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Locomotive Fleet Planner & Quality Assurance Specialist

Kofax

Locomotive Fleet Planner & Quality Assurance Specialist

Barnegat, NJ
Full Time
Paid
  • Responsibilities

    Sales Support Representatives enable Sales AE’s to focus maximum time on selling by supporting on admin tasks and being the primary link to all other back-office functions to help ensure orders as processed compliantly but as efficiently as possible.

     

     

    KEY RESPONSIBILITIES:

    Supports Account Executive (AE) and Customer with all customer-impacting questions and requests:

    PROVIDE PRIMARY POINT OF CONTACT & HANDLE INQUIRIES AND REQUESTS

    -Prompt responses to phone calls and emails

    -Redirect requests/issues to appropriate functions

    -Ownership of issues through to resolution

    -Refer to “Common Requests” for examples

    -Provide information on our solutions and services

    -Answer product questions

    -Uncover new opportunities

    -Transition potential opportunities to Sales

    COMMUNICATE WITH FIELD REP

    -Interact with Sales AE to ensure PS request to provide SOW

    -Interact with Sales AE to ensure Education for custom proposals

    -Provide customer or partner data

    -Share contacts and historical knowledge

    PROACTIVE REVIEW OF OPPORTUNITIES

    -Proactive review of opportunities in Deal Desk Dashboard running through checklist

    -Check for existing terms on each transaction or issue correct Contract template for new customers

    -Track all assigned deals through to closure

    -Flag all items that need approvals and ensure approvals are sought for all items

    -Verify credit limits through Accounts Receivable and support resolution of overdue invoices

    -Engage Deal Managers and/or Legal to handle complex agreements and negotiations

    -Ensure revenue recognition compliance with Rev Rec rules

    GENERATE QUOTES

    -Generate quotes for software-only transactions with BOM's following Licensing rules

    -Check proactively with OF team for complex BOM's or large/strategic deals to ensure no mistakes

    CREATE ORDER PACKAGES FOR WON ORDERS

    -Compile all documentation in an order package

    -Create and submit an order package to OF team

    -Ensure PO is reviewed and correct as soon as received

    -Verify timely shipping of software/licenses before deadlines for Rev Rec

    -Ensure CRM Oppty data is updated to reflect final booked deal

    -Monitor software and hardware shipments

    -Provide updates to Sales Operations leaders 

    -Archive all contract paperwork

    ENSURE EFFECTIVE TEAMWORK

    -Support rest of team where help is needed (bandwidth or product expertise)

    -Own projects to help improve processes and systems to make team more effective & efficient

     

    Required Skills

    • Understanding of SOX rules and regulations
    • Fluent language skills in English and German
    • Will require an understanding of the business context and rationale for our products and services as well as the business of our resellers.
    • Needs to be customer-service oriented and understand the value of accuracy and reliability.
    • Needs to work with confidence within a team environment to ensure that overall team targets are achieved.
    • Key attributes of the job are friendly and efficient manner and empathy with the customer’s requirements such as the need for accuracy, reliability and good-attitude.

     

    Required Experience

  • Qualifications
    • Understanding of SOX rules and regulations
    • Fluent language skills in English and German
    • Will require an understanding of the business context and rationale for our products and services as well as the business of our resellers.
    • Needs to be customer-service oriented and understand the value of accuracy and reliability.
    • Needs to work with confidence within a team environment to ensure that overall team targets are achieved.
    • Key attributes of the job are friendly and efficient manner and empathy with the customer’s requirements such as the need for accuracy, reliability and good-attitude.