Sales Operations Job Description
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:
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:
Desired experience for sales operations includes:
Sales Operations Examples
Sales Operations Job Description
- 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
- 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
Sales Operations Job Description
- 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
- 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
Sales Operations Job Description
- 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
- 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)
Sales Operations Job Description
- 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
- 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
Sales Operations Job Description
- 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
- 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