Bath & Cabinet Experts

Sales Operations Manager

• Support the sales team with key planning and operations tasks to support the overall objective of the business
• Responsible for maintaining customer profiles in CRM including adding new customer and uploading documentation to ensure customer information is accurate and up to date
• Collaborate with other departments to process the sale effectively from new order to completion with a focus on ensuring high customer satisfaction
• Responsible for all sales order documentation entries into CRM including contracts, order confirmations, measure documents, order verifications, etc..
• Monitor, track, and ensure all appropriate financing documentation is accurate and uploaded into customer file (financing documentation, receipts, etc..)
• Track new sales and complete regularly scheduled reporting on financial KPIs for sales operations leaders
• Additional responsibilities may be assigned as needed

Sales Operations Specialist

Call Center Representative

• Responsible for engaging with prospective clients with the goal of setting appointments for the sales team
• Be a subject matter expert and be able to communicate the value of company products and services to help educate prospective clients
• Handle a high volume of inbound/outbound calls and meet performance goals of converting calls to appointments
• Follow the designated sales process for appointment setting including confirming full and accurate client information
• Ensure all activity and information is accurately logged in CRM
• Provide a high level of customer service to ensure each prospective client and potential customer has a positive experience with Bath & Cabinet Experts

Sales Operations Specialist

Call Center Representative – Outbound Appointment Setter