The Sales Operations Specialist role is responsible for assisting with sales orders, including working with Sales to update Opportunity management in SalesForce, supporting sales teams, and reviewing SalesForce reports. The role requires a Sales DNA, experience with SalesForce, and knowledge of vendor partner programs and processes.
Requirements
- Work with Sales to help with Opportunity management in SalesForce
- Support a 'primary territory' and other areas in the US
- Review weekly the SalesForce reports to ensure supported territory deals are updated
- Assist Sales/Pre-sales in supporting the use of SalesForce reports
- Actively work with Sales Support – Business Operations, to ensure all required documents are compiled
- Work in OEM/Vendor/Disti tools/systems to complete the registrations for quotes/deals to verify costs
- Assist Sales in getting the Vendor SKU's/pricing uploaded into SalesForce
- Frequent interaction with sales, presales, finance and service delivery
- Working understanding of the Order Process
- Other responsibilities as assigned
Benefits
- Medical, dental, and vision plans
- Health Savings Account (HSA) and Flexible Spending Accounts (FSAs)
- Income protection through disability and life insurance
- 401(k) with company match
- Unlimited PTO
- Paid company holidays
- Hybrid/remote work
- Paid bonding leave for eligible employees
- Employee discounts
- Access to Employee Assistance Program (EAP)
- Accident, critical illness, long-term care, and hospital indemnity coverages
- Legal and identity theft protection
- Pet insurance
- Supplemental life insurances
- Referral bonuses
- Charitable donation matching
- Allowances for eligible roles
