Sales Success Specialist
Listed on 2026-10-16
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Sales
Customer Success Management, Sales Representative, Business Development, Sales Development Rep/SDR -
Business
Customer Success Management, Business Development
Sales Success Specialist
Location: Dublin, CA
Remote Type: Hybrid
Time Type: Full time
Job DescriptionAbout Us:
How many companies can say they have been in business for over 178 years?!
Here at ZEISS, we certainly can! As the pioneers of science, ZEISS handles the ever-changing environments in a fast-paced world, meeting it with cutting edge technologies and continuous advancements. ZEISS believes that innovation and technology are the key to a sustainable future and solutions for global change. We have a diverse range of portfolios throughout the ZEISS family in segments like Industrial Quality & Research, Medical Technology, Consumer Markets and Semiconductor Manufacturing Technology.
We are a global company with over 42,000 employees and have over 4,000 in the US and Canada alone! Make a difference, come join the team!
Location: Dublin, CA
What’s the role?The Sales Success Specialist is the primary contact for all customer and sales communications within a sales region. You will work with an experienced team that plays a vital role in Customer Care. This individual will manage quotes, enter sales orders into our ERP order management system, monitor backlog, and invoice customers, among other activities. This is a collaborative role with the many internal and external partners including but not limited to manufacturing, shipping, accounts receivables, finance, logistics, sales, IT, service, and marketing.
SoundInteresting? Here’s what you’ll do:
- Provide excellent cross collaborative communication and customer service to ZEISS Customers. 2-to-4-hour response is a key component.
- Must be able to work independently and with minimal supervision.
- Responsible for working within the management structure to receive the appropriate approvals and documentation before completing the transaction.
- Accurately process order from order receipt to invoice. Provide order and shipment status to customers and regional contacts. Work with appropriate management to prioritize orders and meet established deadlines.
- Create capital equipment quotations.
- Monitor orders and work cross departmentally with production control, shipping and logistics to acquire needed product information for shipment.
- Review scheduled ship dates to reflect changes in customers’ delivery requirements. Manage backlog and update or elevate accordingly.
- Analyze inventory and assign orders to building configurations from US inventory locations and complete configurations via order from factory.
- Create and maintain detailed records of communication/interactions and track customer activities using various business tools.
- Provide daily, weekly and monthly order status reports. Adhere to month-end cut-off schedules.
- Process orders, returns, exchanges, cancellations, and price adjustments in accordance with the established work instructions (SOP’s) procedures.
- Assist in the creation of forecasts for the sales force.
- Back up Sales Success Specialists as needed.
- Maintain currency of and adhere to applicable GMP and ISO 9001 processes and procedures.
- College degree or equivalent preferred.
- Requires 3 or more years of related experience in Order Administration, sales support and customer support roles. International order experience is highly desirable.
- Understanding complex configurations with the ability to build and assign existing inventories to an order.
- Demonstrated cross collaborative communication skills.
- Customer service skills that will support successful response to common inquiries or complaints from customers.
- Ability to respond to regulatory inquiries.
- Excellent written and verbal communication skills are necessary.
- Self-motivated, ability to work with minimal supervision.
- Must work well in a team environment.
- Proficiency with Microsoft…
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