Platform Specialist

Position Summary:

Ensures all sales orders are processed in an efficient and accurate manner and that delivery deadlines are met. Provides support to a team of sales (inside/outside) representatives. Works with sales management, sales reps and customer service to process customer orders and/or change orders. Verifies and reviews the accuracy of orders. Responsible for monitoring overall account activity for assigned group. Tracks data and creates reports regarding market conditions, sales results, team earnings, etc. May be responsible for lead and order management activities for specified area of sales group (separated by account size or geographic territory). Takes orders on self-qualified leads when appropriate. Prepares product/license quotes as needed for pre-sales customers.

What you bring to the role:

Seasoned individual contributor. Works under limited supervision for routine situations. Provides assistance and training to lower-level employees. Problems typically are not routine and require analysis to understand. Makes minor adjustments to working methods. Explains practices, procedures and policies to reach agreement with others outside of the job area.
Provides administrative or technical support at a senior level. Proficient in the various competencies relevant to their job. May act as a lead or mentor to more junior technical or administrative support personnel. Works on assignments that are moderately difficult, requiring judgment in resolving issues or in making recommendations.
Generally, works independently within established procedures associated with the specific job function. Normally receives little instruction on daily work. Determines methods and procedures on new assignments. May be informal team leader.

Key Responsibilities

• Process and manage sales orders with a high level of accuracy and timeliness

• Review and verify orders, ensuring all requirements are met

• Coordinate with sales teams and customer service on order processing and changes

• Monitor account activity and maintain accurate records

• Track and analyze data related to sales performance and market conditions

• Generate reports for management and sales teams

• Support lead and order management processes within assigned territories or segments

• Prepare quotes for products and licenses for prospective customers

Qualifications & Experience

• Education & Experience:

  • Associate degree (2-year college) with a minimum of 3 years of relevant experience, OR

  • High school diploma (or equivalent) with at least 5 years of relevant experience (preferably at a senior level)

• Skills & Competencies:

  • Strong analytical and problem-solving skills

  • Ability to work independently with minimal supervision

  • Solid understanding of sales operations and order management processes

  • Effective communication skills with the ability to explain procedures and policies

  • Proficiency in administrative and/or technical support functions

  • Experience mentoring or guiding junior team members is a plus