Sales Operations Specialist - National Accounts
About The Position
The National Accounts Sales Operations Specialist is responsible for coordinating and supporting the day-to-day operations of our National Accounts program, which serves large national home improvement retailers (referred to in our industry as "Home Centers"). This role serves as the primary operational link between our Sales and Operations teams and our national retail partners, ensuring product and pricing information is accurate, orders and deliveries stay on schedule, and customers receive timely, proactive communication. The ideal candidate is highly organized, a strong problem-solver, and thrives in a fast-paced, collaborative environment.
Requirements
- Minimum of 2 years of experience in sales operations, sales support, order management, or a related role.
- Strong attention to detail and accuracy, especially when working with pricing and product data.
- Excellent written and verbal communication and customer service skills.
- Strong organizational and problem-solving skills, with the ability to manage multiple priorities and meet deadlines.
- Proficiency in Microsoft Office Suite, especially Excel, including VLOOKUPs and everyday data tasks such as sorting, filtering, and updating large spreadsheets.
- Ability to work independently and collaborate effectively across departments.
Nice To Haves
- Experience with Home Center vendor portals, item setup, and retail product data requirements is preferred but not required.
- Familiarity with EDI, chargebacks, deductions, and invoice matching is a plus.
- Experience with ERP (Enterprise Resource Planning) or order management systems is a plus.
Responsibilities
- Review and verify incoming Home Center orders, confirming product, pricing, quantities, and delivery details, and serve as the primary point of contact for internal teams on these orders.
- Manage Coastal's product listings within each retail partner's online vendor portal, including setting up new items, removing discontinued items, and maintaining product images and details.
- Monitor Electronic Data Interchange (EDI) transactions, the system retailers use to send purchase orders and receive invoices electronically, and resolve errors or data mismatches to prevent order and payment delays.
- Communicate price changes to Home Center partners and keep item catalogs and price files accurate and up to date.
- Enter and process customer orders, and coordinate product returns with the Operations and Sales teams.
- Initiate process for chargebacks, account credits, and match invoices for resolution by the Finance team.
- Serve as the main point of contact between Operations and customers, providing delivery updates.
- Assist with lead-time analysis to provide customers with accurate order and delivery timelines.
- Identify opportunities to improve workflows, increase efficiency, and strengthen accuracy across National Accounts processes.
- Build collaborative relationships with retail partners and internal teams, representing Coastal with professionalism in every interaction.
Benefits
- Paid Time Off: 120 hours (available upon hire)
- Medical, Dental, and Vision Benefits
- 401(k) Retirement Savings Plan with 4% Company Match
- Company-Paid Holidays, Disability Benefits, FSA Benefit
- Employee Discount on Building Materials, Employee Assistance Program
- Additional Voluntary Benefits available, such as Long-Term Disability, Accident Insurance, & Critical Illness Insurance
- On-site fitness center & golf simulator
- Product training and professional development opportunities
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
