The Commercial Operations Specialist plays a key role in supporting the end-to-end commercial process
across multiple regions, ensuring smooth execution of operational tasks related to order management,
customer setup, financial transactions, and cross-functional coordination. This position serves as a vital
link between sales, finance, customer service, and supply chain teams, helping to resolve issues,
streamline workflows, and support ongoing business initiatives.The ideal candidate will be detail-oriented, highly organized, and comfortable navigating ERP and CRM
systems (such as SAP/ Salesforce) and cross-functional communication. Responsibilities include:
managing customer account setup, supporting commission and distribution payments, resolving billing
and shipping issues, overseeing credit reviews, and responding to both internal and external inquiries.
The role also involves maintaining compliance with internal standards and external regulations, assisting
with special projects, and contributing to process improvements across regions.
This position requires strong problem-solving skills, a customer-first mindset, and the ability to adapt in a
fast-paced, collaborative environment.
Key Characteristics:Strong interpersonal skills with the ability to collaborate effectively across multifunctional teams and departmentsExcellent communication skills, demonstrating professionalism and tact when interacting with customers and stakeholders at all levelsExceptional organizational and time management skills, with a proven ability to prioritize tasks, manage multiple projects simultaneously, and consistently meet deadlinesAdaptable and resilient, with the capacity to thrive in a dynamic, fast-paced environmentDetail-oriented with a strong analytical mindset and problem-solving abilitiesCustomer-centric approach, balancing business needs with maintaining positive client relationshipsSelf-motivated with a proactive attitude and the ability to work independently as well as part of a team
Duties & Responsibilities:
Commission and Financial ProcessesSupport partner commission and distribution profit paymentsAssist with banking account setupsManage credit hold reviews and past due account processesConduct new customer credit evaluations
Order and Billing ManagementResolve SAP billing discrepancies and ensure accurate invoice processingReview and process demo supply and standard instrument ordersHandle order confirmations and coordinate demo project fulfillmentManage credits, rebills, and shipping-related issuesCustomer and Account SetupCreate and maintain customer accounts in SAPOversee Know Your Customer (KYC) workflow processes and ensure complianceReview and correct duplicate customer accounts, incorrect payment terms, and address inaccuraciesProcess tax exemption documentation and FONDO certificates for Puerto RicoMaintain up-to-date insurance certificates and supplier certificationsInquiry and Issue ResolutionMonitor and respond to inquiries from shared email boxesProvide support to sales and customer service teams on operational and customer-related questionsCollaborate with internal stakeholders to resolve account, order, and billing issues efficientlyCross-Functional Coordination and SupportAssist with cross-functional projects and special initiatives, such as Brilliant Fulfillment and customer data projectsSupport sales partner forecasting and reporting efforts
