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San Luis Potosí

    Sales Order Support Specialist - San Luis Potosí, México - Bastian Solutions

    Bastian Solutions
    Bastian Solutions San Luis Potosí, México

    hace 3 semanas

    Default job background
    De jornada completa
    Descripción

    Job Overview

    The Sales Order Support Specialist will have a pivotal role in ensuring smooth operations for US Teams while working remotely from Mexico. Responsibilities encompass a range of functional areas, such as accounting, customer service, and administrative support. In addition to aiding in order processing and addressing customer inquiries, the position will closely collaborate with cross-functional teams to maintain efficient workflows and ensure timely service delivery. Contributions made in this role will significantly influence the overall success of the sales order process and elevate customer satisfaction levels.

    This position reports directly to the Sales Order Team Lead.

    Job Functions

  • Enter new sales orders accurately into Microsoft D365.
  • Generate vendor purchase orders corresponding to the appropriate project or order.
  • Process vendor invoices in alignment with the relevant order.
  • Generate customer invoices promptly upon receipt of vendor invoices.
  • Conduct research on unbilled orders to optimize billing revenue each month.
  • Provide assistance to vendors regarding inquiries or issues with received orders; escalate to appropriate personnel when necessary.
  • Maintain organized electronic files for each sales order, encompassing sales orders (SO), vendor purchase orders (POs), customer purchase orders (POs), and invoices to customers, along with any other relevant documentation.
  • Maintain proactive communication with customers' accounts payable contacts to resolve past dues and address any outstanding issues promptly.
  • Collaborate with Bastian Credit Specialist to reconcile any discrepancies in cash application.
  • Write off uncollectible receivables as directed by the Credit Specialist.
  • Communicate effectively with team members to resolve issues promptly and efficiently.
  • Provide support for year-end auditor requirements, including conducting necessary research.
  • Perform additional assignments, as directed.
  • Travel Requirements

  • <5% overnight travel for training purposes (Travel expenses paid by Bastian Solutions)
  • Preferred Skills and Required Qualifications

  • Degree in Accounting, Business, or Finance preferred, and 3+ years of applicable experience.
  • Intermediate to advanced computer literacy, including experience in word processing, spreadsheets, and accounting software. A working knowledge of Microsoft D365 is a plus.
  • Maintain an evaluation score of 3 or higher each year of employment.
  • Ability to work well with others under deadline situations and respond to changes in priorities.
  • Self-motivated with the ability to work independently and balance workload to complete assignments within time constraints.
  • Excellent written and verbal communication skills and strong organizational skills.
  • Ability to apply analytical and interpretive skills to problem-solving.
  • Employ problem-solving skills and analysis, and report problems as necessary.
  • General understanding of J Sox compliance.

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