Digital Order Automation (EDI) Specialist

At Banner Solutions, every teammate is an owner.

Banner Solutions is more than a typical door hardware distributor – we’re obsessed with making our customers’ jobs easier through inventory availability, product findability, and top-tier customer support.

We are Securing Every Doorway and Beyond with Trusted Solutions.

Our expertise spans commercial, electronic access control, residential hardware, and locksmith supplies, supported by an industry leading e-commerce platform featuring products from over 260 manufacturers. Banner Solutions aims to simplify and enhance customer experiences through efficient processes and personalized service, setting new standards in the industry. We are entering an exciting phase of growth and expansion supported by significant investments!

Summary

The Digital Order Processing Automation Specialist is a key member of the Customer Experience team, responsible for supporting the Digital Order Processing Automation Lead in designing, implementing, and optimizing automated order entry and processing workflows. This role focuses on leveraging digital technologies, including Conexiom (or similar), eCommerce, voicebot, chatbot, Agent Desktop, and Electronic Data Interchange (EDI), to ensure seamless and accurate order data flow into the Prophet 21 ERP and Salesforce CRM systems. The specialist will drive efficiency, reduce manual errors, and enhance the overall speed and quality of the digital customer order experience. He / she should ensure that order entry that came in into the digital platforms are completed within SLA (resolving digital entry errors).

This is an opportunity to join a dynamic, forward-thinking company at a pivotal moment of significant investments across all functions—where your expertise, leadership, and industry perspective will help shape our future.

Responsibilities

• Design and Implement Automation Workflows : Analyze current manual order entry and processing steps, identifying and designing automation solutions
• System Configuration and Management : Configure and manage digital platforms (e.g., Order Data Mapping) to accurately capture and translate customer purchase orders into the required format for the ERP system.
• ERP / CRM Data Integrity : Partnering with Prophet 21 (ERP) and Salesforce (CRM) IT teams in developing and implementing rigorous testing and validation protocols to ensure all automated order data entry into Prophet 21 (ERP) and Salesforce (CRM) is accurate, complete, and adheres to company standards.
• EDI Support : Collaborate with the ERP-EDI Team to setup new customer, perform user acceptance testing, and help drive ongoing improvement of Electronic Data Interchange (EDI) connections and trading partner relationships for automated order exchange.

Process Optimization and Improvement

Support and Documentation

Qualifications

Required Technical Skills

Key Competencies and Soft Skills