Essential Functions:
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Set up new customers in SAP based on Zendesk ticket submitted by Sales
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Complete supplier forms submitted by new customers
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Enter approved partner pricing discounts into Partner Portal as promotional code
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Manage customer price agreements in Salesforce
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Ensure clean and timely booking of customer purchase orders, including:
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Proactively audit open quotations for pre-booking accuracy
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Receive incoming customer purchase orders from Order Management Specialist
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Review, interpret, and reconcile customer purchase order to Cognex quotation and work with Sales to resolve any discrepancies (units, products, pricing)
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Attach customer purchase order to Cognex quotation and submit back to Order Management Specialist
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Create quotes in the following exception-based circumstances:
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In response to RFQs for known BOMs with pre-approved pricing for high volume OEMs and repeat customers
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In response to received purchase orders that are not associated with an existing quote for BOMs with pre-approved pricing for high volume OEMs and repeat customers
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To facilitate fast-turn opportunities requiring expedited / UPS RED / next day shipment
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Exercise judgment in interpreting and implementing operating practices to resolve exceptions.
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Act as liaison between Order Management, Sales, and customers regarding order status when in-country assistance is required
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Assist in providing user experience support in Salesforce
Knowledge, Skills, and Abilities:
- Customer First mentality
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Ability to exercise judgment with operating procedures
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Team player with the ability to work cross-functionally
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Excellent communication and interpersonal skills
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Ability to work under pressure in a fast-paced, dynamic environment
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Ability to handle various tasks simultaneously
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Ability to prioritize and proactively drive issues to resolution in a timely manner
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Process improvement focus
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Salesforce CRM and CPQ a plus
Minimum education and work experience required:
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Bachelor’s Degree
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2+ years professional experience supporting Sales organization
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Previous experience in Inside Sales a plus