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Processes incoming customer payments, reconciles accounts receivable and general ledger balances, manages collections, resolves account issues, issues refunds, handles credit holds and payment disputes, maintains customer and tax records, and prepares financial reports. The role also supports credit evaluations, electronic billing, order processing, and customer service while coordinating with sales and internal teams.

Manages customer accounts and supports sales by identifying technical solutions, preparing quotes, processing orders, coordinating with internal teams and manufacturers, and partnering with outside sales on account strategies. Requires knowledge of electronics production, testing, manufacturing processes, and customer needs. Maintains ERP records, pricing accuracy, product knowledge, and customer relationships while providing responsive service.

Manages sales support supervisors and customer service representatives, overseeing quotes, customer communications, ERP order placement, KPIs, SLAs, training, quality control, and performance coaching. Partners with sales and internal teams to improve processes, resolve customer issues, support product knowledge, develop account growth opportunities, and increase revenue across TestEquity product lines.

Manages sales support supervisors and customer service representatives while overseeing quoting, customer communications, ERP order placement, KPIs, SLAs, coaching, quality control, and revenue growth initiatives. Partners with sales, product, suppliers, and internal teams to improve processes, resolve customer issues, support product knowledge, and identify account growth opportunities.

Leads enterprise AI, advanced analytics, business intelligence, and data strategy. Manages multidisciplinary teams, defines analytics roadmaps, develops Power BI reporting and semantic models, integrates Microsoft Fabric and AI capabilities, and delivers predictive insights and automation. Oversees Agile project delivery, stakeholder engagement, model performance monitoring, and scalable analytics architecture across global business units.

Supports Small Business accounts throughout the sales lifecycle by providing quotes, product information, order assistance, and responsive customer service. Monitors quotes, orders, lead times, backorders, pricing, and account data using ERP and CRM systems. Resolves customer issues, maintains accurate account information, collaborates with sales, product teams, and vendors, and helps identify growth opportunities and improve retention.

Drives technical sales of Test & Measurement products by identifying customer requirements, developing solutions, demonstrating products, delivering presentations and training, and supporting Account Managers, partners, and customers. Builds customer relationships, manages leads and sales opportunities, provides product expertise, coordinates with suppliers and Product Management, conducts onsite customer visits, and communicates industry trends and strategic solutions. Requires technical knowledge, strong communication skills, CRM familiarity, and travel within the assigned territory.

Supports Sales and executive leadership through revenue analytics, Power BI reporting, forecasting, CRM administration, data governance, contract tracking, and sales process improvement. Develops dashboards, analyzes performance trends, supports CRM enhancements and integrations, improves data quality, documents KPIs, and assists with workflow automation, training, and change management. Partners cross-functionally with Sales, Marketing, Finance, Customer Service, Product, and IT.

Provides customer-facing support at designated sites by receiving, inspecting, stocking, and counting vendor-managed inventory. Maintains clean, safe, organized, and accurately labeled inventory areas; updates inventory software; resolves customer issues; communicates site needs to sales; meets team metrics; and completes administrative tasks. Requires travel between customer locations, reliable transportation, computer literacy, background clearance, and drug screening.

Provides customer-facing support for vendor-managed inventory at customer sites. Receives, inspects, and stocks replenishment shipments; performs inventory counts; maintains clean, safe, organized, accurately labeled inventory areas; updates inventory software; resolves customer issues; communicates site needs to sales; and completes administrative tasks and performance metrics.