Sales Operations Specialist Resume Samples

Description :

1. Supported new business sales by managing pre-sales activities for diverse sectors, including healthcare.
2. Generated quotes for large commercial and public sector accounts, ensuring compliance with underwriting standards.
3. Processed paperwork for existing groups, maintaining accurate records in the sales database.
4. Collaborated with underwriting teams to submit groups for approval, ensuring timely processing.
5. Conducted initial field underwriting on select cases, analyzing risk and eligibility.
6. Managed group terminations and updates in the sales tracking system, ensuring accurate reporting.
7. Provided case-specific support to brokers and clients, enhancing customer satisfaction.

Experience

10+ Years

Level

Consultant

Education

BBA

Description :

1. Managed customer onboarding documentation and pricing agreements for regional medical clients.
2. Oversaw supplier documentation, ensuring compliance with safety and quality standards.
3. Designed process improvement strategies to enhance sales operations efficiency.
4. Created and maintained instructional manuals for sales operations and pre-authorization processes.
5. Participated in international product launches and process improvement initiatives.
6. Assisted in implementing new CRM tools, facilitating system transitions.
7. Maintained and updated sales operations shared drive files and documentation.

Experience

2-5 Years

Level

Junior

Education

BBA

Description :

1. Managed Salesforce data integrity, including account creation, user visibility, and pipeline forecasting.
2. Provided comprehensive support for sales and cross-functional teams, enhancing CRM usage and report generation.
3. Executed mass data updates in Salesforce, ensuring accuracy across all departments.
4. Conducted weekly audits of closed-won opportunities to align CRM and ERP systems.
5. Owned the monthly sales operations statistics workbook, showcasing team contributions to overall sales.
6. Streamlined processes to maintain data hygiene within Salesforce, improving overall data quality.
7. Led Salesforce training sessions for domestic and international sales teams, enhancing user proficiency.

Experience

7-10 Years

Level

Senior

Education

BBA

Description :

1. Negotiated and drafted software agreements, ensuring compliance with corporate policies and risk management.
2. Managed deal structures and processes, balancing risk and opportunity to maximize profitability.
3. Collaborated with finance, legal, and sales teams to produce agreements that align with corporate objectives.
4. Supported Account Managers with accurate sales forecasting and revenue projections.
5. Tracked quarterly pipeline activities, reporting insights to CFO and VP of Sales for strategic decision-making.
6. Conducted training sessions for users on new CRM systems, enhancing user adoption and efficiency.
7. Led a project to improve customer experience, resulting in higher satisfaction ratings and reduced support queries.

Experience

7-10 Years

Level

Senior

Education

BBA

Description :

1. Provided comprehensive support for the sales renewal process, enhancing team efficiency and client satisfaction.
2. Coordinated the preparation and distribution of client agreements, proposals, and purchase orders, ensuring compliance and accuracy.
3. Executed renewal contracts in the sales force automation system, collaborating closely with sales operations.
4. Analyzed client usage statistics to prepare sales teams for effective renewal discussions.
5. Supported incoming sales inquiries, ensuring seamless communication during team absences.
6. Managed product or service cancellations, streamlining the process for internal teams.
7. Conducted research and resolved product delivery and invoicing issues, improving customer relations.

Experience

7-10 Years

Level

Senior

Education

BBA

Description :

1. Facilitated pricing, quotes, and order processing for regional sales managers, enhancing sales efficiency.
2. Coordinated partner onboarding with channel sales and legal teams, ensuring compliance and smooth integration.
3. Managed contract reviews and compliance in Salesforce, improving contract turnaround times.
4. Provided training and troubleshooting for partner portal access, enhancing user experience.
5. Supported channel partners through a dedicated support ticket system, resolving issues promptly.
6. Documented processes for partner onboarding and portal access, standardizing operations.
7. Oversaw deal registration processes, ensuring accurate conflict checks and approvals.

Experience

7-10 Years

Level

Senior

Education

BBA

Description :

1. Led projects to refine sales processes, enhancing communication between sales teams and corporate headquarters.
2. Provided real-time sales data to Regional Vice Presidents, enabling them to track progress toward goals.
3. Compiled and reported monthly sales forecasts to the executive team, comparing actual sales against projections.
4. Revamped a $2M royalty program, achieving an 80% reduction in errors and de-bookings.
5. Created user-friendly templates that cut manual credit errors by 50%, improving accuracy.
6. Trained end users on best practices for system tools, enhancing overall productivity.
7. Facilitated the integration of new products and services into existing operations, ensuring compliance with regulations.

Experience

7-10 Years

Level

Management

Education

BBA

Description :

1. Supported field and inside sales teams with product inquiries and quote preparation, enhancing response times.
2. Managed and processed contract orders, ensuring compliance with company policies and procedures.
3. Facilitated sales order processing, collaborating with accounting and implementation teams for seamless execution.
4. Maintained comprehensive knowledge of sales programs, enforcing guidelines and seeking approvals for special requests.
5. Analyzed order flow processes for standard and custom orders, identifying and resolving issues proactively.
6. Collaborated with the Purchasing Manager to issue purchase orders and coordinate third-party orders efficiently.
7. Acted as the primary contact for hardware inquiries, ensuring accurate sizing and specifications for customer needs.

Experience

10+ Years

Level

Management

Education

B.S. in BA

Description :

1. Managed customer purchase orders via ERP and email, ensuring timely and accurate entry.
2. Coordinated with 3PLs to guarantee on-time and complete order shipments.
3. Monitored inventory levels to ensure full order fulfillment and prevent short shipments.
4. Negotiated with carriers to secure optimal shipping rates and maintain strong relationships.
5. Scheduled delivery appointments to meet customer requirements for timely shipments.
6. Delivered exceptional customer service, maintaining open communication with clients.
7. Ensured timely and accurate shipment of samples for potential buyers.

Experience

5-7 Years

Level

Executive

Education

B.S. in BA

Description :

1. Collaborated with cross-functional teams to align sales strategies and marketing initiatives, enhancing brand messaging.
2. Developed strategic sales plans utilizing advanced sales tools to improve customer relationships and service quality.
3. Managed proposal efforts at corporate headquarters, supporting remote sales teams with tailored solutions.
4. Partnered with regional sales teams to create comprehensive account development plans for high-value opportunities.
5. Identified areas for cost reduction and efficiency improvements, contributing to increased profit margins.
6. Trained new sales personnel on operational procedures, ensuring adherence to best practices and company standards.
7. Analyzed sales data to inform strategic marketing initiatives, driving targeted campaigns and improved sales outcomes.

Experience

10+ Years

Level

Management

Education

BBA