines in an entrepreneurial environment.

The Perks:

• Comprehensive medical, dental and vision plans for you and your dependents
• 401(k) Retirement Plan with Employer Match, 529 College Savings Plan, Health Savings Account, Life Insurance, and Long-Term Disability
• Competitive Compensation
• Training and development programs
• Stocked kitchen with snacks and beverages
• Collaborative and cool office culture
• Work-life balance and generous paid time off

***To all recruitment agencies: Trace3 does not accept unsolicited agency resumes/CVs. Please do not forward resumes/CVs to our careers email addresses, Trace3 employees or any other company location. Trace3 is not responsible for any fees related to unsolicited resumes/CVs.