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Order Management Team Lead
- Ralliant (Beaverton, OR)
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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 an 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 (hybrid in office 3 days) 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.
Ralliant Corporation Overview
Ralliant, originally part of Fortive, now stands as a bold, independent public company driving innovation at the forefront of precision technology. With a global footprint and a legacy of excellence, we empower engineers to bring next-generation breakthroughs to life — faster, smarter, and more reliably. Our high-performance instruments, sensors, and subsystems fuel mission-critical advancements across industries, enabling real-world impact where it matters most. At Ralliant we’re building the future, together with those driven to push boundaries, solve complex problems, and leave a lasting mark on the world.
We Are an Equal Opportunity Employer
Ralliant Corporation and all Ralliant Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Ralliant and all Ralliant Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at [email protected].
About Tektronix
Tektronix, a wholly owned subsidiary of Ralliant Corporation, is a place where people are challenged to explore the boundaries of what’s possible, bringing the digital future one step closer every day. Through precision-engineered measurement solutions, we work with our customers to eliminate the barriers between inspiration and realization of world-changing technologies. We believe that cultivating a deeper sense of loyalty and belonging is key to how we attract and retain our best people. This reality inspires our Inclusion & Diversity vision, We Are More Together, and guides our approach as we all work toward creating great places where our teams work and thrive. Realize your true potential at Tektronix – join us in revolutionizing a better tomorrow!
We Are an Equal Opportunity Employer. Ralliant Corporation and all Ralliant Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Ralliant and all Ralliant Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at [email protected].
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