Sales Operations and Support Specialist

Sales Operations & Support Specialist

 

Daily Activities Weekly Activities Monthly Activities  1. Order Processing & Documentation 1 .RD Updates 1. Customer Visits Extending Support / Guidance to sales team to get purchase order in line with Vertiv Requirements  - HSN Code / Line Items / Product description , Qty / Unit rate / Tax rate / Bill To Ship To address , GST No Etc Update and correct RD (Requested Delivery Date) in Sales Orders as per customer requirements. Visit customer sites for invoice submission and related documentation for Project Orders Execute customer orders and verify PO and all supporting documents for SO processing through OSC across all LOBs. 2.FAT Coordination 2. Demand Planning Coordinate with SS team for SO punching, SO disclosure, and PO/SO validation. Coordinate with factory and customers for scheduling and execution of FAT (Factory Acceptance Testing). Prepare demand sheets for various LOBs (Power, Thermal, Smart, ITMS, PDU). - SQ & SO Based demand 2.  Coordination for PO & DC  3.Tracking & Documentation 3. Maintain Data Follow up with partners/distributors for B2B orders. Maintain trackers for orders, documentation, sales, and receivables to ensure accurate and up-to-date records. Prepare and maintain master data for SAM South covering Order Booking (OB) and Sales. Coordinate with customers, partners, and distributors for dispatch clearance. 4 .Progress Monitoring & Reporting Generate reports sales person–wise and LOB–wise. 3. Dispatch & Delivery Management Monitor order progress and share regular status updates with all stakeholders.   Follow up with Logictics team & Collect invoice and dispatch details. 5. Planning & Scheduling   Coordinate with transporter and service teams for timely delivery to the customer site. Plan activities, develop schedules, and ensure proper sequencing of orders.   Ensure collection of POD (Proof of Delivery). sales demand planning and review with factory and product planning teams weekly   .   4. CAS Submission & Approval     Submit CAS in the portal (Power / Thermal / Smart categories). / SAF - DPG orders      Follow up with the service team for timely CAS approval.     5. Billing & Factory Coordination     Follow up with factory for timely billing as per PD.     6. Compliance for Special Orders     For STPI & SEZ orders, collect required documents (Form A, SEZ certificates, etc.)     7. Payment & Financial Documentation     Submit proforma invoices for advance payment or LC collection as per PO terms.     Process bank guarantees (Advance / Performance / Retention) based on order requirements.     8. Invoice Submission & Payment Followup     Submit invoices to customers along with all relevant supporting documents as per PO terms and conditions.     Daily follow-ups with customers for payment collection.    

The successful candidate will embrace Vertiv’s Core Principals & Behaviors to help execute our Strategic Priorities. 

OUR CORE PRINCIPALS:  Safety.  Integrity.  Respect.  Teamwork.  Diversity & Inclusion.

OUR STRATEGIC PRIORITIES

• Customer Focus
• Operational Excellence
• High-Performance Culture
• Innovation
• Financial Strength

OUR BEHAVIORS

• Own It
• Act With Urgency
• Foster a Customer-First Mindset
• Think Big and Execute
• Lead by Example
• Drive Continuous Improvement
• Learn and Seek Out Development

 

At Vertiv, we offer the stability of a global leader in a growing industry and the opportunity of a startup. We design, manufacture and service the mission-critical infrastructure technologies for vital applications in data centers, communication networks and commercial and industrial environments. With $5 billion in sales, a strong customer base and global reach in nearly 70 countries, our move to establish a standalone business enables us to deliver greater value to our customers and create new opportunities for our people.

 Vertiv is an Equal Opportunity/Affirmative Action employer. We promote equal opportunities for all with respect to hiring, terms of employment, mobility, training, compensation, and occupational health, without discrimination as to age, race, color, religion, creed, sex, pregnancy status (including childbirth, breastfeeding, or related medical conditions), marital status, sexual orientation, gender identity / expression (including transgender status or sexual stereotypes), genetic information, citizenship status, national origin, protected veteran status, political affiliation, or disability. If you have a disability and are having difficulty accessing or using this website to apply for a position, you can request help by sending an email to help.join@vertivco.com. If you are interested in applying or learning more about this role, please visit the company’s career page located on Vertiv.com/Careers

Experience Level

Mid Level