Sales Operations Specialist

Addtronics • West Chester, OH

8h

About The Position

As a Sales Operations Specialist at Bow Robotics, you will play a critical role in optimizing sales processes, managing data, and supporting strategic decision-making. You will be integral to enhancing our sales processes and driving data-driven decision-making. Reporting to the in-data analysis and business analysis will support forecasting and process improvement initiatives. Reporting to the President, you will leverage Salesforce to create reports, dashboards, and forecasts that drive efficiency and performance. You will also handle quoting and invoicing daily, ensuring seamless sales operations. Your strong organizational and analytical skills will enhance collaboration across teams and contribute to the company's overall growth.

Requirements

• Experience in creating reports, building dashboards, and managing quoting processes in Salesforce.
• Strong ability to process daily quotes and invoices with accuracy.
• Ability to analyze data using pivot tables, formulas, and financial modeling.
• Strong organizational skills with high accuracy in managing sales data.
• Ability to interpret financial data, track revenue, and support financial reporting.
• Ability to collaborate across multiple teams effectively.

Nice To Haves

• Background in sales support, analytics, or operations is a plus.

Responsibilities

• Analyze and refine sales processes to improve efficiency and effectiveness.
• Generate and process quotes and invoices daily within Salesforce, ensuring accuracy and timeliness.
• Maintain and update Salesforce, ensuring accurate customer, sales, and financial data.
• Build, manage, and analyze Salesforce reports and dashboards to provide insights on sales performance, pipeline health, and revenue forecasting.
• Assist with revenue tracking, sales forecasting, and commission calculations.
• Work cross-functionally with sales, marketing, and finance teams to align objectives and streamline operations.
• Assist in onboarding and training sales team members on Salesforce and sales processes.

Benefits

• 401(k) with 4% match
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance
• Bonus Eligibility

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed