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Branch Procurement Specialist

Primary Location Charlotte, North Carolina Job ID R106659 Apply

Job Summary

The Branch Procurement Specialist is responsible for the project planning and management for all equipment orders including collection of payment and installation from start to finish. This includes supporting and coordinating with the Sales and Service departments. We are looking for a team player who is dedicated to the equipment life-cycle.

Essential Functions

To perform this job successfully, an employee must be able to perform each essential function satisfactorily, with or without reasonable accommodation. To request a reasonable accommodation, notify Human Resources or the manager who oversees the position.

Project Management:

  • Manages equipment life-cycle: sales quotation, order, receiving, invoicing, returns, schedule job site evaluation, resource planning, staging, inspection and inventory management

  • Monitors Gross Margin for all equipment sales

  • Works closely with TechEdge Service Coordinator(s) for all resource and project planning

  • Coordinates the installation of equipment with the Service Department, Equipment Specialist, Territory Salesperson and the Customer

  • Verifies orders upon receipt from the manufacturer and stages equipment for delivery to customer for installation.  Equipment is tagged appropriately upon receipt at branch for inventory levels.

Procurement Administration:

  • Procurement of all equipment orders from internal/external customers, while maintaining an optimum inventory of items and determining an ideal source and timing for purchase

  • Manages invoices, prepares purchase orders, maintains equipment files, processes credits and returns, create finance documents and file UCC’s on some equipment

  • Warehouse management including preparing, counting, maintaining and reconciling inventory using necessary systems, tools and equipment

  • Accounts for returns as branch inventory or return to vendor

  • Works with outside lenders to confirm finance approvals and collection of payments

  • Works with vendors to research any price discrepancies from the cost on the purchase order to vendor invoice

Customer Service:

  • Demonstrates a commitment to Patterson’s values and professionalism through appropriate conduct at all times

  • Communicate professionally with customers and vendors; follow-up when required

Job Qualifications

Required Qualifications

  • Associate’s degree or above with general business or accounting concentration preferred, or at least 2 years of  equivalent experience

  • Proven soft skills – organization, attention to detail, analytics, problem solving, collaboration

  • Demonstrated success in prioritizing and time-management

  • Established decision-making abilities and sound judgement

  • Possesses strong interpersonal and communication skills, both written and verbal

  • Ability to positively contribute to the Branch team environment by taking initiative to learn and improve upon skillsets

  • Uses technology with efficiency

Preferred Qualifications

  • At least 1 year of previous experience in dental industry

  • Project management and/or accounting experience

  • Experience with technology including Microsoft 365 and SAP CRM and ECC platforms

  • Demonstrated passion for learning and embracing continuous improvement

Working Conditions

Physical Demands

  • Operating a computer or other office devices for the majority of the workday

  • May occasionally need to move packages up to 10 pounds such as office supplies or equipment

  • Must be able to communicate with others in person, over the phone, and in writing. 

  • Must be able to understand and effectively exchange accurate information with others such as coworkers, customers and vendors

  • Must be able to read and interpret various electronic and written documents.

Environmental Factors

This position is in an office environment in which team members occupy desks in assigned areas or at meeting/collaboration spaces within the building. The building’s primary work areas consist of desks, chairs, computers and other office equipment and devices for professional services.

Travel and On-Call

No travel required

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Getting Hired

We’re excited that you’re interested in joining Patterson Companies. We offer a wide range of opportunities, and the hiring process may vary based on position. Learn how to submit a job application, and the typical evaluation processes used at Patterson, click here(This link opens a PDF file).

Corporate Responsibility

At Patterson Companies, we measure success by the strength of our relationships with our clients, customers and employees. From working with our partners to bring innovation solutions and provide best-in-class experience to our customers, to supporting employee volunteerism large and small, we’re committed to building strong connections to support the communities we live and work in. Learn more about our corporate responsibility, click here.

Our Mission

Be a part of a great organization with a special mission: to be the market leading dental and animal health company supplying technology, marketing, support and logistics to maximize customer success. We connect expertise to inspired ideas, products and services and create a relevant, memorable difference in the lives of our clients, customers and employees. To learn more about our Mission and Values click here.