Sales Order Administrator (Dallas, TX)
Optomi, in partnership with an innovator in AI and cloud-based security solutions, is seeking an experienced Sales Order Administrator who thrives in a fast-paced, startup environment. This role is focused solely on order fulfillment operations-managing orders, vendor coordination, and documentation-from start to finish. The position requires someone highly detail-oriented and self-motivated, with the ability to work independently and adapt to changing tools and processes.
Key Responsibilities:
- Process incoming sales orders from Salesforce CRM.
- Generate and submit purchase orders to vendors for fulfillment.
- Manage license generation and document product serial numbers and warranties.
- Track orders and confirm shipping details and timelines with vendors.
- Validate all order details and ensure proper alignment on the front end.
- Maintain accurate records and documentation for each transaction.
- Communicate with vendors to confirm order receipt, shipping timelines, and invoicing.
- Ensure vendor invoices align with agreed-upon pricing and terms.
- Track and report any discrepancies or delays in fulfillment.
- Record product serial numbers, warranty data, and shipment confirmations.
- Update and manage data in spreadsheets and ERP systems (ERP platform TBD).
- Generate sales and fulfillment reports as needed.
Required Qualifications:
- 4+ years of experience in sales operations, order fulfillment, or procurement.
- Proficiency with Salesforce is mandatory.
- Experience with vendor coordination and working in dynamic, startup environments.
- Strong attention to detail and organizational skills.
- Ability to take initiative and work independently with minimal training.
- Familiarity with ERP systems and QuickBooks is a plus.
- Comfortable working amid process ambiguity and ongoing operational changes.