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Sales Operations Analyst

2 months ago

Jupiter, Florida, United States Power Systems Mfg., LLC Full time
Job Overview

POSITION: Sales Operations Support Specialist

STATUS: Hourly Non-Exempt

Job Summary

The primary responsibilities of this role encompass the following:

  • Operational Sales Reporting: Assist in the reporting of customer orders, sales figures, and forecasted pipeline along with demand management.
  • Forecast Coordination: Facilitate the review of forecast pipeline and demand scope requirements in collaboration with the internal sales team.
  • Salesforce CRM Management: Aid in the management of forecast pipeline, demand planning, and KPI reporting requirements within Salesforce CRM.
  • Customer Order Alignment: Ensure alignment of periodic customer order bookings with Salesforce CRM requirements for internal approvals and transaction closures.
  • Customer Order Processes: Support all processes related to customer order booking and approval, which includes:
    • Collecting and reviewing all documentation related to pricing, scope, commercial terms, legal, tax, delivery, export compliance, and ITAR.
    • Coordinating order acceptance and approval requirements with internal stakeholders and following up with customers as necessary.
    • Managing and storing all customer orders, approvals, and backup documentation for SOP alignment and audit history.
    • Inputting and maintaining SAP customer order/SD transactions in alignment with tax, finance, and central planning requirements.
    • Maintaining customer master data in OneSource Tax System and SAP for sales tax calculation and billing purposes.
  • Additional Responsibilities: Perform other duties as assigned.
Minimum Qualifications

Education & Training:

  • Associate's Degree required; Bachelor's Degree in Business Administration, Accounting, or Finance preferred.
  • Completion of EHS assigned regulatory training as per the PSM's EHS Training Matrix is mandatory.

Skills & Experience:

  • Minimum of 2 years of experience in sales forecast management and analysis.
  • At least 2 years of experience in managing and analyzing internal sales and execution processes.
  • 2+ years of knowledge of sales operations processes specific to order and revenue cycles.
  • 2+ years of experience with SAP or equivalent ERP systems focused on sales order, demand, and execution modules.
  • 2+ years of experience with CRM systems, with Salesforce reporting/dashboard experience being a plus.
  • Comprehensive understanding of the end-to-end sales process, from proposal to order execution.
  • Proven ability to troubleshoot, problem-solve, and investigate solutions prior to escalation.
  • Demonstrated skills in initiating process improvements related to job responsibilities.
  • Ability to prioritize and self-manage job functions effectively.
  • High level of accountability and ownership of assigned tasks.
  • Excellent interpersonal and communication skills.
  • Thorough understanding of MS Office Suite, particularly Excel and PowerPoint (moderate to advanced Excel skills preferred).

Equal Opportunity Employer: Veterans/Disabled