Order Mgmt. Specialist, Project Business

We are seeking an Order Management Specialist, Project Business to support end-to-end order fulfillment for EPC Large Scale project accounts across North Central America. This role serves as the subject matter expert for the order management team on processes and issues, driving cross-functional collaboration, reporting accuracy, and continuous improvement. The Order Management Specialist, Project Business plays a critical role in ensuring order cycle integrity, billing accuracy, and customer satisfaction across SMA America's project business operations.

This role is hybrid and based out of our Rocklin, CA office.

Order Fulfillment and Account Management

• →Manage end-to-end order processes for EPC Large Scale project accounts with advanced knowledge of all order process steps
• →Identify and resolve order-related problems in a timely manner while ensuring accurate billing and transactions
• →Analyze and assess inbound material, on-hand material availability, and order allocation
• →Process Sales RMA returns and manage credit note requests through to completion
• →Collect, identify, and manage reseller certificates for tax exemption
• →Close out Salesforce opportunities for Sales, create ship-to accounts, and perform data entry

• Conduct weekly Open Order Meetings for project business with Purchasing, Transportation, and Project Management
• Review and manage the open order report and update expected delivery dates for accurate revenue forecasting
• Import and query open order reports in Excel and prepare performance metrics for management
• Communicate order status to partners and ensure order cycle timelines are met
• Prepare delivery notes and manage communication with Accounts Receivable for transition into the 3PL Footprint system
• Create freight quotes through the TMS Freight portal

• Collaborate cross-functionally to drive continuous improvements on related processes, work instructions, and procedures
• Serve as subject matter expert in task force teams and represent the order management function
• Research and apply data from SAP functions to resolve complex order tasks
• Serve as the subject matter expert for system testing in test environments for new implementations
• Train and mentor new team members
• Other duties as assigned

• High school diploma or equivalent required; Associate degree in Business or Logistics strongly preferred
• Minimum 5 years of relevant work experience in order management or customer service
• Knowledge of SAP and Salesforce
• Strong problem-solving skills with the ability to resolve complex duties and tasks
• Knowledge of logistics and freight forwarders including FedEx and TMS
• Proficiency in Microsoft Office Suite including Word, PowerPoint, and ExcelStrong written and verbal communication skills in English
• High attention to detail and a commitment to accuracy

• Experience in a solar, energy, or supply chain environment
• Business administration, finance, or supply chain background
• German and/or Spanish language proficiency is a plus

We are an equal opportunity employer and we make our employment decisions on the basis of merit and without regard to one’s race, color, creed, sex (includes gender, pregnancy, childbirth and related medical conditions), gender identity, religion, marital status, age (over 40), national origin or ancestry, physical or mental disability (includes HIV/Aids), medical condition (cancer, genetic characteristics), veteran’s status, sexual orientation, or any other consideration made unlawful by law.

In accordance with applicable law protecting qualified individuals with known disabilities, SMA will attempt to reasonably accommodate qualified applicants with known disabilities, unless doing so would create an undue hardship on SMA. Any qualified applicant with a disability who believes he or she requires an accommodation in order to perform the essential functions of the job for which he or she is applying should identify the accommodation(s) needed in the application.

During your job application or recruitment process with us: (a) SMA may collect your personal information directly from you, such as when you submit your application and resume on our online portal or when you have job interviews with us. We may also obtain your personal information from third parties, including but not limited to your former employers, background or employment check service providers or third-party recruiters; and, (b) SMA may use or process applicants' personal information for relevant purposes including but not limited to general communications with you, identity verification, background or employment checks, determination of eligibility, and making hiring decisions. For successful job applicants who become SMA’s staff, we may retain and integrate your personal information collected during the recruitment process into your records at SMA. For unsuccessful job applicants, [SMA may retain your application for internal records or for future recruitment purposes].

If you are a California resident, you have specific rights regarding your personal information under the California Consumer Privacy Act of 2018, as amended including by the California Privacy Rights Act of 2020, and its implementing regulations (the “CCPA”). This Company Personnel and Covered Individuals Privacy Notice for California Residents issued by SMA is applicable to you and explains your CCPA rights and our collection, use or disclosure of your personal information.

If you have any question regarding our privacy policy, please contact us at US_DataPrivacy@sma-america.com