Sales Operations Job Description
Sales operations
provides analytical support through reporting and dashboards in Salesforce, BI tools (Looker, Tableau, etc.), Excel/Sheets, & perform ad-hoc analyses.
Sales Operations Duties & Responsibilities
To write an effective sales operations job description, begin by listing detailed duties, responsibilities and expectations. We have included sales operations job description templates that you can modify and use.
Sample responsibilities for this position include:
Provide direction to CDW (integrator) on RMA direction and priorities
Manage 3G billing
Identify store staffing needs and conduct interviewing, hiring, training, review and disciplinary action
Demonstrate leadership, coaching and listening skills by ensuring quality service among staff through training and by acting as a positive role model and MOD
Complete all record-keeping associated with applicants, new hires, payroll, performance appraisals, salary reviews, counselling, disciplinary actions and terminations
Create and execute the implementation and maintenance of management systems for sales tracking, organization, controlling and auditing store operations
Management of allocation of saleable launch forecasts through Launch Forecasting Workbench and collateral through Passport
Responsible for Discontinued List distribution to the field and education teams
Provide sales management and teams with the tools required to track, plan, forecast and measure their business and performance
Implement and ensure business analytics are accurately represented across multiple sales channels and offices
Sales Operations Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Sales Operations
List any licenses or certifications required by the position: PMP, CRM, MBA, ADM, SFDC, SQL, CAPM, ADM201, QMS, PHEV
Education for Sales Operations
Typically a job would require a certain level of education.
Employers hiring for the sales operations job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Business, Finance, Business/Administration, Education, Marketing, MBA, Economics, Engineering, Accounting, Management
Skills for Sales Operations
Desired skills for sales operations include:
Excel
Salesforce.com
Word
PowerPoint
SAP
Salesforce
SQL
Microsoft Office
Tableau
Microsoft Excel
Desired experience for sales operations includes:
Working closely with field sales and marketing management, executes the review, analysis, and evaluation of sales promotional efforts
Developing processes to enhance field force productivity
Being an integral partner of the sales and marketing team to support, challenge and validate strategic and tactics initiatives
Driving compliance with sales operations processes and tools
Developing, implementing and maintaining a comprehensive performance management dashboard across BUs and geographies both at individual and team levels, including sales targets achievement and other critical KPIs
Working with cross-functional teams to develop and implement an integrated analytics plan that will align availability of key data to the business planning process (e.g., forecasting, strategic planning, tactical planning)
Sales Operations Examples
1
Sales Operations Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of sales operations. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for sales operations
- Conducting searches on new and existing clients, obtaining compliance data and ensuring all information is correct and true
- Entering and maintaining customer data and documents into the client database
- Calculating and analysing commission payments, volume bonus, promotional payments, and marketing funds
- Management of the dealer commissions system by ensuring all information has been verified and processing dealer commissions at month end
- Creating and distribution of external communications to our dealer network
- Assisting and supporting operational requirements for the dealer channel and enhancing business development capabilities
- An ability to adapt quickly to new tasks, with the commitment to follow through
- Strong attention to detail with an ability to work to strict deadlines
- Proven experience in a customer service focused environment is preferred
- The ability to manage client expectations and ability to liaise with stakeholders at all levels
Qualifications for sales operations
- Effective management style, and excellent at managing self
- Experience in sales and account management with strategic customers
- Excellent communication skills, includes verbal, written and presentation forms
- Ability to relocate within 3 years to continue to progress through job family
- Experience in sales and/or customer relations preferred
- Excellent oral and written communication skills, strong documentation skills
2
Sales Operations Job Description
Job Description Example
Our growing company is looking to fill the role of sales operations. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for sales operations
- Review inbound signed revenue contracts, and check for accuracy/validation
- Analyzing the needs of sales and reassessing the impact of reports on a quarterly basis
- Works with Inventory Planning to provide current status of sku’s (new, limited editions, obsolete)
- Monitors and reports on areas of operational risk and/or opportunity
- Identifies sales reporting needs to effectively manage the business and monitors the accuracy and efficient distribution of sales reports and other intelligence essential to the sales organization
- Extract and synthesize revenue and client data from multiple systems
- Analyze and report on sales productivity metrics (pipeline, revenue, activity)
- Test data-driven initiatives to improve sales productivity metrics
- Support and maintain sales team dashboards and analysis
- Assist with monthly/annual projection exercises
Qualifications for sales operations
- Potential for travel into the sales field, sales meetings, and trade shows
- Execute the sales order fulfillment process from creation to store receipt, ensuring performance, cost and quality targets are achieved
- WideOrbit knowledge preferred
- Ability to make decisions and solve problems independently in an effort to support designated Account Executives
- Responsible for responding directly to customer account inquiries
- Understand and execute order fulfillment for National Accounts with cross-functional teams
3
Sales Operations Job Description
Job Description Example
Our growing company is hiring for a sales operations. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for sales operations
- Works closely with lead generation to keep Salesforce.com clean and updated
- Floorplan management - coordinates internal departments and external vendors on initial creation and significant changes to the plans using ExpoCad and Salesforce.com
- Strong work ethic with drive and determination to excel at current role
- Maintains the Salesforce.com customer database, including
- Perform reporting analytics
- Partnering with Senior Sales Management, FP & A and Sales HR Business Partner, lead the analysis and implementation of strategies needed during development process of NA Sales Compensation plan
- Creating and maintaining a custom-made activity performance tracking report for the entire financial team
- Train sales team on new and existing process in SFA and reporting tools
- Build strong operations management culture and execute against agreed KPI, SLA with high quality
- Provide inputs and collaborate with peers & business partners to leverage and share best practices
Qualifications for sales operations
- Create, review and distribute weekly order fulfillment reports to National & Mass Merchant customers
- Demonstrated expertise in identifying internal customer requirements and solution recommendation
- Ability to prioritize and manage multiple tasks and details
- Detail oriented with highly developed analytical skills
- Strong PC skills (MS Office Suite) and knowledge of operating systems
- Process engineering and Supply Chain design experience and Operations or Engineering management, specific to services (10yrs)
4
Sales Operations Job Description
Job Description Example
Our company is hiring for a sales operations. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for sales operations
- Lead a company wide virtual team of Tableau experts to foster best practices sharing and techniques
- Responsible for GEO centric/ segment specific projects, partner and support the stakeholders with their specific needs around opportunity execution, pipeline, forecasting, quota & commissions and territory planning
- Quickly understands and resolves the business issues and data challenges
- Prepare customer quotes for software and service transactions as requested by sales reps
- Cross functional collaboration with Business Managers, Deal Desk, and Sales Productivity Teams
- Anticipate system issues and initiate actions to ensure quotes are created timely and efficiently
- Drive business process improvements and initiatives with the goal of creating a best in class Quote Desk process
- Ensure accuracy of quotes to guarantee customer satisfaction and internal execution
- Create and maintain process documentation as needed
- Ad-hoc projects as time permits
Qualifications for sales operations
- Lead weekly meetings of account performance and PO status
- Operations or Engineering management (P&L management) with process engineering and Supply Chain design experience, specific to services (10yrs +)
- Global Account Management background and/or Account execute sponsor (2yrs)
- Bachelor’s degree or equivalent (preferably in Accounting/Finance) required with a minimum of four (4) years of relevant sales/service, marketing, accounting, financial and/or analytical experience
- Must be IT literate with experience of financial reporting or accounting packages and databases
- High organisational skills and ability to multitask and prioritise conflicting deadlines
5
Sales Operations Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of sales operations. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for sales operations
- Provide consultative guidance to field sales reps, other revenue generating
- Collaborate with other internal stakeholders to provide support on cross departmental projects, including process improvements for Sales, Customer Success, Professional Services, Enablement and Finance
- Ensure seamless communication between Sales and other involved departments, as it relates contracts
- Updates training and process documents
- Work closely with the Sales Director to improve the sales process, gather sales information and customer intelligence, and increase sales reporting and analysis
- Ensures thorough and timely audits between various systems, including
- Assists with logistical event coordination, pre-show, onsite, and post show, as needed
- Owned Responsibilities
- Manages all sponsorship fulfillment, including pre show and onsite execution budget management
- Manages all front of house aspects of the Opening Night Party including ticketing and budget management
Qualifications for sales operations
- Sales operations experience within commodities industry
- A sense of ownership and drive
- Project manage a diverse range of commercial initiatives
- High degree of proactivity and organization
- Deep proficiency in analytic tools, and sales systems
- Doctorate degree & 4 years of sales and marketing operations and/or finance experience