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Sales Operations Specialist
2 months ago
Fusion IT (fusion-it.net) is a fast-growing, fast-moving leader in managed service provider services. We are growing and this will be a crucial position for that growth. Are you interested in being part of a winner? Come join our team
Position: Sales Operations Specialist Pay Grade: 4 Salaried Exempt
Term: Full Time, Company Business hours Department: Operations Reports to: Director of Operations
GENERAL SUMMARY:
The Sales Operations Specialist is responsible for driving sales effectiveness through the development, maintenance and optimization of key sales operations processes. This role requires an individual with strong operations and analytical skills who works collaboratively with the sales and operations team to create and implement strategies that will maximize revenue opportunities.
Sales Operations Specialist Duties and Responsibilities
• Develop, maintain and optimize sales operations processes, such as order management, customer segmentation, pricing, and quoting
• Coordinate resources to prepare the SOW, product sourcing and pricing in the development and preparation of a sales quote, account process documents and presentation package for delivery to the prospect or client by the sales team
• Analyze weekly sales data in ConnectWise to identify trends and opportunities and create reports to track progress and performance to reach company goals
• Maintain and report sales data to the Leadership Team, including activity and opportunity statistics, quotas, pipeline, forecast, and referrals
• Work with department management and leadership to determine price schedules and discount rates; communicate this effectively to sales team
• Collaborate with the sales team to understand their operational needs and help achieve their goals
• Develop strategies and tactics to maximize sales effectiveness and efficiency
Sales Operations Specialist Requirements and Qualifications
• Bachelor’s degree in business administration, or related field
• 5+ years of experience in sales operations, operations management, business development preferred
• Proficient in CRM software, sales analytics tools, and Microsoft Office Suite
• Excellent interpersonal and communication skills
• Strong analytical and problem-solving skills
• Able to multitask and prioritize projects
• Able to work under pressure and meet deadlines
COMPANY CORE VALUES:
Act with a Heart of Servitude
• Bring a smile with service to all stakeholders.
• Driven to deliver client satisfaction.
• Embrace and apply good stewardship of others’ resources.
Do the Right Thing
• Exhibit integrity in all matters without compromise.
• Exercise respect and fairness to all stakeholders.
• Be accountable and take responsibility for one’s actions.
• Trust is not taken for granted but consistently earned.
Embrace Family Culture
• Use family values when conducting business or engaging with team members.
• Be a team contributor to build and deliver effective client solutions.
• Actively participate and contribute to mentoring and training opportunities.
• Demonstrate and embrace servant leadership principles.
• Be collaborative for the greater good of the team.
Be Professional
• Demonstrate a higher level of service and knowledge for the client’s benefit.
• Be dependable and thorough in the service delivery.
• Form and nurture relationships.
Innovative and Passionate
• Challenge the status quo; maximize risk managed client business solutions.
• Show drive and passion for one’s “calling or purpose” in life aligning with the company goals and objectives.
• Exhibit foundational work-life balance rooted in Faith, Family and Country.
Just own IT
• Self-accountability.
• Empower yourself to take charge and get it done.
• Uphold our commitment to dependable IT services.
