Tech Data - Americas

  • Financial Operations Specialist I

    Location US-OH-Groveport (Columbus)
    Req Number
    Weekly Work Hours
    Travel Required
    Relocation Assistance Available
    Working Time
  • Overview

    Are you looking for a Customer Service role in a fast-paced, ever changing environment?  Are you interested in a position where you will continuously develop your skills and not just read off of a script?


    If so, then you might be a great addition to our team!


    In this role, you will:

    • Act as a primary customer, supplier and internal interface for all aspects of Customer Purchase Order processing.
      • This includes validation of Purchase Order requirements, order processing, management and prioritization through invoice, delivery, post-delivery problem resolution and reporting and internal/external audit control. 


    Job Details:

    • Acquiring basic knowledge of job content, practices and procedures. 
    • Still learning skills necessary to fully perform job.
    • Performs functions that are routine in nature with minimal complexity or variation.
    • Works is performed under supervision and receives detailed instructions to perform tasks.
    • Follows priorities provided to them for performing work.
    • Interacts mostly with immediate peers within assigned work group.
    • Limited interaction and information exchange with other work groups may be required to perform role.
    • Based on nature of the role, may field requests from others in the organization.
    • Impact of decisions is typically contained within assigned work.

    Essential Duties & Responsibilities Required

    Principal Responsibilities:

    • Manages and executes the order operations processes to ensure customer service levels are met for orders
    • Scheduling communication to invoice execution to delivery and post-delivery activities
    • Reviews customer purchase orders, enters orders in Tech Data and supplier systems and manages backlog to meet customer and supplier expectations for on-time shipment while maintaining established quality levels throughout the process
    • Makes adjustments in purchasing, backlog management, integration, engineering and shipping/traffic, as appropriate Coordinates with internal and external resources to meet agreed-to expectations of the customer, supplier and Tech Data, including quality metrics, speed/volume metrics and coverage hours
    • Identifies and communicates options available for issue resolution, as needed.
    • Generates and submits customer and supplier specific reporting.
    • Streamlines customer to supplier engagement via utilization of SKU swap/supplier tools/other mechanisms to simplify on customer side and still meet supplier requirements.


    Manages backlog including but not limited to:

    • Monitoring the progress of orders, investigating and making decisions within established process for resolution of issues (e.g., shipping, Return Merchandise Authorization (RMA), damage, lost goods insurance, order tracking and request revision) and escalating decisions regarding exceptions and critical situations
    • Conducts regular margin reviews at time of booking and post processing reporting, with appropriate research being undertaken for issues.
    • Ensures margin integrity by following exception processes for sales management approvals where necessary.
    • Has accountability for the order through the invoicing process and delivery process and for assisting in research and resolution of order, GP, integration/scheduling, shipping/delivery, invoicing and reporting issues as appropriate
    • Coordinates Customer-Owned Inventory (COI) Purchase Orders (POs), ensuring the accuracy of COI when generating monthly or weekly COI inventory reports, if applicable Ensures appropriate information is updated and maintained for the customer

    Qualifications, Required Knowledge Skills & Abilities and Working Conditions

    Work Experience: 6+ months in a customer service oriented position. 


    Education and Certification(s): High School Diploma or equivalent required. 


    Distinguishing Characteristic(s):

    This is an entry level role, very structured with significant oversight.

    May be responsible for limited, non-risk end to end processes OR partial tasks within an end to end process.

    Can be customer and supplier facing but within limited areas.

    About Us

    Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
    Share on your newsfeed