Sales Operations Specialist
Bath & Cabinet Experts
full-time
Posted on:
Location Type: Hybrid
Location: Indianapolis • United States
Visit company websiteExplore more
Job Level
About the role
- 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
Requirements
- 1 year of related professional work experience required
- Strong attention to detail and have high level of organizational and administrative skills
- Proactive mindset and possess excellent interpersonal and communication skills
- Must have the ability to work independently and as part of a team
- Must be able to complete tasks to meet deadlines
- Previous CRM experience preferred, but not required
- High School Diploma or equivalent required
Benefits
- Base salary + monthly bonus opportunities
- Medical, dental, vision, and life insurance options
- 401(k) with up to 4% company match
- Paid time off, **holidays, and your birthday off**
- Ongoing training and professional development opportunities
- Career advancement with a growing company
- Supportive, team-oriented environment
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
CRMsales order documentationfinancial KPIscustomer profile managementdocumentation accuracy
Soft Skills
attention to detailorganizational skillsadministrative skillsproactive mindsetinterpersonal skillscommunication skillsindependent workteam collaborationdeadline management
Certifications
High School Diploma