Sales Operations Specialist

Role Overview

• Provide frontline customer support via phone and email for customers, distributors, and internal sales teams.
• Support lead handling and progression, connecting customers with the appropriate internal teams when needed.
• Support the full order lifecycle, including order receipt, review, entry, acknowledgement, changes, and follow-up.
• Enter, validate, and maintain customer orders in SAP or similar ERP systems, ensuring accuracy in pricing, quantities, delivery dates, and customer master data.
• Communicate order confirmations, backorder notifications, and delivery updates to customers and internal stakeholders.
• Escalate urgent or sensitive issues appropriately, recognizing the critical nature of medical device supply.
• Monitor order status, backorders, and partial shipments and proactively communicate delays.
• Develop a working understanding of customer fulfillment rate, on-time delivery, and service-level performance.
• Build knowledge of inventory concepts such as stock availability, allocation, and backorder management.
• Support invoicing and billing processes, ensuring alignment between orders, shipments, and invoices.
• Assist with pricing discrepancies, credits, returns, and related corrections.
• Collaborate with Quality and Regulatory teams to support complaint handling, documentation, and corrective actions.
• Follow quality procedures and SOPs aligned with medical device and regulated industry requirements.
• Maintain and update Salesforce and customer data records.
• Support EDI order processing and system-based workflows.
• Contribute to reporting, spreadsheets, and basic operational data analysis.

Requirements

• Bachelor’s degree in Business Administration, Marketing, or a related field.
• 2+ years of experience in customer service, internal sales, sales operations, supply chain, or operations.
• Experience supporting B2B customers in distribution, manufacturing, or similar environments.
• Experience with order processing and invoicing systems.
• Strong attention to detail and organizational skills.
• Comfortable communicating with customers and internal stakeholders via phone and email.
• Proficiency in Microsoft Office, especially Excel.
• Willingness and ability to learn ERP, CRM, and sales operations systems.

Tech Stack

• ERP

Benefits

• Flexible work arrangements
• Professional development opportunities