This position develops and sustains essential sales operations functions including creating and distributing sales reports and performance metrics dashboards, ensuring data integrity and efficiency in CRM usage, managing onboarding, and training processes, and supporting the business unit’s sales teams in a variety of tactical functions related to the closing and processing of orders. This position will ensure all information and processes are in place for the successful achievement of business and sales plans, proactively providing information to inside and field sales teams to support client related and internal sales process issues by means of communication, reporting and analysis.
MAJOR FUNCTIONS:
- Assist with analysis of the sales pipeline, pipeline movement, team performance and forecasting
- Maintain & design activity, and ad-hoc reports & dashboards
- Track and report on new business and renewal metrics
- Periodically reviews pipeline reports and sales progress on various opportunities to be proactive in efficient final stage processing
- Coordinate new-hire onboarding and training process for the sales team
- Develop training materials and assessments to support sales staff onboarding and continual learning
- Create and maintain process and training development for people & system processes
- Communicate with other function areas as the sales team liaison
- Provide technical support for sales-related Salesforce Inquiries
- Monitor day-to-day sales operations activities, order processing, and ticketing, working closely with sales, operations and management in process communication and overall support.
- Assist with preparing monthly sales rep commission statements; submitting to management for review, and delivering to HR for payroll processing on established deadlines
- Guide the Sales Teams to ensure smooth opportunity creation to order processing during the sales cycle.
- Assist with month end closing tasks including backlog as needed
- Anticipates and works to removes barriers to expedite the sales process.
- Resolves escalated issues from customers and internal teams as needed.
- Ad-hoc general support of the sales team
- Assists sales management with corporate sales meetings agendas, setup, and material distribution.
- Other duties as assigned
MINIMUM EDUCATION, SKILLS, EXPERIENCE:
- Associates degree or higher is preferred
- Previous experience with Salesforce.com or a B2B sales environment is preferred
- Highly organized individual that pays close attention to detail
- Able to work in a fast-paced, deadline driven environment
- Must have excellent communication and relationship building skills
- Proficient with basic MS Office computer programs.
Working Conditions:
- Standard office environment
- Regular, in-person attendance required
POSITION TITLE: Sales Support & Operations Specialist
GROUP: Tooling U – SME
FLSA CLASSIFICATION: Exempt
SME is an Equal Opportunity Employer.
Applicants must live in the United States and legally be authorized to work there without sponsorship.
