Sales Operations Specialist / Analyst

PennEngineering®Toms River, NJ
2dOnsite

About The Position

At Heyco, we innovate and collaborate to make the world a better place. You can contribute to work that matters with a company where diversity, equity and inclusion are shared values. We’re committed to fostering an environment for every employee that’s welcoming, respectful and inclusive, with great opportunity for professional growth. Find your future with us. Heyco, a PennEngineering company, is seeking a motivated and excited individual to be a part of the Products Sales Team. As the Sales Operations Specialist / Analyst at Heyco, you’ll collaborate with teams that do truly amazing things. Heyco, founded in 1926, is an industry leading manufacturer of components for the industrial, electronic, HVAC, energy industries and beyond. The Sales Operations Specialist / Analyst supports the functions essential to productivity, efficiency, and automation of sales operations. These accountabilities include reporting, data analytics, sales process support, sales program execution, and business intelligence reporting, and assisting with operational initiatives. Join us as we build the future in Manufacturing and Engineering!

Requirements

  • BA/BS in Business, Marketing Research or Statistics is preferred.
  • Three to five years of data mining/data analysis
  • Experience with ERP systems and CRM (i.e., HubSpot)
  • Strong analytical and communication skills
  • Excellent PC skills including MS Access, Excel, and PowerPoint

Responsibilities

  • Support and maintain sales operations processes including sample ordering, order management, customer segmentation, pricing support, quoting, and lead management.
  • Analyze sales and customer data to prepare recurring reports that track performance, trends, and activity.
  • Maintain accurate CRM records, including customer data, opportunities, and pipeline reporting.
  • Run and distribute monthly sales, commission, and channel partner POS reports.
  • Assist with sales forecasting by gathering, validating, and organizing data; prepare supporting materials for quarterly business reviews and leadership meetings.
  • Maintain sales databases and channel partner point-of-sale data to support reporting and forecast accuracy.
  • Work closely with the field sales team to understand day-to-day operational needs and provide timely support.
  • Execute sales operations initiatives and process improvements as directed by sales leadership.
  • Create, update, and maintain sales documentation including SOPs, job aids, templates, and standard reports.
  • Coordinate and support the execution of sales campaigns and promotions with channel partners.
  • Provide training and ongoing support to sales team members on CRM usage, reporting tools, and sales operations processes.
  • Prepare reports, dashboards, charts, and PowerPoint presentations using data from CRM, POS, and ERP systems.
  • Support planning and logistics for sales meetings, customer events, and trade shows.
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