Sales Operations Specialist

About This Role

Summary: We are looking for a motivated candidate to streamline our sales processes and support our sales team with data\-driven insights. This role involves managing CRM systems, leveraging Microsoft tools like Word and Excel, generating sales reports, managing partner relationships, and creating dashboards to track KPIs and other key metrics. The coordinator will also collaborate with stakeholders and team members to improve sales forecasting, assist in pricing strategies, manage vendors, and enhance overall team performance.

The ideal candidate will have excellent communication skills, a bachelor’s degree in business administration or a related field, and 3\-5 years of experience in sales enablement and operations or sales management.

Duties and Responsibilities

· Providing data and guidance to support the sales team. This includes managing pipeline and sales order reports.

· Type correspondence and various documentation in proper format and proofreads/distributes as assigned.

· Provides administrative assistance and instruction to management as needed.

· Maintains proper response letters on computer for various incoming correspondence.

· Analyzing sales data. Conducting data analysis on sales performance, identifying trends, and providing actionable insights to support strategic decision\-making.

· Coordinating sales events including trade shows, open houses, account calls, etc.

· Manage and optimize relationships with vendors, ensuring efficient procurement and supply, and supporting the sales process through vendor\-related activities.

· Assist in negotiating vendor pricing.

· Work with warehouse team to create an inventory management process to ensure minimum inventory levels and reorder quantities based on sales forecasts.

· Creating Purchase Orders and keeps in contact with vendors to achieve best pricing offered.

· Handle NCR trade ins, software maintenance and software subscriptions.

· Manage the ATM/ITM machine rollout with management/customer.

· Process approved customer orders and coordinate handoff to installation team with delivery requirements.

· Performs other related duties as assigned.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

· Time management and organizational skills. Ability to work independently and meet deadlines.

· Excellent communication and interpersonal skills both internally and with customers.

· Must be well organized, detail\-oriented, and have excellent customer service skills.

· Ability to interpret technical business documents such as product guides, sales orders and sales contracts.

· Must be proficient using the Microsoft Office suite (including Word and Excel) and have experience utilizing CRM tools.

· Demonstrated critical thinking in a fast\-paced environment.

· Ability to work independently and meet customer deadlines.

· Ability to communicate effectively with customers or employees of the organization.

· Ability to work full\-time.

Education/Experience

· Bachelor’s degree or higher.

· 3\+ years’ experience in sales operations, sales management, or a similar role.

· Proven track record of interacting well cross\-departmentally and with customers.

· Proven track record of communicating ideas and information clearly and effectively (oral and written).

· Experience maintaining strong relationships with key vendors as the primary point of contact for vendor\-related inquiries and issues.

· Previous roles negotiating contracts and pricing with vendors.

· Experience creating marketing materials and coordinating sales/marketing events including managing trade show attendance.

· Experience in project management and process improvement in implementing effective sales strategies and streamline workflows.

· Working knowledge of banking practices and associated technologies highly preferred.

· Cash Automation industry experience with vendors including Glory, NCR, etc. a plus but not required.

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

This role must be able to work independently and with a team. The noise level in the work environment is usually moderate. The role is office based.

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit and work efficiently on the computer. It may encompass walking, crouching, kneeling, and lifting.

Pay: $27\.00 \- $30\.00 per hour

Expected hours: 40\.0 per week

Benefits

• 401(k)
• Dental insurance
• Flexible spending account
• Health insurance
• Paid time off
• Referral program
• Vision insurance

Work Location: In person