Sales Operations Specialist (Remote)

Sales Operations Specialist (Remote)

Trace3 is a leading Transformative IT Authority, providing unique technology solutions and consulting services to our clients. Equipped with elite engineering and dynamic innovation, we empower IT executives and their organizations to achieve competitive advantage through a process of Integrate, Automate, Innovate.

Our culture at Trace3 embodies the spirit of a startup with the advantage of a scalable business. Employees can grow their career and have fun while doing it!

Trace3 is headquartered in Irvine, California. We employ more than 1,200 people all over the United States. Our major field office locations include Denver, Indianapolis, Grand Rapids, Lexington, Los Angeles, Louisville, Texas, San Francisco.

About the Role :

Under the general direction of the Sales Operations Manager, the Sales Operations Specialist will be responsible for managing Sales Orders for assigned regions including but not limited to creating and reviewing Purchase Orders in a timely manner, reconciling, auditing and fulfillment of Hardware / Software / Support / Virtual items. This position will work closely with outside vendors and consult with internal teams to continuously build relationships and operational efficiencies and drive sales.

What You'll Do :

• Lead sales orders cycle for assigned regions. Actively and continually engage with assigned regional teams to develop a solid understanding of their business and recommend solutions for efficiency.
• Provide guidance to internal teams on resolving variances.
• Contribute to and enforce purchasing standard operating procedures and policies.
• Ensure the Purchasing process is executed correctly to minimize liability to the Company.
• Responsible for the internal item setup process and coordinating with sales team to ensure proper classification of each item "attribute" (tax classification, practice area, type, etc.)
• Review orders to ensure that items / components are properly classified at the time of purchase.
• Review orders for accuracy regarding shipping address, PO, shipping account information, price, etc.
• Process drop-ship, special order, and inventory / warehouse orders through ERP Platform in a timely manner.
• Send purchase orders to the correct vendor / distributor and work together to resolve any questions or discrepancies that arise.
• Work with the inventory team to ensure that backorder inventory assigned to sales orders is sourced and purchased.
• Create billing schedules for installment orders to ensure our clients are invoiced for the correct amount at the correct time.
• Track all product-related line items (hardware, software, support, and PS resale) and complete weekly follow-ups with vendors for all unfulfilled product line items.
• Perform item fulfillment based on vendor bills, physical shipping confirmations, electronic delivery confirmations, license keys, and support contracts.
• Request, track, and fulfill return authorizations.
• Problem-solve discrepancies and provide recommended solutions.
• Perform other duties as assigned.

Qualifications & Interests :

Actual salary will be based on a variety of factors, including location, experience, skill set, performance, licensure and certification, and business needs. The range for this position in other geographic locations may differ. Certain positions may also be eligible for variable incentive compensation, such as bonuses or commissions, that is not included in the base salary.

Estimated Pay Range : $50,000 - $60,000 USD

The Perks :

Our Commitment

At the core of Trace3's DNA is our people. We are a diverse group of talented individuals who understand the importance of teamwork and demonstrating leadership, character, and passion in all that we do.

We're committed to fostering an inclusive workplace where everyone feels respected, valued, and empowered to grow. We recognize that embracing diversity drives innovation, improves outcomes, fosters collaboration, boosts teammate satisfaction, and builds a more inclusive culture.

As an equal opportunity employer, Trace3 bases all employment decisions based on individual qualifications, merit, and business requirements. We do not engage in discrimination on the basis of race, color, religion, sex (including gender identity, sexual orientation, and pregnancy), national origin, age (40 or older), disability, genetic information, or any other characteristic protected by federal, state, or local law.

If you require a reasonable accommodation to complete the application process or participate in an interview, please email recruiting@trace3.com.