Sales Operations Specialist

Dealer Tire

8d • $74,000 - $82,000 • Remote

About The Position

The Sales Operations Specialist serves as the sales operations partner for the Foundation sales organization, owning dealer and agent onboarding, amendments, escalations, and contract follow-up. The role exercises independent judgment to prioritize competing requests across 14 field sales associates, make day-to-day decisions within established authority levels, and escalate matters with significant financial or relationship impact. It is the primary liaison between Foundation sales and internal departments including PMO, F&I Administration, Claims, Accounting, and Risk, ensuring timely resolution of dealer, agent, claims, and accounting-related matters.

The position manages dealer and agent submissions from review through setup, assesses amendment and pricing changes, coordinates onboarding and training, maintains account and territory data, and supports field sales with escalations, reporting, product information, and customer meeting preparation. It also coordinates past-due account follow-up with Accounting, supports PCRS remittance inquiries and month-end close activities, and monitors pending contracts through resolution.

The role requires 3 or more years of experience in sales support, sales operations, or account administration. A bachelor’s degree is preferred, or an equivalent combination of education and experience. The work includes continuous computer use, prolonged sitting, and travel as needed, up to 10%.

Requirements

• At least 3 years of experience in sales support, sales operations, or account administration.
• Experience supporting a field sales organization in a fast-paced environment.
• Knowledge of automotive finance, lending, F&I, or service business.
• Understanding of dealer and agency agreements, pricing models, commissions, and state form requirements.
• Experience using Salesforce or comparable CRM platforms.
• Ability to manage multiple priorities and competing deadlines.
• Strong written and verbal communication skills.
• Ability to work independently in a remote environment.
• Sound independent judgment on matters affecting customer relationships, revenue, and contract compliance.
• Strong attention to detail and follow-through.
• Ability to build effective working relationships across departments.
• Skills with Salesforce, PCRS, Power BI, PowerPoint, Bynder, and Microsoft Office Suite.
• Data analysis and reporting skills.
• Presentation and training delivery skills.
• Customer service and relationship management skills.
• Project coordination skills.
• Organization, time management, problem-solving, and critical-thinking skills.
• Ability to travel as needed, up to 10%.
• Must pass a pre-employment drug screening.

Nice To Haves

• Bachelor’s degree, or an equivalent combination of education and experience.
• Experience in the automotive, F&I, warranty, or dealer services industries.
• Advanced knowledge of Salesforce reporting and CRM administration.
• Experience using Power BI and business intelligence tools.
• Previous experience supporting remote field sales teams.
• Experience delivering product or system training.

Responsibilities

• Own dealer and agent submission processes, assess agreement completeness and compliance with pricing and state form requirements, and manage submissions through PMO setup completion.
• Evaluate amendment requests, approve routine amendments for processing, and route non-standard amendments with a business-impact assessment to sales leadership.
• Review pricing, commission, and markup changes for consistency with agreements and rate cards, resolve discrepancies, and coordinate adjustments and technical issues with PMO.
• Request new PCRS credentials and track dealer accounting and F&I credential status and agency credentials.
• Manage dealer and agent onboarding from executed agreement through implementation and launch.
• Deliver PCRS training and onboarding materials, including PowerPoint presentations, and conduct remote training when needed as a bridge until field representatives can travel.
• Serve as Foundation’s primary liaison with PMO and coordinate workbook activities with Risk and sales leadership.
• Coordinate and distribute requested rate cards and provide kick-off documentation and executed agreements to agents and field sales partners.
• Maintain activity records on Salesforce agent and dealer accounts; manage account status and terminate lost dealers and agents so Salesforce and PCRS records remain accurate.
• Contribute to quarterly goals and objectives.
• Administer Foundation dealer, district, and regional alignments, implementing changes requested by the VP and Director of Sales.
• Maintain dealer and territory assignments in Salesforce and coordinate annual regional alignment updates for budgeting and reporting.
• Partner with Sales, Accounting, Finance, and Business Systems to maintain data integrity and reporting accuracy; evaluate and implement process improvements for assignment management.
• Serve as primary liaison for dealer and agent claims escalations, coordinating requests received directly or through field representatives.
• Assess escalation priority and resolution approach, resolve matters within established guidelines in partnership with Claims, and escalate significant financial or relationship-impact matters to the Director of Sales.
• Communicate escalation status to agents and field sales, and track escalation activity in Salesforce through closure.
• Determine dealer and agent eligibility for Claims portal access and provide credentials upon request.
• Analyze recurring escalation, onboarding, and contract issues and recommend or implement process improvements with PMO and internal departments.
• Act as the primary internal support contact for field sales escalations and coordinate communication and workflow between field sales and internal departments.
• Support field sales with reporting, product information, customer meeting preparation, and training activities; prioritize competing requests based on urgency and business impact within sales leadership priorities.
• Analyze sales, contract, and activity metrics in Power BI and Salesforce and provide recommendations to sales leadership on agent follow-up, territory priorities, and resource allocation.
• Monitor customer service and sales issues through resolution and maintain working knowledge of SVP and white-labeled programs to support field sales inquiries and dealer installations.
• Determine follow-up priority and approach for past-due accounts identified by Accounting, considering aging, account value, and relationship risk.
• Review and clarify aged accounts receivable balances with Accounting and coordinate communications with agents and field sales representatives regarding past-due accounts.
• Report follow-up outcomes to Accounting; support communication and follow-through while Accounting retains ownership of accounts receivable.
• Escalate unresolved account issues to the Director of Sales and support PCRS remittance inquiries and month-end close activities.
• Run and distribute pending contract reports from PCRS, communicate pending contract status, and drive corrective action for pending or inactivated contracts to protect month-end results.
• Provide contract status updates and reporting to sales leadership and support month-end close through timely contract administration and follow-through.
• Perform other duties as assigned.

Benefits

• Paid time off
• Medical insurance
• Dental insurance
• Vision insurance
• 401(k) match: 50% on the dollar up to 7% of employee contribution
• The total compensation package may include commission, bonus, or profit sharing.
• Sign-on bonus may be available subject to applicable laws and terms and conditions.

What This Job Offers

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