Sales Operations Specialist

Responsibilities

• Create or manipulate quotes using Salesforce and Microsoft Excel adhering to all finance, business, and system policies.
• Create and maintain a thorough understanding of state adoption programs, policies, and processes to effectively support sales initiatives and customer needs.
• Create spreadsheets and other documentation to accurately represent the proposed structure of a complex deal; provide clear and complete directions to order processing to reduce any booking delays.
• Manage quotes, sample orders, folder creation, or other types of projects for your sales teams to ensure that deadlines and high-quality demands are met.
• Respond to customer phone calls and emails; act as an agent of the Sales team to facilitate requests or solve escalated issues, liaise with internal teams including Customer Service to ensure that purchase orders and quotes are efficiently processed and resolve any issues.
• Create marketing folder and binder creation: Create, assemble, package, and ship marketing and product folders and binders to support sales campaigns for our sales markets. Involves printing, making copies, assembly, packing, and shipping.
• Review escalated scenarios or issues, use systems and other resources to identify the scope of the issue, determine solutions, and provide direction to internal groups to resolve.
• Compile informational analysis and database projects as needed.
• Demonstrate teamwork, dedication, and a commitment to excellence.
• Interact with all levels of management; communicate effectively via email and verbally.

Qualifications

• 2-3 years of sales operations/admin-related experience preferred.
• Experience with Salesforce, Google Suite, SAP, and Oracle is highly preferred.
• Microsoft Excel skills are required.
• Outstanding communication skills including verbal, written, and active listening.
• Strong organizational skills with an ability to set priorities, meet critical deadlines, juggle projects, and produce high-quality and accurate work under time constraints.
• A strong sense of urgency in undertaking the execution of tasks, and an impressive ability to think ahead, be proactive, and show initiative.
• Able to solve problems through thorough research and analytical skills.
• Learn, develop, and maintain sales processes and workflows.
• Must be detail oriented both in your work and communication.
• Able to lift and move boxes weighing at least 35 lbs.

Benefits

• Medical
• Dental
• Vision
• Time to Recharge: Vacation time and 10 paid holidays.
• Time to Recover: Sick time and leave programs.
• Financial Wellness: Employees can start securing their financial future without any delay with a 401(k) match and immediate vesting.
• Wellness Programs: We recognize the importance of emotional and mental well-being, both in our work environment and in our personal lives. We are committed to providing resources and support to promote overall well-being and a healthy work-life balance.
• Extra Perks: Discounted gym memberships, pet insurance, tuition reimbursement, commuter benefits, volunteer opportunities, and much more!