Sales Operations Specialist

Duties and Responsibilities

• Assist the sales and service organization in processing software, professional services and support opportunities
• Develop and champion workflow processes associated with sales and service
• Assist in architecting customizations for business management tools
• Recommend best practices to the sales and service team around business management systems use
• Support and maintain FCC process
• Coordinate the requirements and oversee the development of sales and service reporting within the business management tools.
• Maintain information flow between the systems to ensure that information is being captured efficiently
• Will actively participate in training sales and service personnel in business management tools
• Provide back up for inbound sales administrative duties
• Champion special projects as needed
• Research firms to identify contacts and process for getting specified
• Analyze firm information with a focus on architects, electrical engineers and contractors
• Identify top firms participating in public construction projects and look at pre-bid, bid and post bidding data and share pertinent information with the sales team.
• Serve as the resident expert in our business intelligence tool to determine products specified and study competitive landscape
• Provide the outside sales team with customer and prospect information for regional trips in relation to the competition, firm affiliations, and historical specification data via the bid construction projects and BI analytics tools.

 Competencies/Skills Required

• Ability and willingness to be part of a team, which includes working together cohesively towards a common goal, creating a positive work atmosphere and supporting each other to combine individual strengths to enhance team performance
• Speak and write clearly and articulately. Maintains this standard in all forms of written communication, including e-mail
• Excellent phone skills
• Knowledge of system workflow processes and procedures
• Takes initiative accomplishing multiple projects and details simultaneously
• Ability to analyze data to determine if there is value to it
• Ability to maintain confidentiality both within and outside of the company
• Ability to readily isolate, evaluate and solve problems with sound judgment
• Good organizational/follow-through aptitude
• Must be committed to accuracy, strong attention to detail
• Ability and discipline to follow all company policies including safety policies and procedures
• Efficient computer skills in HubSpot, American Time Website, CRM & ERP systems
• Ability and discipline to follow all company policies including safety policies and procedures