Sales & Operations Analyst
About The Position
Provide administrative and operational support directly to a sales team to assist in achieving sales targets. Collaborate with the sales team to ensure the timely and accurate processing of sales-related tasks. Coordinate activities between the sales representatives, customers, and various internal departments. Support the successful implementation of new accounts and ongoing account service to customers. Handle a wide variety of sales support activities as a result of full understanding of sales process and operational knowledge. Function as a go-to resource and provide assistance to team members. Monitor, and coordinate inventory status reports and proactively approach supply shortages, stock outs, and communicate accordingly cross functional management team.
Requirements
- Undergraduate degree or equivalent combination of education and practical work experience
- 2 to 5 years related experience
- Proficient knowledge of and skill with Microsoft Office Suite and company computer systems
- Understanding of production capacities, constraints, and cost/service trade-offs
- Skill in analytical thinking and problem solving
- Able to communicate clearly and effectively, both verbally and in writing, for a diverse range of internal and external audiences
- Able to elicit cooperation from variety of sources, including management, production planning, quality teams, logistics, procurement, etc.
- Able to handle challenging or conflict situations with tact and professionalism
- Able to prioritize and meet deadlines
- Able to manage multiple various projects with sense of urgency
- Able to work collaboratively with employees in a variety of departments
- Able to organize time, energy, and resources effectively to achieve goals (organizational skills)
- Able to consider both strategic and practical implications for proposed course of action
- Must be able to read, write and speak English
Responsibilities
- Collaborate with demand, supply and production planners on inventory availability for customer orders
- Develop action plans to resolve excess and “stranded” inventory levels working closely with sales, finance, and other planning teams to mitigate financial impacts
- Analyze and prevent aging inventory of finished goods
- Prepare and document all quote, proposal, submission, or contract information as directed in designated system, ensuring information is properly updated to reflect all account activity
- Perform required follow ups to ensure timely completion of quotes and delivery of proposals
- Remarket renewals, contact customers, create renewal proposals, and handle other renewal activities in coordination with sales
- Complete all necessary paperwork, ensuring proper signatures, and provide completed paperwork to appropriate group within established timeframes
- Maintain organized records of leads, sales activities, customer interactions (inbound or outbound), and communications in designated system, ensuring information is accurate, comprehensive, and up to date
- Liaise with other departments or escalate to supervisor to address customer concerns and ensure effective problem resolution
- Create sales reports (customer inquiries, sales trends, customer complaints, delivery or service problems, reasons for product returns, etc.), forecasts, and performance analyses for the sales team
- Maintain updated knowledge of the company's products and services to address customer inquiries effectively
- Coordinate activities with the sales organization, facilitating the sales planning process to achieve agreed upon business goals.
- Develop demand plans for various segments of the business
- Provide accurate forecasts that maximize customer satisfaction, meet sales goals, and allow for cost-effective distribution. Actively and clearly communicate with the sales team and strategic accounts to validate current forecast and report any deviations. Provide forecasts of anticipated demand for new and/or proposed new products, working with sales and marketing as appropriate
- Support team with management of forecasting tools and financial systems
- Recommend procedures, work instructions, and metrics. Use a collaborative approach to obtain buy-in on forecasts and demand plans
- Produce and/or develop reporting as required by business
- Track and reconcile metrics versus established target
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
