ESSENTIAL DUTIES AND RESPONSIBILITIES

• Work with Sales Order Entry team to ensure accuracy of required information prior to entering approved sales orders in NetSuite.

• Creates customer profile in NetSuite ensuring that all required fields are entered. Identify parent company relationship as entered in the CRM

• Track signed documents and related records for proper documentation

• Review sales order fulfillments for correctness and completeness in preparation for billing

• Collaborates with the hardware billing team. Investigates issues and offer recommendation for resolution

• Review shipments made by the operations team,  and along with the shipping specialist assist with entering serial numbers and tracking numbers

• Assist with shipping when necessary, peak times or act as a backup when required

• Assist with periodic inventory counts and audits as needed

• Assist with customer lab unit sales order creation and billing setup.

• Work on special projects as required

MINIMUM QUALIFICATIONS

• 2 year degree in Accounting or related discipline a plus but not required, or currently working towards an undergraduate or associate degree accepted

• Experience with Microsoft Office ( Outlook, Excel) required

• Experience with NetSuite financial application and Dynamics CRM a plus

PHYSICAL/MENTAL DEMANDS AND WORKING CONDITIONS

 

This position requires working with the operations configuration team and the shipping team. May require lifting up to 15-20 pounds.