DocuWare stands for globally distributed international teams and an open corporate culture that invites you to help shape it. Would you like to be part of an innovative company whose solutions are digitizing everyday work in a wide range of industries In that case we are happy to welcome you to the team. #LIDNI
Your Responsibilities
The Sales Operations Specialist is responsible for the general support of sales operations predominantly focused on preparing orders in a timely and optimal manner for processing as well as coordination of activities and data within the CRM system. Data verification and maintenance as well as the entry of leads and opportunities as needed in the CRM system.
This is a hybrid role with two days a week in our Beacon NY office.
Order verification and preparation for North Central and South America.
Verify accuracy of product information and pricing according to published price structures and customer contract agreement.
Check credit limits.
Ensure all associated supporting documentation is provided.
Provide status update on open orders to sales.
Approve orders for processing.
Lead verification and registration in the CRM system as needed as well as the related communication with the sales partners.
Other duties as required.
What you need to succeed
3 years experience in CRM system Microsoft Dynamics 365 required (at other relevant CRM systems such as Salesforce).
Advanced excel skillset is required with 3 years of usage in a business setting.
High service orientation; team player flexibility and commitment during peak periods (calendar fiscal month end).
Extremely detail oriented and able to manage multiple projects in parallel (multitasking).
Excellent skillset in customer service with direct customer and partners.
Ability to perform frequently recurring activities with consistent conscientiousness.
Requires a high school diploma or equivalent.
Possess excellent verbal/presentation and written communication skills.
Proficient in MS Office products in particular Excel.
What we can offer
Competitive salary $26 to $30 per hour depending on experience.
Standard 40 hours work week Monday to Friday from 8:30am to 5:00pm.
DocuWare funds $2000/$4000 annually towards single/family HDHP deductible
Your choice of 4 medical plans (HDHP EPO PPO)
Short Term Disability (100% company paid)
Long Term Disability (100% company paid)
Group Term Life insurance (100% company paid)
401(K) with company match
12 annual paid holidays and generous PTO plan
Profit Sharing
Internationally growing and well established company
Thorough onboarding & induction period
Training and development opportunities
Participation in a positive intercultural company culture with an openness to new ideas
Virtual instructor led fitness offerings.
Access to Udemy training academy and Tuition Reimbursement
Flexible Spending & Dependent Care Accounts
Company events and more
Our Values
New ideas are always welcome here.
At DocuWare youll find an open corporate culture a wide variety of options for further education and a friendly informal work environment. We offer creative selfmotivated individuals a diverse international working environment with plenty of freedom and opportunity for professional development.
You can find what makes us a unique and rewarding employment experience on Instagram! Check us out at
Our application process
1. Virtual prescreening with a Recruiter to get to know each other. 2. Virtual interview with the Recruiter and Hiring Manager. 3. Inperson Use Case Interview with Recruiter Hiring Manager and Team Member at the Beacon NY office. 4. Final inperson interview in the Beacon NY office.
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