Specialist Sales Operations Ii
2 months ago
Donaldson is committed to solving the world’s most complex filtration challenges. Employing innovation and breakthrough solutions, we are advancing filtration for a cleaner world. We look for the best people to help us succeed, offering opportunities to learn, effect change, and make meaningful contributions at work and in our communities. This is a place where you can make a world of difference.
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- Prepare, co-ordinate and follow up customer project, service & site audit config activities to drive sales/ service activities and enquiries across, a wide spread of products available within the IAF & Industrial gas vertical business domain.
- Monitor and report on the status of project or audit deliverables to ensure time, costs and quality metrics are in line with assigned and approved project plans.
- Supports field sales and engineering to process project sales (capital equipment
- IAF), configured/non inventory data entry activities in accordance with company practice to drive sales within the business domain
- Support activities of the ATO and configured administration functions, including planning and assembly schedules, packing co-ordination and final sign off for the capital equipment (photograph included). Co-ordinate the cost rollup for each of the projects & Invoice sales revenue in accordance with company practice.
- Champion/coordinates ATO administration activities, schedules meetings and takes minutes for coordinating project sales activities.
- Daily maintenance of customer data and other sales data for current project/audit customers into Oracle and CRM.
- Assist with the administration of work undertaken by contractors.
- Directs general enquiries into channels appropriate to handle them including new customer contacts and matter such as complaints which impact their roles.
- Coordination of the quality activities for Industrial projects and work proactively with the quality team to maintain the register of CAPA process reporting which allows for IAF to identify problems and provide solutions for the project activities. This role will be responsible for the coordination between local quality and Wuxi quality to ensure our business needs are met by participating in monthly quality review meetings.
Reporting
- Maintain crucial sales project documents which track progress. File commercial project, photographs and audit & electrical approved documents in appropriate data base/library and ensure that all documents are accurate.
- Prepare and update weekly WIP file and submit to finance.
- Responsibility for hosting weekly ATO meeting to update all stakeholders on status of projects and items that need to be actioned.
- Publish project revenue plan reports to IAF team and Finance on a monthly (or bi
- weekly) needs basis
- Publish Ready2Ship current inventory status report monthly. Present data at ATO monthly meeting to ensure all stakeholders have current Ready 2 Ship updates.
- Maintains project folder and updates with company insurance certificates and quality certificates.
Come make a World of Difference
Our policy is to provide equal employment opportunities to all qualified persons without regard to race, gender, color, disability, national origin, age, religion, union affiliation, sexual orientation, veteran status, citizenship, gender identity and/or expression, or other status protected by law.
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