Sales Operations Specialist Resume Samples

Sales Operations Specialist is responsible for collecting and analyzing sales data of the company. The job description template of a sales operations specialist mentions various tasks such as – making forecasts about future sales, creating sales report, planning strategies to boost sales, learning and analyzing trends new trends and competitor’s performance, making necessary suggestions to enhance sales, suggesting regarding new product launch, assisting in advertising and promotional pricing techniques, overseeing sales department and ensuring customer satisfaction.

Candidates for this post should be able to mention in the Sales Operations Specialist resume sales experience, high level of proficiency in using Salesforce software, the ability to think out of the box and come up with creative ideas to boost sales, knowledge of the working field, traveling flexibility, and strong communicative skills. Generally, a bachelor’s degree in the relevant field is necessary for this post.

Sales Operations Specialist Resume

Summary : Sales Operations Specialist with 14 plus years of experience in the healthcare domain with an ability to work in a challenging environment while handling a variety of tasks. Team oriented with Leader ability Able to work independently. Excellent interpersonal skills that promote positive relationships with individuals at all levels. Ability to solve problems in creative ways while maintaining a clear prospective of goals.

Skills : Salesforce.com, Program Management, Data Analysis, Sales Operations, Excel, Word, Powerpoint, Outlook, MS Office, ACS Lab Reporting, Customer Service, Technical Support

Description :

  • Providing new business sales support for functions related to new business/pre-sales activity for medical, life dental and public sector.
  • Quoting large new business commercial, public sector, (medical, dental, vision, life 100+), grx for non-experience groups.
  • Quoting small to large conversion for existing groups, processing paperwork and updating atlas.
  • Submitting group to underwriting upon receipt of all required information.
  • Analyzing case information and performs initial field underwriting on certain size cases as appropriate.
  • Requesting groups to be terminated through commissions and sending term report. Terming group in Atlas.
  • Submitting group to case installation upon receipt of underwriting approval.
  • Answering the case-specific questions from brokers/clients concerning existing groups.
  • Updating sales tracking systems with case information during the presale process as defined.
Years of Experience
Experience
10+ Years
Experience Level
Level
Consultant
Education
Education
Associates

Junior Sales Operations Specialist Resume

Objective : Dedicated, customer-focused and competent Junior Sales Operations Specialist with over 2 plus years of experience managing business operations and special projects at the senior management level. Recognized for dependability and detail-oriented work in support of top C level executives. Possess excellent computer and leadership skills. Ability to prioritize and manage multiple tasks simultaneously. Positive attitude, flexible, friendly and adapts easily to change.

Skills : Proficient In Microsoft Office Suite 2010, Customer Service, Effective Oral And Written Communication, Conflict Resolution, Bilingual

Description :

  • Managing new customer onboarding documentation and pricing agreements for all regional medical customer.
  • Handling international (Germany) supplier documentation (i.e. Device trackers, complaints and monthly reports) while adhering to company beliefs, standards, policies, procedures and all safety and quality requirements.
  • Designing process improvement methods for ongoing growth of sales operations team.
  • Creating and maintaining process instructional manuals for sales ops and pre-authorization.
  • Participating in team meetings for international launch of new product and process improvement programs.
  • Assisting with the implementation of new SW tools (CRM/NAV) for system cut-over.
  • Helping implement Sharepoint tool and create a file structure for the sales ops team.
  • Document management-maintain and update sales ops shared drive files and forms.
  • Providing front line support and system support facilitation to field sales team regarding sales infrastructure.
  • Coordinating with the warehouse regarding the distribution of inventory to the field sales team to maintain appropriate.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BS


Senior Sales Operations Specialist Resume

Summary : Senior Sales Operations Specialist with 8 plus years with a proven track record of supporting sales organizations in the tech space. I've dedicated my time and energy to developing high-value reports for reps, managers and sales leaders while providing in-depth analysis and findings. I'm a believer in giving the sales team everything they need so they can focus more on selling and less on administrative work. Whether its tools, data, support, or training, my goal is to set them up for success.

Skills : SALESFORCE.COM, Forecasting, Pipeline, Territory, Sales Operations, JIRA, SAAS, Analytics, Reporting, Presentation, Excel, Sales Support

Description :

  • Managing the data that lives in salesforce: account creation, assignment, user visibility, data hygiene, to pipeline and forecasting.
  • Providing support for sales and all cross-functional teams - CRM usage, ad hoc report requests.
  • Executing mass data updates in Salesforce for sales and all cross-functional teams.
  • Performing weekly closed won opportunity audits to ensure CRM and ERP are aligned.
  • Owning the monthly sales operations stats workbook highlighting teams contribution to sales.
  • Developing and streamlining the processes to maintain data hygiene within salesforce. Com.
  • Leading salesforce.com training calls for domestic, international sales teams and new hires.
  • Documenting sales, reporting processes, and system faqs to drive increased salesforce adoption.
  • Tracking the company-wide KPIs - new customers, lost customers, and customer activity.
  • Developing methods to streamline and improve reporting efforts cited above collaborate with commissions team to ensure sales reps are comped accurately.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Senior
Education
Education
BS

Sales Operations Specialist Resume

Summary : Accomplished Sales Operations Specialist with 7 plus years of experience and with a verifiable record of delivering enhanced productivity, streamlined processes, and an increase in employee morale. A natural leader with proven success in developing and maintaining key relationships through expert rapport-building, tenacity, and consistency. Multifunctional Expertise Includes Project Management Process Improvement / Change Management Strategic Thinking.

Skills : Microsoft Excel, Leadership, Crisis Management, Written Communication, Microsoft Office, Data Analysis, Communication, Team Player, Work Well Under Pressure, Strategic Planning, Presentation, Client Relationship Management, Strategy Development, Project Management, Honest, Salesforce, Sales Operations, Sales Support

Description :

  • Drafting and negotiating the domestic and international software royalty agreements, including professional services agreements, consultant agreements, vendor agreements, customer service agreements, and revenue-share agreements.
  • Guiding deal structure and managing deal processes, while balancing risk and opportunity.
  • Working collaboratively with accounting/finance, legal, sales, engineering and other stakeholders as appropriate to produce agreements that meet the full range of corporate policy.
  • Assisting the Account Managers with accurate forecasting and quarterly revenue expectations.
  • Tracking and reporting the quarterly pipeline activity and forecast upside to CFO and VP of sales.
  • Training all users on new CRM through in-person training, webinars, and conference calls.
  • Receiving exceeds performance review for CRM implementation/upgrade project.
  • Improving customer experience project: responsible for improving the end user experience when accessing and navigating.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Senior
Education
Education
BS


Sr. Sales Operations Specialist Resume

Summary : Sr. Sales Operations Specialist with 8 plus years of experience and with a demonstrated history of success in the tech industry. Skilled in project management, sales, and data analysis, B2B and B2C sales operations.

Skills : General Ledger, Fixed Asset Accounting, Budget Management, P&L Management, Value-Added Analysis, Business Valuations, Audit and Compliance.

Description :

  • Responsible for providing support and administrative coordination for the sales/renewal process for sales teams, including sales management.
  • Assisting in preparation and distribution for client legal agreements, attachments, proposals, purchase orders and business correspondence as required.
  • Processing signed and executing the renewal contracts in the sales force automation system and liaising with sales operations.
  • Preparing client usage statistics for sales team prior to renewal conversations.
  • Demonstrating the ability to support incoming sales calls when sales team members are away from the office.
  • Processing the product or service cancellations. Creating the cancellation forms and routing to the appropriate internal product group or accounting for processing.
  • Maintaining and meeting all contracts requested by the account manager on behalf of the client.
  • Responsible for researching and resolution of product delivery and invoicing challenges in behalf of the Customer/Account Manager. 
Years of Experience
Experience
7-10 Years
Experience Level
Level
Senior
Education
Education
BA

Sales Operations Specialist Resume

Summary : Highly-motivated Sales Operations Specialist with 7 years of experience in sales operations and support within the technology (IT and retail technology) industry. Exceptionally strong background in helping a sales team and overall company exceed business goals.

Skills : Account Receivables, Customer Service, Microsoft Office Programs, SAP, Detail Oriented, Multi-task Oriented, Team Player, Goal Oriented, Self Starter, Account Management

Description :

  • Assisted in pricing, quotes, and order processing for Simplivity regional sales managers.
  • Managed the partner onboarding - work with channel sales team and legal from point of partner
  • Worked with legal on contract review and contract management in salesforce.com and legal suite.
  • Granted partner portal access to partner users - trained/troubleshoot partners who access the partner.
  • Daily supported the channel partners through partner inbox and sales operations support ticket.
  • Defined and documented the processes for partner portal access and partner onboarding deal.
  • Managed deal registration process for simplivity - conflict check and approve all deal registrations.
  • Set up new accounts and contacts in salesforce.com through the deal registration process.
  • Trained and supported the sales team in the deal registration process for the company.
  • Supported the partner community and regional sales managers in the deal registration process.
  • Reported deal registration metrics and compliance to upper management on a weekly basis.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Senior
Education
Education
BA

Sales Operations Specialist Resume

Summary : Sales Operations Specialist with 9 plus years of experience is seeking a position where I can use creativity and communication skills to succeed and excel at the responsibilities required.

Skills : Project Management, Collect And Analyze Data, Forecast Planning, Deliver Results, Client Relationship Management, Program Development, Solution Development.

Description :

  • Managing the projects, creating and refining processes, and serving as a line of communication between our outside sales team, and the corporate headquarters. 
  • Providing updated sales numbers to each Regional Vice President of sales, allowing them to see progress toward their month, quarter, and annual goals.
  • Gathering forecasting and committing numbers from the sales team at the beginning of each month. Compiling these numbers and report them to the executive team along with a metric that compares their actual sales to their forecast.
  • Overhauled $2m royalty program, reducing errors and de-bookings by 80%.
  • Developed simple and user-friendly templates that reduced manual credit errors by 50%.
  • Working with end users to provide best practices and tips on systems/tool usage including training, documentation, and support.
  • Supporting the integration of new products and services, regulatory requirements, tools, technologies, and markets into existing operations.
  • Working with finance, legal and logistics departments to ensure customer pos comply with customer contracts, international law and us revenue standards.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
MBA

Field Sales Operations Specialist Resume

Summary : Field Sales Operations Specialist with 11 plus years of experience is seeking to obtain an accounting position in financial services utilizing my strong enthusiastic and interpersonal skills in the accounting industry.

Skills : Microsoft Office, Salesforce.com, SAP, Macola, Adobe Suite, Social Media

Description :

  • Assisting field reps and inside sales with product and process questions and quote preparation.
  • Responsible for managing and processing Polaris, VTLs, server migrations, and new contract orders.
  • Processing sales orders through to accounting and implementation/services teams.
  • In-depth knowledge of all sales programs and be able to enforce guidelines or seek approval from an appropriate authority on special requests.
  • Responsible for understanding the order flow process (for standard and custom orders) to identify problem areas and resolve or advise.
  • Working closely with the Purchasing Manager to process, issue purchase order and set up 3rd party orders.
  • Obtaining a quote from 3rd party vendor (dell) for customer hardware quoting.
  • The first line of contact for all hardware inquiries sent to Hwconfig for sizing a server and other hardware inquires.
  • Coordinating with other departments to ensure proper guidance and pricing are current.
  • Assisting the sales and other departments, such as legal with order issues and solving problems that prevent orders from being booked and fulfilled.
Years of Experience
Experience
10+ Years
Experience Level
Level
Management
Education
Education
Associates

Sales Operations Specialist Resume

Headline : Sales Operations Specialist with 6 plus years of experience in the Food domain is seeking to obtain a position that will allow me to continue my positive career trajectory and utilize my experience in data analysis and sales operations combined with my passion for efficiency and sustainability.

Skills : Quickbooks, Google Docs, Amazon Vendor Central, Microsoft AX, Microsoft Navision, Microsoft Dynamics 365, Desk.com

Description :

  • Responsible for processing all customer purchase orders sent via ERP and email, ensuring that all orders are entered timely and accurately.
  • Daily communication with two 3PLs to ensure that all customer orders are shipped on time and in full.
  • Inventory level tracking to ensure that all orders received by customers will ship in full to avoid any short ships.
  • Communication with multiple carriers to keep good relationships and to get the best shipping rates available.
  • Daily coordination with carriers to ensure that delivery appointments are made. Ensure that all shipments are delivered to customers per their delivery date and time requirements.
  • Providing top-notch customer service and keep good lines of communication open with all customers.
  • Ensuring all samples for potential buyers are shipped timely, accurately, and safely.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BS

Sales Operations Specialist Resume

Summary : Top performing Sales Operations Specialist with 12 plus years of experience and with an ability to enhance company operations, analyze company capabilities and implement new processes to increase net margins of profit bringing value to the company and its stakeholders.

Skills : Computer: Microsoft Office - Excel, Word, PowerPoint, Outlook, PhotoShop; Social Media - Facebook, Twitter, LinkedIn, Customer Service, Event Planning, Data Entry, Content Creation, Community Relations, Advertising, Teaching, Publishing

Description :

  • Collaborating with domestic and international offices to align marketing materials and business proposals to convey the brand's message.
  • Devising specific strategic plans using sales tools that specifically help customers and improve the relationships that are correlated with good service.
  • Managing proposal efforts within corporate headquarters to assist remote sales offices.
  • Working closely with the regional sales teams and subject matter experts to help create and build account development and capture plans for multi-million dollar opportunities.
  • Assisting in marginal sales profits as it relates to commitment, cost control, and cost reduction by identifying strategic areas of improvements through working with the associated functional groups.
  • Responsible for training new sales managers and marketing specialist on corporate sales marketing operations procedures and processes.
  • Analyzing and quantifying data to strategically prepare specific marketing and sales plans.
  • Traveling internationally to provide training and support on sale processes, along with presenting marketing product information.
Years of Experience
Experience
10+ Years
Experience Level
Level
Management
Education
Education
BA