Operations Generalist

Position: Operations Generalist

Location: Greenwood, IN

Brand: Engineered Systems Group

Segment: IAF: Industrial Automation & Finishing

Job Summary: This position oversees all operational tasks relating to the entry, maintenance, and reporting of Engineered Systems projects. This position will work closely with Project Management and Project Engineers to ensure timely invoicing, procurement, material receipt, and reporting associated with both new and ongoing projects.

Principal Job Functions:
  • Primary contact for Engineered Systems Project Management, Sales, and Engineering Team
  • Research and maintain Engineered Systems Lead Log and customer information
  • Receive and process incoming customer purchase orders. Tasks include:
    • Review and verification of required project documentation
    • Review of current customer standings
    • Review of estimated project costs
    • Creating new project entry
  • Log and maintain new project sales records
  • Gain knowledge of account requirements and special situations; the ability to adapt to evolving project needs.
  • Execute and maintain project related customer invoices and payments
  • Enter and purchase project related components and materials. Tasks include:
    • Determining appropriate source for material
    • Requesting vendor quotes
    • New vendor set up requests
    • Entry based on provided bill of materials
    • Creating and submitting vendor purchase orders
  • Gain specialized procurement knowledge about OTC's products and purchasing practices based on 80/20 principals
  • Expediting and tracking of existing purchase order
  • Work with project management and engineers to suggest and source alternate products based on cost, availability, or specifications.
  • Receive purchase orders for direct shipments based on vendor invoices
  • Approve and Release vendor invoices to accounts payable
  • Record and maintain percent of completion forecast based on information received from vendors and project management team
  • Preform project audits and completions including:
    • Review of customer payments received
    • Review of product and material receipts and inventory allocations
    • Review of project freight costs
    • Request project release through OTC credit team
    • Final project closing within SX system.
  • Gain knowledge of all aspects and options available within SX System, and apply it accordingly to each opportunity

Performance Behavior:
  • Commitment: Makes a commitment to assist others in learning new skills and processes. Encourages others to assume responsibilities in the normal course of their daily work and provides assistance to help others develop their own level of commitment.
  • Judgment: Makes excellent decisions that result in improved production and workflow.
  • Perseverance: Has the ability to complete tasks ahead of schedule while assisting others on techniques to improve their performance. Always willing to go the extra mile to complete projects on schedule and does not give up on tasks until completed in a quality manner.
  • Professionalism: Encourages and reminds others to act in a businesslike and professional manner. Constantly works towards improving knowledge and skills to be the best in the profession. Adheres to the highest level of professionalism by demonstrating honesty, integrity, and maturity.
  • Teamwork: Contributes knowledge and information to assist the team. Works with other team members to promote a positive and enthusiastic work environment.
  • Other job duties as assigned.

Qualifications:
  • Associate Degree or equivalent from two-year college or technical school; or two (2) years related experience preferred.
  • Highly Organized, with strong attention to detail
  • Strong interpersonal skills to work effectively with customers, vendors, and team members
  • Ability to navigate computer software systems including all Microsoft Office products, high Microsoft Excel proficiency is a plus
  • Working knowledge of the industry and market conditions, with Finishing Industry experience a plus


At OTC Industrial Technologies, our employees are our greatest strength. Through investment in our people and growth from within, we believe in providing you with various opportunities to accelerate your career potential as you help us drive change to move our business forward.

For over 60 years, employing and developing the best-in-class talent has been at the forefront of our success. By coupling our teams' hands-on experience with a wide range of products from top vendors, we provide customers with the best quality products, technical application expertise, and services at the lowest possible costs.

Working with OTC Industrial Technologies is perfect for purpose-driven individuals motivated to be part of an exciting transformational company.

Perks of Working with OTC Industrial Technologies:

As part of the OTC family, you'll enjoy competitive compensation and a comprehensive benefits package that includes medical, dental, and vision care coverage and a 401(k) savings plan - Additionally, we offer paid time off, short-and long-term disability coverage, life insurance, tuition assistance, and Employee Assistance Program. You'll also experience exciting opportunities for professional and personal growth and recognition.