Synergis Technologies, a technology firm, posted an opening for a fully remote Sales & Operations Specialist to handle critical quote-to-order workflows. The position centers on creating and updating sales quotes, assisting sales staff with licensing and pricing strategies through Excel, and processing incoming orders.

Candidates will coordinate partner transactions with entities like Global Footprints and DLT, ensure order accuracy, and resolve any rejected orders by collaborating with finance, sales, and customers. The specialist must send order confirmations to clients, aid in software forecasting schedules, and issue vendor purchase orders. At month-end, the role involves reconciling software forecasts against billings.

Additional duties include completing customer-requested documents such as certificates of insurance, vendor forms, ACH forms, and W-9s. The hire will create and update Adept Salesforce contracts and assets, generate customer authorization codes for orders and portal requests, and manage Ring Group voicemails by receiving, handling, or forwarding them. Faxes will also need distribution.

Support for senior leaders’ special projects rounds out the responsibilities. Applicants need a bachelor’s degree or equivalent experience, a minimum of five years in sales support, and accounting experience is preferred. Familiarity with CRM systems is required, with Salesforce as a plus, alongside intermediate Microsoft Excel skills and proficiency in MS Office applications.

The ideal candidate can juggle multiple projects amid shifting priorities and possesses strong verbal and written communication skills. Synergis Technologies emphasizes equal opportunity employment, stating all qualified applicants will receive consideration without regard to race, color, religious creed, ancestry, national origin, age, sex, sexual orientation, sexual identity, or handicap.

This remote role suits professionals with a track record in sales operations, particularly those comfortable with Salesforce and financial reconciliation tasks. The posting appears on We Work Remotely, highlighting Synergis’ push to build its remote sales infrastructure amid growing demand for efficient order management in tech services.