Sales Operations Specialist

Kurz Industrial Solutions Inc. • Green Bay • 3d ago

Kurz Overview and Mission: Proud to serve leading industrial business in the Upper Midwest for over one hundred years with best-in-class electro-mechanical and clean energy products and services. We are driven by a culture centered on our six core values and strive every day to achieve our mission "to strengthen American industry."

Role Mission
As a Sales Operations Specialist, your focus will be supporting sales & post-sale transactional activities to provide a successful customer experience for our clients, improving execution and remove barriers for the Inside Sales team and Account Managers. Duties include open order tracking and management of dates, accurate transactional processing of specialized order types (shop modifications, E&I, exchange programs, on-site services, etc.), ensure ERP integrity with item creation and pricing accuracy, processing customer return requests along with widespread support duties. You will serve as a key liaison between Kurz and our customers (both external and internal).
Onsite and virtual training will be provided to perform these tasks and duties.

Key Job Responsibilities

Understand operational processes across all departments including warehouse, sales, sales support, and customer service functions.
Perform transactional creation and follow-through on item setup, quote creation, sales order processing, and purchase order entry
Understand warehouse and fulfillment activities including pick ticket management, receiving activities, inventory movement, shipment creation, expediting activities, customer walk-ins
Ability to learn the technical side of our businesses such as Motors, VFD's, Controls, Bearings, Gearboxes and PT Components
Review customer orders for accuracy, margin enhancement, and completeness before processing
Create and maintain accurate item records in ERP systems to support quoting, ordering, and inventory visibility
Track shipping statuses and update customers proactively
Respond to post-sale inquiries and ensure follow-up within 24 hours
Ensure ERP reflects accurate tracking and status data for internal and external visibility
Develop strong supplier/vendor relationships to obtain accurate information regarding availability, shipment, and delivery dates.
Assist in troubleshooting inventory, shipping issues, and expedite back orders if needed.
Effectively use our CRM/ERP platform to communicate with our team and customers using tasks, events, and opportunities to further new and/or existing business

Specialty Service Responsibilities

On-Site service coordination and transaction management
Coordinate warranty claims with vendors and manufacturers
Communication and transaction coordination of third-party service contractors for all Kurz locations
Shop modification creation, coordination and transaction management
Ensure accurate NetSuite Pricing and margin review and enhancement activities
Liaison between System Integrator Customers and Kurz
Past due Sales order and Purchase order Review
Update NetSuite with Purchase order Acknowledgement and shipping statuses
Motor exchange program service activities

Competencies

Process oriented with a customer-first mindset
High attention to detail and documentation accuracy
Experience in post-sales support or related customer service roles
Ability to use ERP/CRM systems for updates and tracking
Ability to prioritize tasks and manage time efficiently in a fast-paced environment
Collaborative and solution-oriented approach

Keys to Success

Core Values: Lives out our six Kurz company core values consistently.
Responsiveness: Timely and clear communication with internal teams and external customers.
Problem Solving: Takes ownership of post-sale issues and ensures resolution.
Team Support: Willingness to pitch in and assist the sales team as needed.

Benefits

Medical, Dental and Vision Insurance
Short & Long-Term Disability Insurance
HSA and Flex plans
Life and AD&D Insurance
401(k) Retirement Plan with company match
Paid holidays, vacation, and personal day
Accident Insurance & Critical Illness Coverage
Annual bonuses and merit increases based on performance.
Employee Assistance Program (EAP)
Wellness Programs
Career Development & Leadership Training

KURZ Industrial Solutions is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
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