Sales Operations Process Specialist

Aston Carter•Riverside, CA
•$45 - $52•Onsite

About The Position

The Sales Operations Process Specialist is a temporary role responsible for developing, documenting, and standardizing the processes, procedures, and operational documentation that support the Transit Sales department. This position creates Standard Operating Procedures (SOPs), workflow diagrams, process maps, work instructions, templates, and training materials that establish consistency, improve efficiency, and support the continued growth of the Sales organization. Working under the direction of Sales Operations leadership and in close collaboration with cross-functional teams, this role builds and maintains the operational framework that enables the Sales team to execute work efficiently, consistently, and at scale, culminating in a comprehensive Sales Operations Playbook that serves as the departments central operating guide.

Requirements

  • Bachelors degree in Business Administration, Operations Management, Industrial Engineering, Supply Chain, or a related field is highly preferred, and may be required for potential direct hire conversion.
  • At least 3 years of experience in business process improvement, operations, project coordination, business analysis, technical documentation, or a closely related field.
  • Strong understanding of business process documentation and workflow development, including current-state and future-state analysis.
  • Proven experience creating Standard Operating Procedures (SOPs), work instructions, and process documentation.
  • Demonstrated ability to create SOPs, workflow diagrams, and process maps using tools such as Microsoft Visio, Lucidchart, or similar process mapping software.
  • Proficiency with Microsoft Office Suite, including strong skills in Microsoft Excel with the ability to perform vlookups and create pivot tables.
  • Excellent organizational skills with exceptional attention to detail, ensuring documentation is accurate, consistent, and well-structured.
  • Strong written communication skills with the ability to clearly document complex business processes and translate technical concepts into user-friendly materials.
  • Ability to gather information from multiple stakeholders and subject matter experts and convert it into clear, standardized documentation and workflows.
  • Experience working in or with manufacturing industry environments and familiarity with manufacturing-related processes.
  • Experience with ERP systems and understanding of how ERP data and workflows support Sales Operations.
  • Ability to work cross-functionally with departments such as Finance, IT, Engineering, Sales, and others, demonstrating strong interpersonal and communication skills.

Nice To Haves

  • Experience with continuous improvement methodologies such as Lean, Six Sigma, or similar frameworks is preferred.
  • Training development and the creation of training materials and documentation for process adoption and onboarding.
  • Experience in sales operations or sales operations creation, including reporting and process improvement initiatives.
  • Ability to support change management efforts and help teams transition from informal, tribal knowledge to formalized, documented processes.
  • Comfort working in a newly established role where processes are still being defined, with a focused yet flexible approach.
  • Collaborative mindset and willingness to partner closely with sales leadership and sales coordinators to ensure project success.
  • Professional demeanor with the ability to influence without dominating, working as a team player rather than operating independently without input.
  • Strong problem-solving skills and the ability to identify gaps in existing workflows and propose practical, scalable solutions.

Responsibilities

  • Develop, document, and maintain Standard Operating Procedures (SOPs) for Sales Operations processes across the Transit Sales department.
  • Create detailed process maps, workflow diagrams, swim lane charts, and other visual documentation to clearly illustrate departmental workflows and handoffs.
  • Analyze current Sales Operations processes and cross-functional workflows to identify opportunities for standardization, improved efficiency, and scalability.
  • Document current-state and future-state workflows for sales, quoting, bidding, contract administration, program management, document control, and related business functions.
  • Collaborate with department leaders and cross-functional stakeholders in Engineering, Finance, Purchasing, Production, Warranty, Marketing, Legal, IT, and Sales to validate and implement standardized processes.
  • Ensure all process documentation is organized, version-controlled, and easily accessible to the Sales Operations team and relevant stakeholders.
  • Develop work instructions, templates, checklists, and supporting documentation that improve consistency and clarity in daily operations.
  • Develop and maintain the Sales Operations Playbook, consolidating SOPs, workflows, best practices, templates, work instructions, roles and responsibilities, process documentation, and training materials into a centralized resource.
  • Support change management initiatives related to new processes and organizational improvements, helping teams adopt and sustain updated workflows.
  • Assist with the development of departmental training materials and onboarding documentation for new and existing team members.
  • Recommend process improvements that enhance the efficiency, effectiveness, and scalability of the Sales Operations department and related functions.
  • Gather information and tribal knowledge from subject matter experts, including bid analysts, program managers, and regional sales managers, and translate it into clear, standardized systems and processes.
  • Maintain confidentiality of proprietary company information and customer data at all times.
  • Communicate clearly and professionally with cross-functional departments to ensure alignment and understanding of new processes and documentation.
  • Contribute to building a structured, documented operational environment in a setting that currently relies heavily on informal, word-of-mouth knowledge sharing.

Benefits

  • Medical
  • dental
  • vision
  • Critical Illness
  • Accident
  • Hospital
  • 401(k) Retirement Plan
  • Pre-tax and Roth post-tax contributions available
  • Life Insurance (Voluntary Life & AD&D for the employee and dependents)
  • Short and long-term disability
  • Health Spending Account (HSA)
  • Transportation benefits
  • Employee Assistance Program
  • Time Off/Leave (PTO, Vacation or Sick Leave)
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