Sales & Service Ops Specialist, MED
ZEISS Group

Sales Operation
Ensure data entry accuracy while performing sales order processing in CRM.
Preparation of sales contract documents.
Maintain shared folder to record all sales related documents.
Coordinate with logistics on deliveries to ensure delivery deadlines can be met.
Coordinate task with sales team to ensure smooth operations for pre-installation (shipment arrival, documents preparation, functional check).
Support commercial team on end-to-end execution of marketing event and activities, not restricted to budgeting, activities planning, equipment planning, venue and etc.
Manage and control marketing budget utilization and systematically track and record expenses.
Drive Lead generating initiatives during events and tradeshows and event, ensure leads are captured for all major events and are followed up timely.
Gatekeeper for ZEISS brand in Philippines, ensuring all artwork and materials are according to the brand guidelines and corporate process.
Ensure all activities, sponsorships and engagement are according to ZEISS compliance guidelines.
KOL FMV administrator to ensure all KOL are paid according to Fair Market Value.
Ensure all activities follows the marketing events SOP and compliance guideline closely
Handle incoming customer enquires via service hotline and dispatching jobs to Service Engineers.
Daily service order processing in CRM, Mobile X, ensure data entry accuracy.
Ensure preventive maintenance order list is well prepared weekly.
Ensure service quotations, contracts are well managed.
Maintain new installation ibase in system.
Maintain NPS survey sending in/out on time.
Maintain Utilization monthly report for Service Engineers
Coordinate with Service Engineers and other business support function for post installation operation (ibase entry and invoicing).
Conduct CRM and CPQ training/refresher course to the Sales Team when necessary.
Conduct CRM and Mobile X training/refresher course to the Service Engineers when necessary.
Keep updated on the new features of CRM.
Act as the 1st level key user for CRM and adapt the new features to daily task.
Ensure all local demo loan are updated in system.
Ensure all spare part inventory are well tracked and tools inventory are calibrated on time.
Work with Sales and Service team for tender submission.
Work with logistics team to purchase new tools, calibration tools and loan process.
Work with quality control, sales, service team to assist recall project for product and spare parts.
Work with logistics on return of defective goods or exchange.
Work with finance team in write-off process.
Education / Professional Certification
- Degree in Business Administration, Marketing, Supply Chain or any related fields
- 5 years working experience with minimum 2 years’ experience in handling Administration, Order Processing and Customer Service
- Basic knowledge of logistics
- Excellent interpersonal and communication skills
- Pleasant personality and proactive mindset
- Good team player and able to multitask under tight timelines
- Proficiency in Microsoft Office (Word, Excel, Powerpoint)
- Good command of spoken & written English
- Good time management to handle tight deadline
- Able to identify issues and work with stakeholders to resolve
- Able to manage the demo and inventory
- Good housekeeping of documents in share folder
- Able to provide good knowledge/guidance of the workflow for order processing
Chloe Tan
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