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Sales Operations Analyst II
Boston Imaging - A Samsung CompanySales Operations Analyst at Samsung HME America managing order processing and customer relations. Ensuring sales strategy alignment and managing the CRM platform for sales operations.
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Responsible for order processing, data entry and update, clinical applications invoicing, process & procedures, auditing, reporting, pipeline reviews, quote preparation, and support for all Sales and Marketing personnel.
- Ensure Customer Satisfaction
- Reduce lost accounts by diffusing cancellation requests; Meet or exceed sales call activity goals for proactive account retention
- Propose customer solutions that are compliant with appropriate local, state and federal regulations
- "Save, Secure, and Convert" by handling all customer cancellation requests, providing ongoing education of contract details to existing customers, and by obtaining customer contract and up-sell commitments during face-to-face interactions when necessary
- Cultivate long-term relationships at all levels of customer organizations and within the Company
- Handle customer complaints efficiently to maintain high satisfaction levels
- Analyze sales data to identify trends, patterns, and opportunities for improvement
- Prepare and present sales reports and dashboards to senior management
- Support the development and implementation of sales strategies and initiatives
- Collaborate with sales teams to ensure alignment with business goals
- Provide detailed reports to sales, marketing, and senior leadership
- Manage the CRM platform to ensure it supports all aspects of the company’s operations
- Train and guide staff on effective use of the CRM system
- Create leads, accounts, opportunities, and accounts in CRM
- Update all pipelines in CRM
- Communicate with Sales Account Executives and Business Development Managers on a regular basis and hold them accountable for the action items noted in their opportunities
- Monitor, assess, and maintain data quality using data quality tools
- Develop, maintain and distribute automated sales & marketing reporting dashboards and as well as general intelligence and ad-hoc queries and report through a variety of data sources
- Manipulate and present data in Excel, including but not limited to spreadsheet presentation, pivot table analysis, and PowerPoint
- Build and maintain sales operations program models to increase productive workflow
- Liaise with relevant teams to resolve discrepancies in data
- Complete vendor registration for new accounts
- Review, validate, and confirm purchase orders
- Process sales orders and submit order confirmation to customer
- Serve as the primary contact for high-level accounts, ensuring exceptional customer experience
- Develop and maintain strong relationships with customers
- Address and resolve any escalated issues or concerns from high-level customers
Requirements
What you’ll need- BA/BS in Business Administration, Communications, Marketing or other related discipline preferred
- 2+ years of experience in sales operations on a related role
- Familiarity of CRM best practice and Prospect Management System operations
- Must possess excellent verbal and written communication skills and work effectively in a demanding, fast paced environment
- Must be able to assemble facts from various areas, analyze data, and provide informed recommendations to management
- Experience with ERP, preferably Microsoft Dynamics Great Plains
- Must be able demonstrate proficiency with MS Office package, including Excel, Word, and PowerPoint; as well as Outlook, Internet Explorer, and Google Chrome.
Benefits
Comp & perks- Medical (Blue Benefit Administrators): 5 PPO Plans ( with up to 95% employer contribution )
- Dental (Blue Cross Blue Shield): 2 PPO Plans ( with up to 80% employer contribution )
- Vision (Blue Cross Blue Shield): 100% company paid
- Short/Long Term Disability, Life & AD&D (The Standard): 100% company paid
- 401k Retirement (Fidelity): 100% company match up to 5%
- Tax Deferred Health Care Savings Programs
- Accident Insurance, Critical Illness, Hospital Indemnity, Pet, Legal, ID Theft
- Generous paid time off, tuition reimbursement, and more!
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
data entryorder processingsales reportingdata analysisCRM managementExcelPowerPointERPsales operationspipeline management
Soft Skills
customer satisfactioncommunicationrelationship buildingproblem solvingteam collaborationanalytical thinkingtrainingcustomer serviceadaptabilitytime management