Sales Operations Specialist Job Description
Sales operations specialist
provides frequent training and support to Account Managers and other staff as needed on the CRM system.
Sales Operations Specialist Duties & Responsibilities
To write an effective sales operations specialist job description, begin by listing detailed duties, responsibilities and expectations. We have included sales operations specialist job description templates that you can modify and use.
Sample responsibilities for this position include:
Proficient with Microsoft Software – Outlook, Word, Excel, PowerPoint
Daily interactions with existing agency and direct client business
Upon request by direct Sales Representative via phone or email, create quotes, samples, pilots, and free with orders
Thoroughly understand policies and procedures
Respond and help produce several applications and proposals simultaneously in a fast pace and hectic environment where high volume sales are at stake
Complete regular, scheduled reporting as required by sales leaders and their teams (monthly/quarterly/annual)
Track renewal and conversion goals, insuring all data is updated and accurate in CRM
Manage projects of various types and sizes
Set up and maintain sales operations processes and policies
Monitor call quantification and quality (volume against fleet sizes, SICs, geographies)
Sales Operations Specialist Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Sales Operations Specialist
List any licenses or certifications required by the position: MBA, PMP, APICS, SFDC, PO, IUO, FUO, SC, AWS, CMA
Education for Sales Operations Specialist
Typically a job would require a certain level of education.
Employers hiring for the sales operations specialist job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Business, Marketing, Education, Finance, Business/Administration, Accounting, Engineering, Associates, Economics, Communications
Skills for Sales Operations Specialist
Desired skills for sales operations specialist include:
Sales Cycle and its basic requirements
Any other CRM system
Keen understanding of Oracle CRM
Excel
Company's products
Markets
Objectives industry trends
Salesforce.com
Applicable specific GE Healthcare care areas desired
Product Data Hub
Desired experience for sales operations specialist includes:
Have in depth knowledge of all sales programs and be able to enforce guidelines or seek approval from appropriate authority on special requests
Responsible for understanding the order flow process (for standard and custom orders) to identify problem areas and resolve or advise
Coordinate with account buyers to obtain PO changes – extensions, ship window modifications
Work directly with inside and outside National sales reps to assist with all order / product / delivery
Responsible for the Order Inquiry process by answering emails and phone calls regarding order changes, availability, or PO status from the National & Mass Merchant sales team and/or customers as requested
Responsible for the Product Availability process by maintain knowledge of current and past product offerings (new, in-line, and closeout products) and be able to provide accurate information on inventory status or estimated delivery schedule with the sales team or customer as requested
Sales Operations Specialist Examples
1
Sales Operations Specialist Job Description
Job Description Example
Our growing company is looking to fill the role of sales operations specialist. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for sales operations specialist
- Preparing weekly and monthly reports for company-wide distribution, targeted weekly reports to sales management on rep performance
- Ensuring alignment of goals/quotas and payouts for above the branch sellers and overlay positions such as Field Sales Engineers, Business Development Managers
- Assist in creation and maintenance of Global Sales Plans and supporting documentation
- Conduct job matching of plans to roles
- Act as a liaison between GCSS and WWS Operations
- Serve as subject matter expert for Global Sales incentive processes
- Redundant sales incentive software admin
- Receive inbounds sales calls from customers within the territory and help to answer a wide range of complex/technical customer inquiries regarding company’s products and ability to recommend solutions to customer application questions qualify the opportunity, and then engage the Regional Sales Manager or local REP as needed
- Maintain relationships with external technology vendors/developers
- Participates in the preparation and execution of rigorous integration testing, user acceptance testing and functionality testing to measure performance
Qualifications for sales operations specialist
- Responsible for acting as a liaison with customer issues regarding orders by knowing who to contact for assistance or approval and follow through to ensure resolution and understand when to escalate for resolution
- Responsible for all standard and custom order entry related to National Accounts while ensuring all business rules are followed and carried out
- Be able to read and interpret instructions, policy, procedures, program information
- Bachelor’s degree preferred or equivalent years of experiance
- Good command of Ms Office & ERP system ( Sales forecast, or Oracle, etc )
- Minimum of 3-5 years experience in a previous sales support role
2
Sales Operations Specialist Job Description
Job Description Example
Our growing company is looking for a sales operations specialist. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for sales operations specialist
- Lead process improvements to uncover operational inefficiencies and recommend changes
- Meticulously review existing processes and re-launch their adoption
- Pulling together and routing financials and strategies for large tenders/bid and opportunities
- Lead interface for sales with marketing, product segment, quality and other internal functions
- Set pricing strategy for phase in and phase out of products
- Assist in forecasting for key customers for the channel
- Develop and implement Pricing strategies to streamline processes
- Analyze Policies and make recommendations to improve profitability and business practices
- Analyze key product categories and develop effective price strategies for future growth
- Ensures that Salesforce CRM is used in the most efficient and effective manner, providing troubleshooting support and proactive training to the wider sales team
Qualifications for sales operations specialist
- Highly developed interpersonal, communication, writing, training and presentation skills
- Flexibility, creativity and proven ability to work independently or as part of a larger team
- Proven ability to respond effectively to changing priorities, work environment and industry standards
- Proven ability to gauge circumstances and make well considered, impromptu decisions
- Demonstrated ability to manage customer issues, escalate as needed and monitor (follow-up) expected resolution(s)
- Ability to build and maintain internal customer relationships
3
Sales Operations Specialist Job Description
Job Description Example
Our company is looking for a sales operations specialist. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for sales operations specialist
- Research and respond to inquiries and requests for adjustments from Sales and Finance related to adjustments, invoices, freight, returns
- Make recommendations and propose changes to operation policies and procedures
- Provide day-to-day support and training for the Sales and Professional Services teams
- Proactively suggest operational improvements to Field systems and processes
- Assist in developing SFDC reports for the Field
- Assist in developing training materials for the Field
- Assist with team coordination activities, maintaining Field reporting hierarchy in SFDC and in organization charts, updating team email aliases, managing team meeting logistics
- Develop, format and communicate detailed sales reporting structure to sales team and management
- Process incoming contracts and update relevant systems
- Oversee the Gamasutra Job Board website
Qualifications for sales operations specialist
- Knowledge of internet/intranet applications
- Recent, or near, college graduate with B.A./B.S
- Be able to work in dynamic team environment with challenges
- Requires 3-5 years of experience supporting a sales team, experience with software sales consulting preferred
- Manage fleet assignment for new hires, transfers & terminations, partnering with the fleet vendor to ensure vehicles are assigned/delivered or relinquished (auctioned) in a timely manner
- Perform computer search through Fleet Vendor Program searching for a storage vehicle by geography to assign to new hire
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Sales Operations Specialist Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of sales operations specialist. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for sales operations specialist
- Exemplary high standards of customer service, honesty, and integrity
- Acts as service liaison for service problems/questions and determines appropriate avenues for resolution, including partnering with the regional service team to troubleshoot service problems and guiding the sales support staff through sales processes
- Administers the validation process for all sold cases from point of sale through transfer to case manager while simultaneously ensuring completeness and accuracy of all sold case documentation
- Analyzes assigned sales stakeholders quote activity to ensure it is appropriately positioned for sale
- Analyzes sales prospects utilizing solution selling abilities to prioritize and take action on the most viable sales opportunities
- Collaborates with key internal/external stakeholders to gather and assess information needed to support renewal requests
- Cultivates strong, sustainable business relationships with internal/external sales stakeholders to support the achievement of established sales goals for his/her assigned area(s) of responsibility
- Develops contract and rate comparisons, as needed
- Ensures his/her assigned sales opportunities are compliant with internal policies and applicable external regulations
- Gathers and evaluates needed information to amend contracts as requested by customers and/or external stakeholders
Qualifications for sales operations specialist
- Maximize our Fleet Safety Program by rolling out safety Captain initiative and safe fleet eLearning modules
- Receive Fleet Vendor Violations report on a monthly basis to distribute to Territory Managers, Regional Sales Managers & Sales Leadership Team
- Manage Spring & Fall SELECTOR program with Fleet vendor
- Monitor and create reports to assess field fleet activity, analyze trends and strive for continuous improvement to ensure company policies are maintained
- Serve as the first point of contact for field customer service/support, initiating process improvements, sharing best practices & maintaining all necessary communications to assist with all fleet programs
- Benchmark and research potential fleet vendor options to verify current service levels & contrast/compare other competitive offerings
5
Sales Operations Specialist Job Description
Job Description Example
Our company is looking for a sales operations specialist. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for sales operations specialist
- Monitors, tracks and ensures appropriate New Business Old Contract (NBOC) credit for assigned area(s) of responsibility
- Obtains and analyzes competitive/marketing data
- Partners with internal sales stakeholders to support the achievement of targeted sales plans
- Oversee and manage all national field meetings, this includes but is not limited to the National Field Meeting, Field Sounding Board, T.E.A.M
- Serve as primary liaison between the field and Home Office
- Be a partner to the sales organization
- Improve team performance and funnel conversion
- Align team commission plans, budget and growth plans
- Interaction with staff and providers
- Database maintenance and correspondence via email with involved departments
Qualifications for sales operations specialist
- Arrange vehicle pick-up of off boarding employee through Fleet Vendor to send to storage or auction depending on mileage/year
- Conduct bi-weekly Fleet vendor conference calls to review all fleet related matters requiring follow-up and/or escalation
- Follow-up with Insurance Company regarding any accidents that are reported
- Receive calls and/or emails for verbal authorization/approval on vehicle maintenance, if it exceeds a certain dollar amount
- Partner with Human Resources to manage exceptions for special vehicle orders relating to health or physical reasons
- Manage payments for the US and Canada for Fleet, managing POs and violation follow-up with Accounts Payable as needed