Sales Operations Specialist Resume Examples and Templates

Sales operations specialist

• Compile, analyze, and report sales data.
• Monitor and analyze competitive activity, customer behavior, and market trends.
• Provide actionable insights to guide the sales and marketing teams.
• Contribute to the development of sales plans and objectives.
• Monitor and evaluate sales performance.
• Determine sales potential and make recommendations.
• Organize data and generate customer insights to enhance sales force productivity.
• Support the sales team with planning and operational tasks.
• Monitor and analyze key sales and business performance indicators.
• Coordinate and ensure accuracy of sales forecasts.
• Ensure sales process adoption and compliance.
• Identify opportunities for improvement in the sales process and systems.
• Ensure a team of 20 achieves 95% delivery of sessions per day.

Sales Operations Specialist

• Provide support for sales activities and Sales Account Managers.
• Promote the company's services.
• Prepare quotes, invoices, and manage contracts for key accounts.

Key Account & Sales Operations Specialist

• Foster and enhance strong relationships with key brands.
• Coordinate raw material and stock preparations based on customer forecasts.
• Prepare daily and monthly sales reports and share them with sales managers.
• Conduct regular visits to customers for relationship building and business development.
• Monitor the production process of customer orders to ensure timely delivery.
• Enter export customer orders into the system and organize dispatching logistics.
• Present new collections to customers, taking into account their expectations and needs.

Marketing Sales Operations Specialist

• Handle incoming calls from new business prospects.
• Conduct customer needs analysis to understand requirements.
• Manage the inbound lead process using the Sugar CRM platform to track interactions with potential customers.
• Identify industry trends through client interactions to uncover new opportunities.
• Oversee the re-seller referral process.
• Write proposals, communicate pricing structures, and close deals with new clients when necessary.
• Effectively communicate company offerings, including solutions, features, services, and pricing, to the market.
• Build and nurture new and existing customer relationships.
• Maintain a strong understanding of email marketing and the automation industry.
• Stay updated on the standards of digital marketing and communication.

Sales Operations Specialist

• Coordinate deals received from the sales department across different departments.
• Ensure the purchasing department receives necessary information such as special prices and product IDs.
• Monitor payment terms, overdue payments, cheque validation, and collection with the credit department.
• Coordinate with the logistics department for delivery and shipment arrangements.
• Follow up on required attachments for sales orders.
• Verify warehouse availability and location based on the country.
• Ensure compliance with product restrictions based on country regulations.
• Review and validate orders in the system.
• Check and manage inventory stock allocation.

Sales Operations Specialist, National

• Offer valuable guidance in the development and implementation of best practices and sales tools, keeping the sales and marketing teams informed about new processes and procedures.
• Provide extensive field expertise to support senior management in developing, enhancing, and executing processes for a seamless end-to-end sales lifecycle.
• Utilize in-depth procedural knowledge and expertise to identify opportunities for process optimization and scalable improvements, translating them into actionable goals.
• Improved overall operational efficiency by developing a tool with user permissions and CRM capabilities, benefiting 6 teams across different markets in terms of information management, activities, and planning.
• Led sales operations efforts to ensure operational and service excellence for multiple teams in the LAX market.
• Implemented effective sales strategies to enhance Salesforce effectiveness across enterprise sales organizations.
• Designed and implemented a building lifecycle process for local teams, creating a systematic checklist for tracking a building's progress through the pipeline.
• Developed dashboards and real-time data reporting in Salesforce and Looker, providing data-driven insights on quota attainment, sales pipeline visibility, incentives, and areas for improvement.
• Managed various business activities, including gathering business requirements, assessing impacts on sales and marketing, and leading projects in collaboration with key stakeholders from different departments.

Sales Operations Specialist/Salesforce Administrator

• Conduct comprehensive training sessions for multiple teams on the usage and best practices of Salesforce.com.
• Provide support for data entry and updates from users across the organization.
• Execute configuration changes and proactively monitor system configuration and controls.
• Manage user licenses and ensure proper security and access deployment.
• Offer day-to-day support to sales and marketing teams.
• Ensure Salesforce.com data accuracy through updates, de-duplication, importing/exporting records, and ongoing maintenance.
• Develop and maintain custom reports and dashboards for business metrics used in forecasting and sales trend analysis.
• Review and enhance workflows, validation rules, custom objects, applications, and workflows to improve efficiency and productivity.
• Maintain appropriate data access and security by managing the role hierarchy, access profiles, and security systems within Salesforce.com.
• Provide prompt support to end-users in resolving Salesforce.com issues.
• Perform administrative tasks such as creating accounts and profiles, defining fields, modifying page layouts, and more.
• Manage inbound lead routing and assignments to various sales teams.
• Prepare and cleanse data files, import them back into the system using tools like Dataloader, and ensure data accuracy using third-party tools such as DupeBlocker.
• Act as the primary contact for Salesforce partners and vendors.
• Deploy and maintain integrations with Marketo, DocuSign, and Clearslide within Salesforce.

Sales Operations Specialist

• Handle verification, approval, and payout of rebate claims from distributors and resellers.
• Resolve queries from distributors, resellers, and customers.
• Raise eSPA (Promotional discount/Special price approval) requests in SFDC.
• Manage RAR/RMA (Sales Returns) process and monitor until keys are deactivated.
• Establish new distributor agreements, amendments, and terminations in the system.
• Manage price protection claims and track contracts and usage reports.
• Extract sell-through and product-related reports using Business Objects Universe.
• Analyze billing file to monitor stock and sales momentum.
• Ensure smooth audits and provide necessary backups for rebates and claims paid.

Sales Operations Specialist

• Act as primary point of contact and support for sales personnel throughout the sales cycle.
• Assign accounts to Account Executives in Salesforce according to company policies.
• Manage monthly commission tasks, including paperwork, statements, research, and training.
• Facilitate onboarding for new hires in the Sales Teams.
• Generate, customize, analyze, and validate Salesforce reports as requested.
• Conduct web-based field training sessions for sales teams regarding commissions, company initiatives, and SOP changes.
• Ensure Sales compliance with company policies and procedures.
• Oversee quarterly and annual performance reviews for Sales.
• Manage Sales revenue and client count targets on a quarterly basis.
• Prepare necessary documentation for performance management, termination, succession planning, and HR practices.
• Pilot and evaluate new programs and initiatives, and implement changes across departments or company-wide as needed.
• Resolve process and efficiency issues that impact Sales performance.

Sales Operations Specialist

• Serve as the main point of contact and support for sales personnel (Sales Executives, Sales Managers, and Regional Directors) throughout the sales cycle, including account assignments and commissions.
• Conduct single and mass account assignments in SFDC (Salesforce) in compliance with company policies.
• Manage monthly commission tasks such as paperwork, statements, discrepancy research, and commission-related training.
• Facilitate onboarding for new hires.
• Generate, customize, analyze, and validate reports in SFDC as requested.
• Conduct web-based field trainings for new company initiatives.
• Ensure Sales compliance with company policies and procedures.
• Manage quarterly and annual performance reviews data.
• Track Sales quarterly revenue and client count targets.
• Prepare necessary documentation for performance management, termination, succession planning, and HR practices on behalf of the Regional Sales Director.
• Pilot and evaluate new programs and initiatives, and scale successful changes across departments or company-wide.
• Resolve process and efficiency issues that impact Sales performance.