Sales Processing Specialist

Reports to: Manager, Order Entry Position Summary : The Sales Processing Specialist accurately processes all customer and dealer orders in compliance with Teknion’s Standard Operating Procedures (SOPs). This role is responsible for verifying purchase orders (POs) and supporting documentation, confirming financial requirements are met, and documenting order-related inquiries to ensure seamless, timely execution.

Essential Job Duties and Responsibilities:

1. Order Processing & Verification

• Process all orders accurately within established timelines based on specific order types.
• Review Custom Request (CR) notes, line notes, and financial requirements prior to processing and releasing order.
• Check exception reports thoroughly for every processed order.
• Prepare, submit, and follow up on purchase orders to third-party vendors for non-Teknion products.
• Proactively resolve issues related to Special Quotes (SQs), CRs, or software to prevent processing delays.

1. Issue Resolution & Escalation

• Document order-related issues clearly by detailing the specific problem and providing guided solutions.
• Conduct verbal follow-ups with dealers regarding outstanding issues by Day 2.
• Escalate unresolved order issues to the Manager by Day 4.
• Respond to manufacturing questions expeditiously to maintain production schedules.

1. Dealer & Operational Support

• Assist dealers with clean order submissions and required form completions, such as Direct Bill forms.
• Execute assigned administrative reports and take necessary follow-up actions. Additional Responsibilities:
• Maintain professional, courteous, and positive communication with customers, dealers, and internal teams.
• Support a collaborative team environment by remaining mindful of team workloads.
• Demonstrate accountability by taking immediate responsibility for identifying and resolving errors.

Qualifications

& Educational Requirements:

• Education & Experience: High school diploma, 2–4 years of related experience and/or training, or an equivalent combination of education and experience.
• Technical Proficiency: Computer literate, including Google Workspace (Docs, Sheets, Slides), Microsoft Office (Word, Excel, PowerPoint), and standard email platforms.
• Skills: Strong organizational skills, high attention to detail, and excellent verbal communication.
• Work Style: Proven ability to multitask and work both independently and collaboratively in a fast-paced, deadline-oriented environment.
• Availability: Ability to work overtime as required by business needs.