Sales Success Specialist

About Us:

How many companies can say they have been in business for over 178 years?!

Here at ZEISS, we certainly can! As the pioneers of science, ZEISS handles the ever-changing environments in a fast-paced world, meeting it with cutting edge technologies and continuous advancements.

ZEISS believes that innovation and technology are the key to a sustainable future and solutions for global change.

We have a diverse range of portfolios throughout the ZEISS family in segments like Industrial Quality & Research, Medical Technology, Consumer Markets and Semiconductor Manufacturing Technology.

We are a global company with over 42,000 employees and have over 4,000 in the US and Canada alone! Make a difference, come join the team!

Location: Dublin, CA

What's the role?

The Sales Success Specialist is the primary contact for all customer and sales communications within a sales region.

You will work with an experienced team that plays a vital role in Customer Care.

This individual will manage quotes, enter sales orders into our ERP order management system, monitor backlog, and invoice customers, among other activities.

This is a collaborative role with the many internal and external partners including but not limited to manufacturing, shipping, accounts receivables, finance, logistics, sales, IT, service, and marketing.

Sound Interesting?

Here's what you'll do:


* Provide excellent cross collaborative communication and customer service to ZEISS Customers.

2-to-4-hour response is a key component.


* Must be able to work independently and with minimal supervision.


* Responsible for working within the management structure to receive the appropriate approvals and documentation before completing the transaction.


* Accurately process order from order receipt to invoice.

Provide order and shipment status to customers and regional contacts.

Work with appropriate management to prioritize orders and meet established deadlines.


* Create capital equipment quotations.


* Monitor orders and work cross departmentally with production control, shipping and logistics to acquire needed product information for shipment.


* Review scheduled ship dates to reflect changes in customers' delivery requirements.

Manage backlog and update or escalate accordingly.


* Analyze inventory and assign orders to building configurations from US inventory locations and complete configurations via order from factory.


* Create and maintain detailed records of communication/interactions and track customer activities using various business tools.


* Provide daily, weekly and monthly order status reports.

Adhere to month-end cut-off schedules.


* Process orders, returns, exchanges, cancellations, and price adjustments in accordance with the established work instructions (SOP's) procedures.


* Assist in the creation of forecasts for the sales force.


* Back up Sales Success Specialists as needed.


* Maintain currency of and adhere ...