Transcat Hiring for Order Processing Associate (USA) – [MKTB] at Rochester, NY Full Time

Who we are—

Transcat is a dynamic, innovative, growing company that has been recognized as the leading calibration and compliance services provider in North America and beyond.  With over 1,000 employees—in technical, consulting, operational, sales, finance, and corporate roles—we have stood the test of time by delivering on our Trust in Every Measure promise to our customers in vital industries, including life sciences, aerospace, defense, energy, and utilities.  We fulfill this promise through our employees, who live Our Values every day, the Transcat Way.  Our employees are at the center of the rewarding, challenging, and life-changing work we do for our customers and those they serve.  Are you ready to join a company where the work you do makes a difference, and where you can grow in your career? 

Here’s what Transcat has to offer—

• Work that matters
• A values-based culture where people care about each other and the work they do together
• Flexibility
• Training and development to accelerate learning and career advancement

Competitive compensation and benefits, including paid time off, health insurance, tuition reimbursement, retirement, stock purchase plan, and MORE!

To manage and process daily sales, rental and repair/calibration orders, along with RSO’s (RMA) and incoming orders and to keep two operating systems in sync.

• Sale/Rental Order Processing
  • Create rental/sales orders for inside/outside sales representatives from their quotes
  • Review customer PO’s/CC authorization for accuracy and ensure all terms and conditions comply with Transcat’s / Axiom’s policies
  • Process credit card authorizations prior to shipments, when required
  • Review rental / sales / repair quotes and compare to PO for accuracy
  • Ensure credit is approved and validated prior to shipment
  • Process all CC orders prior to shipment
  • Ensure unique requests are completed (calibration, pro-forma invoices, etc.)
  • Issue and manage sale Return Orders
  • Tie paperwork together at day’s end and ensure accuracy
  • Enter data in both NAV and A+ and ensure accuracy on both ends
• Manage purchasing of calibrations
• Assist with Chair daily sales & rental orders meeting
  • Ensure each order has an action item, and is assigned to correct team member(s)
  • Follow up to ensure completion of all action items is completed
• Maintain a high level of quality in all work performed with 0% defect being the goal
• Model the Company’s values to influence others to perform in an aligned manner
• Other duties as assigned

Required Knowledge, Skills, and Abilities

• Detailed understanding of the MS NAV database and Infor’s A+ ERP (will be trained)
• Extreme attention to detail
• Computer literate and proficient with: MS NAV, email, MS Excel, Word, Microsoft Teams, WWW
• Ability to not only follow procedures, but think outside the box and come up with better, more efficient methods of achieving work goals
• Self-starter / entrepreneurial attitude and work ethic
• Excellent communication skills (written and verbal) in English

Education and Experience

• Bachelor’s degree in related field preferred.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Sit for extended periods of time and maintain concentration for prolonged periods of work.
• Use a computer for extended periods to type, operate a mouse, and perform other tasks.
• Communicate effectively, both verbally and in writing, with colleagues, clients, and vendors.
• Stand, walk, and move around the office as necessary to meet job requirements and attend meetings.
• Lift and move objects or equipment weighing up to 25 pounds on an occasional basis.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  The noise level in the work environment is usually moderate.

Equal Opportunity and Non-Discrimination

Transcat is an equal-opportunity employer and prohibits discrimination on the basis of any protected status.  All qualified applicants will receive consideration for employment without regard to age, color, creed, disability, domestic violence victim status, gender identity, genetic predisposition or carrier status, marital status, national origin, pregnancy, race, religion, sex, sexual orientation, status as a protected veteran or as a member of any other protected group or activity.

We will make reasonable accommodations for personnel with disabilities to enable them to perform the essential functions of this position unless to do so poses an undue hardship on the company or a direct threat to health and safety.