Customer & Sales Operations Specialist

Pdm Tech

  • Vega Baja, PR
  • Permanente
  • Tiempo completo
  • Hace 7 días
Industry: Predictive Maintenance and Reliability Engineering Services, Equipment Sales, and TrainingCompany Overview: PdMtech is a leading provider of Predictive Maintenance and Reliability Engineering Services, Equipment Sales, and Training Sales. Our mission is to empower industries to achieve optimal performance and reliability through cutting-edge solutions. As part of our dedicated team, the Business Development Manager role requires a strategic approach to building relationships and identifying opportunities.Job Summary: The Customer & Sales Operations Specialistrole is responsible for managing PdMTech's pre-sales commercial operations, acting as the primary coordination point between customers, Business Development, vendors, and internal execution teams.This position ensures that leads are correctly registered, opportunities are properly documented, quotes are prepared and followed up, customer interactions are recorded, and equipment sales logistics are coordinated until invoicing readiness.The role is critical to:
  • Commercial discipline
  • CRM data quality
  • Sales process velocity
  • Customer experience consistency
The role contributes to overall sales targets while enhancing sales effectiveness across all business units.Key Responsibility Areas1. Customer & Lead Management2. CRM & Commercial Process Control3. Quotation Support & Follow-up4. Sales Coordination & Scheduling5. Market & Customer Intelligence6. Vendor & Equipment Sales Coordination7. Commercial Handover for Invoicing preparationDetailed Responsibilities:1. Customers' Inbound Calls ReceptionDescription:
Receive and properly handle all inbound customer calls, ensuring requests are clearly understood, documented, and routed according to PdMTech's commercial procedures.Key Activities:· Answer inbound calls professionally and promptly· Identify customer needs and urgency· Route inquiries to the correct Business Development representative or technical area· Ensure no customer request is lost or unmanagedExpected Outcome:
Customers experience a responsive, organized, and professional first point of contact.2. Lead Registration in CRMDescription:
Register all inbound leads in the CRM system, strictly following the lead registration procedure.Key Activities:· Create new leads in CRM with complete and accurate information· Ensure mandatory fields are completed (company, contact, source, need)· Assign leads according to defined rules· Validate data quality before savingExpected Outcome:
All leads are traceable, measurable, and correctly assigned for follow-up.3. Potential Creation in CRMDescription:
Create commercial potentials (opportunities) in the CRM and assign them to the corresponding finder or Business Development owner.Key Activities:· Convert qualified leads into potentials· Assign ownership to the correct BD or sales rep· Classify potential type (service, MRE, equipment, training, software)
  • Link relevant tasks and follow-up actions
Expected Outcome:
Sales pipeline accurately reflects real commercial opportunities.4. Schedule Sales Team Customer Visits or Contact CallsDescription:
Coordinate customer meetings, site visits, and calls for the sales team, ensuring commitments are planned, executed, and tracked.Key Activities:· Schedule meetings and visits based on the sales team availability· Confirm appointments with customers· Track fulfillment and rescheduling if needed· Follow up on missed or delayed commitmentsExpected Outcome:
Sales activities occur as planned and customers feel properly attended.5. Upload Customer Calls and Meetings Information into CRMDescription:
Ensure all customer interactions are documented in CRM with relevant highlights.Key Activities:· Register completed calls and meetings· Upload summaries, key points, and next steps· Attach related documents or notes· Ensure CRM reflects real customer historyExpected Outcome:
CRM serves as a reliable commercial memory for PdMTech.6. Prepare Quotes in CRM / Request Quote ApprovalDescription:
Prepare commercial quotations in CRM and coordinate the internal estimation and approval process.Key Activities:· Draft quotes using approved templates and price lists· Assign technical estimation tasks to the correct estimator (Service, MRE, Equipment, etc.)· Track estimation completion· Submit quotes for approval per the approval matrixExpected Outcome:
Quotes are accurate, approved, and issued on time.7. Send Quotes to CustomersDescription:
Deliver approved quotations to customers in a professional and timely manner.Key Activities:· Verify quote approval status· Send quotes through official channels· Confirm customer receipt· Register quote delivery in CRMExpected Outcome:
Customers receive clear, correct, and timely proposals.8. Delivered Quotes Follow-UpDescription:
Actively follow up on delivered quotations to support conversion.Key Activities:· Create and manage follow-up tasks in CRM· Contact customers to confirm status· Escalate feedback or objections to BD· Update opportunity status accordinglyExpected Outcome:
Higher quote conversion rates and shorter sales cycles.9. Market Research for New CustomersDescription:
Support Business Development with basic market and prospect research.Key Activities:· Identify potential new customers in target industries· Gather publicly available company information· Support lead generation campaigns· Upload findings into CRMExpected Outcome:
Expanded and qualified prospect base.10. Current Customers Organization Chart & Personnel ResearchDescription:
Maintain up-to-date customer organizational information to support relationship management.Key Activities:· Research key contacts and decision-makers· Update organizational charts in CRM· Track personnel changes· Support account continuityExpected Outcome:
Stronger customer relationships and reduced dependency on single contacts.11. PdMTech New Customers Virtual Commercial PresentationsDescription:
Deliver and assist with virtual sales presentations for new clients.Key Activities:· Schedule presentations· Coordinate attendees· Share materials· Document outcomes and next stepsExpected Outcome:
Consistently deliver a professional pitch to new potential customers.12. Vendors – PdMTech Commercial LinkDescription:
Serve as the commercial interface between PdMTech and its equipment vendors.Key Activities:· Collect sales forecasts· Receive and update price lists· Coordinate CRM updates· Schedule vendor meetings· Track new equipment informationExpected Outcome:
Aligned vendor relationships and accurate pricing data.13. Purchase Equipment / PO ElaborationDescription:
Prepare and manage purchase orders for equipment sold.Key Activities:· Prepare purchase orders according to internal procedures· Coordinate approvals· Send POs to vendors· Track order statusExpected Outcome:
Smooth equipment procurement with full traceability.14. Equipment Delivery, Training & Calibration CoordinationDescription:
Coordinate equipment delivery and post-sale activities.Key Activities:· Track equipment delivery to office or customer· Coordinate user training with vendors· Coordinate equipment calibration· Confirm customer acceptanceExpected Outcome:
Customers receive fully operational equipment with minimal friction.15. Set Equipment to InvoicingDescription:
Ensure equipment sales are ready for invoicing.Key Activities:· Verify delivery and acceptance· Confirm documentation completeness· Notify Finance/Admin to proceed with invoicing· Update CRM statusExpected Outcome:
Timely and accurate invoicing for equipment sales.16. Execution Scheduling & Coordination (Post-PO)Description:
Coordinate the scheduling and internal alignment of execution activities once a customer Purchase Order (PO) is received, ensuring that the job is properly planned, prioritized, and integrated into the corresponding business unit's backlog.Key Activities:· Coordinate Business Unit leads to: confirm scope and priorities and align execution timing with backlog and resource availability· Schedule the job or project in coordination with the customer· Confirm execution dates internally and externally· Track scheduling fulfillment and escalate conflicts or delays· Update CRM and internal systems with confirmed schedules and statusExpected Outcome:
Customer POs are converted into clearly scheduled, coordinated, and traceable execution activities, with full alignment between commercial commitments, operational capacity, and customer expectations.Key Skills and Competencies· Communication, negotiation and presentation skills.· Ability to identify and develop new business opportunities.· Strong customer orientation and ability to build relationships.· Mastery of technological tools and software of PdMtech.· Ability to work independently and under pressure.These roles collectively contribute to the successful operation and growth of a Predictive Maintenance and Reliability Engineering Services, Equipment Sales, and Training sales organization.MUST BE FULLY BILINGUALTipo de puesto: Tiempo completo, TemporalSueldo: $ - $ la horaEscolaridad:
  • Bachelor's (Deseable)
Experiencia:
  • 3 años: 1 año (Obligatorio)
Idioma:
  • ingles (Deseable)
Disponibilidad de turnos:
  • Turno diurno (Deseable)
Lugar de trabajo: Empleo presencial

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