Sales Operations Specialist

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, San Diego, San Francisco, and Scottsdale. 

Ready to discover the possibilities that live in technology?

Ideal candidates will have qualities true to our core…

Street -Smart <thriving in dynamic times> You are flexible and resilient in a fast-changing environment. You know how your job affects the whole mission. You get the bigger picture. You understand why your job matters to Trace3 and how to help grow the business. You exercise sound business judgment in making high-quality decisions in a timely manner.

Entrepreneurial Spirit <capitalizing on opportunity> You think like an entrepreneur. You continuously innovate, come up with solutions and drive change. You solve problems for the betterment of the company. You look for new and productive ways to make an impact. You find better ways to sell or provide solutions and are good at it.

Juice <the “stuff” it takes to be a needle mover and a game changer> You are a well-respected achiever that gets things done and drives results. You “bring the weather” by demonstrating leadership, character, and passion. You lead without a title, empowering others and inspiring trust. You treat others with respect, admit mistakes, give credit where it’s due and demonstrate transparency. You hug people in their trials, struggles, and failures, not just their success

About the Role:

We are seeking a highly motivated Sales Operations Specialist to join our team at Trace3! As a Sales Operations Specialist, you will be responsible for managing sales orders for assigned regions, including creating and reviewing purchase orders, reconciling, auditing, and fulfilling hardware, software, support, and virtual items. You will work closely with outside vendors and internal teams to develop relationships, operational efficiencies, and drive sales.

What You’ll Do:

• Manage the sales orders cycle for assigned regions.
• Collaborate with regional teams to develop a solid understanding of their business and recommend solutions for efficiency.
• Provide guidance to internal teams on resolving variances.
• Enforce purchasing standard operating procedures and policies.
• Ensure the purchasing process is executed correctly to minimize liability to the company.
• Coordinate with sales team to ensure proper classification of each item attribute.
• Review orders for accuracy regarding shipping, PO, price, etc.
• Process drop-ship, special order, and inventory/warehouse orders.
• Work with the inventory team to ensure backordered inventory is sourced and purchased.
• Create billing schedules for installment orders to ensure correct invoicing.
• Track product-related line items and complete weekly follow-up with vendors for unfulfilled items.
• Fulfill item requests based on vendor bills, physical/electronic confirmations, license keys, and support contracts.
• Request, track, and fulfill return authorizations.
• Problem-solve discrepancies and provide recommended solutions.

Qualifications & Interests:

• 3+ years of related work experience in sales operations or operations role.
• Strong internal controls knowledge and experience with process/procedure implementation.
• Strong Microsoft Excel skills.
• Experience with ERP systems; NetSuite preferred.
• Excellent interpersonal communication skills for interacting with employees, vendors, and clients.
• Highly organized, detail-oriented, excellent time management skills, and able to prioritize tasks effectively in a fast-paced, high-volume, and evolving work environment.
• Ability to approach customer and sales requests proactively and consultatively, listen and understand user requests/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.