As part of the Tektronix Customer-First strategic pillar, the Order Management (OM) Team Lead role, as oftentimes the first contact a customer has with Tektronix, is critical. This role enables high customer retention and is a key influencer of purchasing decisions. 

As a OM Team Lead, you are responsible for ensuring highest quality customer interactions. You will serve as a liaison between departments and advocate customer needs and issues. You will help coordinate and support other order management team member’s activities. You will soon become an expert in all things Tektronix, while always ensuring compliance with Tektronix business practices. You will use active listening skills to determine the needs and interests of potential and existing customers, thus maximizing their delight with Tek and optimizing their revenue potential at the same time.

As the front-line of Tek, OM Team Leads satisfy customer needs that range from recommending the most appropriate product, helping with software installation, performing parts research, relaying (and expediting) order status, and working with logistics and manufacturing.

We are seeking an Order Management Team Lead to join our team in Beaverton, OR to support our Americas sales operations.

Essential Capabilities (knowledge, skills, abilities & personal attributes)

Experience in a customer success function, or as a Customer Service rep. The ideal candidate is fulfilled when their customer finds success using a service/product they’ve helped with. Demonstrated customer-first attitude. High motivation and desire for continuous improvement and learning required. Ability to partner with technical sales force to become their trusted partner. Capability to maintain and review visual management and key performance indicators to monitor team performance, using tools such as Microsoft Excel, PowerBI or Oracle Analytics Cloud Utilizes process mindset to review and optimize process and effectively manage changes Experience navigating in Oracle or other similar ERP systems to create quotes and enter orders, plus Dynamics or other similar CRM systems is desired. Exceptional verbal and written communication skills with the ability to effectively multi-task in a fast-paced environment. Outstanding organizational skills with attention to detail Flexibility within team environments 

Job Requirements

Coordinate work of direct order management team to delight customers Reviews daily management with order management team to ensure orders are managed from booking, holds management, and through shipment Drives OM process & policy improvement through project work & partnership with stakeholders Sustain policy and process through standard work creation and maintenance Participates in technology testing & deployment Serve as a subject matter expert for deployment of new OM capabilities Supports direct customer contractual reporting obligations Performs analysis to drive insights and process improvement Onboards and trains new team members Supports team during peak periods by: Responding to internal and external customer inquiries Quickly and accurately creating quotes and booking orders Proactively tracking order status and notifying the customer of delays Completing export compliance screening as needed Identifying &creating leads from customer interactions Collaborates with field sales, credit, logistics, and supply chain to solve problems on orders and improve processes to deliver a great customer experience

Work Experience

3-5 years working in customer success, customer service, technical support, or inside sales Experience with Oracle preferred Experience with MS Dynamics 365 preferred

Education

Bachelor’s degree in business administration preferred A high school diploma or equivalent with appropriate experience will be considered 

Additional Details

All employment offers are contingent upon successful completion of our pre-employment drug screening and background/criminal check. Tektronix is an equal opportunity employer. Tektronix does not discriminate based on race, color, religion, sex, sexual orientation, national origin, age, physical or mental disability (if the individual can perform the essential functions of the position with reasonable accommodation), pregnancy, childbirth, or related medical condition, veteran's status or any other status protected by applicable federal, state, or local law.  Candidates with less education/experience may be considered for other opportunities.

 

Fortive Corporation Overview

Fortive’s essential technology makes the world stronger, safer, and smarter. We accelerate transformation across a broad range of applications including environmental, health and safety compliance, industrial condition monitoring, next-generation product design, and healthcare safety solutions.

We are a global industrial technology innovator with a startup spirit. Our forward-looking companies lead the way in software-powered workflow solutions, data-driven intelligence, AI-powered automation, and other disruptive technologies. We’re a force for progress, working alongside our customers and partners to solve challenges on a global scale, from workplace safety in the most demanding conditions to groundbreaking sustainability solutions.

We are a diverse team 18,000 strong, united by a dynamic, inclusive culture and energized by limitless learning and growth. We use the proven Fortive Business System (FBS) to accelerate our positive impact.

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