Demo

Opportunity to Order Process Specialist

Vertiv
Westerville, OH Full Time
POSTED ON 1/7/2026
AVAILABLE BEFORE 2/5/2026
Position Summary

JOB DESCRIPTION

  • The Opportunity to Order (O2O) Process Specialist is responsible for documenting, improving, and reporting on the North American Vertiv O2O sales operations process. This role will understand Vertiv North America’s end-to-end sales process from Opportunity creation to Order capture to accomplish the following:
    • Identify, calculate and report on key metrics of Vertiv performance throughout the entire process of Opportunity to Order
    • Identify, design and implement changes to improve order capture data quality
    • Identify and mitigate capacity and speed constraints caused by either systems or process
Responsibilities

  • Create or monitor appropriate metrics for Vertiv O2O performance and align with global metrics.
  • Identify O2O operations quality drivers and focus for improvement.
  • O2O operations process throughput bottleneck identification and improvement.
  • O2O cycle times measurement and assist teams to meet and exceed stated Service Level Agreement metrics.
  • Identify proposal and general selling process changes appropriate to improve Customer P.O. documentation for completeness and clarity.
  • Sales Policy documentation and adherence.
  • Other duties as assigned.

Qualifications

The successful candidate will possess significant relevant sales operation design and enhancement experience, excellent leadership and facilitation capabilities, customer centricity, problem solving skills, data analysis skills, and experience in the implementation of change initiatives, workflow simplification, process improvement and project management.

  • Bachelor’s Degree (Business or Engineering) required.
  • A minimum of 4 years of experience in Sales Operations, Process Improvement, Project Management, or Sales roles.
  • Significant experience with multiple CRM, CPQ and ERP systems (preferred).
  • Ability to interact with all levels within the organization to drive continuous improvement in Vertiv's sales and order. management processes.
  • Strong written and oral communication / presentations skills.
  • Work well in a team environment, with sound negotiation and issue resolution skills.
  • Ability to identify root cause issues and creatively solve challenges.
  • MBA and PMO certification preferred.

PHYSICAL & ENVIRONMENTAL DEMANDS

  • No special physical requirements.

Time Travel Required

  • 10%.

The successful candidate will embrace Vertiv’s Core Principals & Behaviors to help execute our Strategic Priorities.

OUR CORE PRINCIPALS: Safety. Integrity. Respect. Teamwork. Diversity & Inclusion.

OUR STRATEGIC PRIORITIES

  • Customer Focus
  • Operational Excellence
  • High-Performance Culture
  • Innovation
  • Financial Strength

OUR BEHAVIORS

  • Own It
  • Act With Urgency
  • Foster a Customer-First Mindset
  • Think Big and Execute
  • Lead by Example
  • Drive Continuous Improvement
  • Learn and Seek Out Development

At Vertiv, we offer the stability of a global leader in a growing industry and the opportunity of a startup. We design, manufacture and service the mission-critical infrastructure technologies for vital applications in data centers, communication networks and commercial and industrial environments. With $5 billion in sales, a strong customer base and global reach in nearly 70 countries, our move to establish a standalone business enables us to deliver greater value to our customers and create new opportunities for our people.

Vertiv is an Equal Opportunity/Affirmative Action employer. We promote equal opportunities for all with respect to hiring, terms of employment, mobility, training, compensation, and occupational health, without discrimination as to age, race, color, religion, creed, sex, pregnancy status (including childbirth, breastfeeding, or related medical conditions), marital status, sexual orientation, gender identity / expression (including transgender status or sexual stereotypes), genetic information, citizenship status, national origin, protected veteran status, political affiliation, or disability. If you have a disability and are having difficulty accessing or using this website to apply for a position, you can request help by sending an email to help.join@vertivco.com . If you are interested in applying or learning more about this role, please visit the company’s career page located on Vertiv.com/Careers.

Work Authorization

No calls or agencies please. Vertiv will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas such as E, F-1, H-1, H-2, L, B, J, or TN or who need sponsorship for work authorization now or in the future, are not eligible for hire.

About The Team

Work Authorization

No calls or agencies please. Vertiv will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas such as E, F-1, H-1, H-2, L, B, J, or TN or who need sponsorship for work authorization now or in the future, are not eligible for hire.

Equal Opportunity Employer

We promote equal opportunities for all with respect to hiring, terms of employment, mobility, training, compensation, and occupational health, without discrimination as to age, race, color, religion, creed, sex, pregnancy status (including childbirth, breastfeeding, or related medical conditions), marital status, sexual orientation, gender identity / expression (including transgender status or sexual stereotypes), genetic information, citizenship status, national origin, protected veteran status, political affiliation, or disability.

Salary.com Estimation for Opportunity to Order Process Specialist in Westerville, OH
$80,917 to $106,544
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