SanMar

Project Manager

• Manage assigned Credit projects from initiation through implementation
• Ensure scope, milestones, timelines, deliverables, quality, and dependencies remain on track
• Develop and maintain project plans, schedules, status updates, action item trackers, decision logs, and other documentation
• Schedule and facilitate project meetings, document decisions, assign follow-up actions, and monitor completion
• Partner with Credit leadership, Credit team members, Training, E3PO, and other business partners to coordinate project execution
• Monitor and coordinate resolution of project risks, issues, dependencies, and obstacles
• Prepare and deliver project status reports, dashboards, and communications
• Coordinate implementation activities, including requirements coordination, testing, business readiness, training preparation, process documentation, launch support, and post-launch follow-up
• Lead process documentation efforts across Credit
• Coordinate change management activities, including stakeholder communication, readiness tracking, training coordination, and adoption follow-up
• Define and document current-state and future-state workflows
• Track technology implementations, automation, reporting enhancements, business process improvements, and other cross-functional Credit projects
• Serve as a key project contact and department liaison
• Perform other duties as assigned
• Comply with all policies and standards

Project Manager, Credit

Analyst

• Review credit applications, pull credit reports, request trade references, financial statements, and other information to make credit decisions within assigned guidelines
• Review existing customer credit files, evaluate financial statements, account history, competitor analysis, personal guaranties, and letters of credit
• Communicate with customers to learn about their business, request information, negotiate, and provide options
• Communicate credit review results and guidance to internal teams
• Review custom orders, determine deposits and terms, and maintain custom order records
• Monitor and report on specific customers and customer segments
• Maintain customer account information in SanMar databases
• Perform other assigned duties
• Comply with all policies and standards

Credit Analyst

Production Coordinator

• Enter purchase orders correctly into the D365 PO ERP system
• Submit purchase orders to vendors through the Next platform or email
• Maintain accurate data in order-tracking tools
• Review vendor-submitted tasks through Nexus and accept or reject them with communication
• Perform manual purchase-order adjustments in D365
• Export purchase-order copies and reports from ERP and Nexus systems for Planners and Vendors
• Communicate with SanMar Regional offices regarding purchase-order confirmations, updates, and issues
• Assist Production Planners with Air Requests to vendors to fill inventory gaps
• Research information across systems to answer Sales team I Forms regarding ETA information
• Track inbound shipments and adjust purchase orders for discrepancies
• Keep multiple systems synchronized and accurate throughout the day
• Work cross-functionally with Planners, Product Development, PD Ops, Regional Offices, Logistics, and Distribution
• Perform other assigned duties
• Comply with all policies and standards

Production Planning Coordinator

• Review credit applications and pull credit reports
• Request trade references, financial statements, and other information needed for credit decisions
• Review existing customer credit files and evaluate financial statements, account history, competitor analysis, personal guarantees, and letters of credit
• Communicate with customers to understand their businesses, request information, negotiate, and provide options
• Communicate credit-review results and guidance to internal teams
• Review custom orders, determine deposits and terms, and maintain custom-order records
• Monitor and report on specific customers and customer segments
• Maintain customer account information in SanMar databases
• Perform other assigned duties
• Comply with all policies and standards

Compliance

• Ensure SanMar customers comply with each state’s resale requirements
• Process resale certificate renewals according to state schedules
• Maintain working knowledge of various forms and state requirements
• Monitor incoming faxes and emails for the Resale Team and route them as needed
• Complete customer information updates within 24 hours, including address, name, and ownership changes
• Assist with resale issues and renewals by working with customers, Inside Sales, and Credit departments
• Request resale forms when required
• Meet monthly state resale renewal project deadlines
• Maintain and accurately update SanMar’s customer software and information systems
• Perform other assigned duties
• Comply with all policies and standards

Resale Compliance Representative

• Provide excellent customer service while ensuring customer accounts comply with states' resale certificate regulations
• Assist customers in renewing resale certificates on file with SanMar
• Assist customers with completing state forms, answer questions, and provide resource tools
• Ensure compliance with each state's requirements and process resale renewals according to state schedules
• Maintain working knowledge of various forms and state requirements
• Monitor incoming faxes and emails directed to the Resale Team and route them as appropriate
• Complete customer information updates within 24 hours, including address, name, and ownership changes
• Resolve resale issues and renewals by working with customers, Inside Sales, and Credit departments
• Request resale forms when required
• Meet monthly state resale renewal project deadlines
• Maintain and accurately update SanMar's customer software and customer information systems
• Comply with all policies and standards
• Perform other duties as assigned