Order Management Specialist, Project Business - Rocklin, CA

Why Work at SMA America

At SMA America, we believe in Energy that Changes. Since 1981, we’ve been developing innovative solar technology that simplifies, secures, and enhances the performance of photovoltaic systems — all while pushing the boundaries of what’s possible in clean energy.

But we’re not just transforming power — we’re empowering people.

We’ve built a culture where bold ideas are welcomed, collaboration is second nature, and your career growth truly matters. With our Rocklin, CA headquarters as the hub, we offer a hybrid work model, competitive benefits, and a team-driven environment where your impact is seen and felt.

Whether you’re a sales expert, service pro, or engineering innovator, if you’re ready to join a purpose-driven team committed to shaping the future of energy — we’d love to meet you.

Purpose of the position

The Order Management Specialist, Project Business is responsible for order fulfillment for EPC Large Scale project accounts in North Central America.  The Order Management Specialist – Project Business is the subject matter expert for the order management team on processes and issues. This role is responsible for preparing weekly reports for sales, supply chain and order management and management routinely preparing process documentation and identifying quality improvements while recommending optimized solutions.   

Primary duties / essential responsibilities

• Advanced knowledge and broad understanding of end-to-end order process steps.
• Identifies and resolves problems timely and ensures accurate billing and transactions.
• Collaborates cross-functionally while continuously driving improvements on related processes, work instructions, and procedures. Representation of expertise in task force teams.
• Researches and applies data from SAP functions to resolve complex order tasks.  
• Communicates order status to partners; import reports in Excel spreadsheets to query open orders, ensure order cycle timelines are met and prepare performance metrics for management.
• Trains and mentors new team members.
• Creates freight quotes through TMS Freight portal
• Conducts weekly Open Order Meetings for project business with Purchasing, Transportation and Project Management.
• Reviews and manages open order report.
• Updates orders and reports any new expected delivery dates for accurate revenue forecast.  
• Responsible for closing out Sales Force Opportunities for Sales, creating ship to accounts, and data entry.
• Process Sales RMA returns and manages credit note requests for completion.
• Prepares delivery notes and mange communication with Accounts Receivables for transition into the 3PL Footprint system.
• Analyzes and assess inbound material, on hand material availability and order allocation.
• Subject Matter Expert for testing in the test system for new implementations.
• Collects, identifies, and manages resellers certificates for tax exemption.
• Other duties as may be required or assigned.

Required training (type / duration / field / additional training)

• High school diploma or equivalent education is required.
• Associate degree in business or logistics is strongly preferred.
• Required relevant professional experience (type / duration)
• At least 5 years of experience of relevant work experience.
• Other specialized skills
• Knowledge of SAP/ Salesforce.
• Order Management and customer service experience.
• Strong problem solving in resolving complex duties and tasks.
• Knowledge of logistics and freight forwarders (FedEx, TMS etc.)  recommended
• Proficiency in the English language, both written and verbal, is required. German and/or Spanish language skills are a plus.
• Proficiency with Microsoft Office Suite (Word, PowerPoint, and Excel) is strongly preferred.
• Attention to detail and a high level of accuracy are required.
• Ability to analyze and solve problems effectively.

WE OFFER  

• Pay Range: $2.40 - $33, annually, dependent upon experience  
• Comprehensive benefits including health, dental and vision coverage (including $0 premium options)
• Dedicated Hybrid Schedule: In-Office Tuesday and Thursdays; remote on Monday, Wednesday, and Fridays
• 401(k) plan with company match
• Opportunities for professional development and training  
• Inclusive, collaborative, and innovative work environment   

Our EEO Policy 

We are an equal opportunity employer and we make our employment decisions on the basis of merit and without regard to one’s race, color, creed, sex (includes gender, pregnancy, childbirth and related medical conditions), gender identity, religion, marital status, age (over 40), national origin or ancestry, physical or mental disability (includes HIV/Aids), medical condition (cancer, genetic characteristics), veteran’s status, sexual orientation, or any other consideration made unlawful by law.

In accordance with applicable law protecting qualified individuals with known disabilities, SMA will attempt to reasonably accommodate qualified applicants with known disabilities, unless doing so would create an undue hardship on SMA. Any qualified applicant with a disability who believes he or she requires an accommodation in order to perform the essential functions of the job for which he or she is applying should identify the accommodation(s) needed in the application.

Our Privacy Policy

During your job application or recruitment process with us: (a) SMA may collect your personal information directly from you, such as when you submit your application and resume on our online portal or when you have job interviews with us. We may also obtain your personal information from third parties, including but not limited to your former employers, background or employment check service providers or third-party recruiters; and, (b) SMA may use or process applicants' personal information for relevant purposes including but not limited to general communications with you, identity verification, background or employment checks, determination of eligibility, and making hiring decisions. For successful job applicants who become SMA’s staff, we may retain and integrate your personal information collected during the recruitment process into your records at SMA. For unsuccessful job applicants, [SMA may retain your application for internal records or for future recruitment purposes].

If you are a California resident, you have specific rights regarding your personal information under the California Consumer Privacy Act of 2018, as amended including by the California Privacy Rights Act of 2020, and its implementing regulations (the “CCPA”). This Company Personnel and Covered Individuals Privacy Notice for California Residents issued by SMA is applicable to you and explains your CCPA rights and our collection, use or disclosure of your personal information.

If you have any question regarding our privacy policy, please contact us at US_DataPrivacy@sma-america.com