Sales Operations Specialist

Hotaling & CO.•San Francisco, CA

1d•$86,000 - $92,000•Hybrid

About The Position

The Sales Operations Specialist supports the day-to-day execution of sales and operational processes while helping improve the systems, reporting, and workflows that support the business. This role serves as a key resource across Sales, Finance, Supply Chain, and external partners, ensuring data accuracy, efficient processes, and timely resolution of operational issues. This is a hybrid role. The ideal Sales Operations Specialist is analytical, detail-oriented, and comfortable working with a mix of established and evolving business processes. This person should enjoy solving problems, working with data, and finding practical ways to improve how work gets done.

Requirements

Advanced Microsoft Excel skills, including pivot tables, lookups, filtering, and data analysis.
Strong attention to detail and commitment to data accuracy.
Excellent organizational skills and ability to manage multiple priorities.
Strong analytical and problem-solving abilities.
Experience working with ERP systems and business applications.
Comfortable working within a combination of legacy and modern business systems.
Ability to identify process improvement opportunities and implement practical solutions.
Strong written and verbal communication skills.
Ability to work independently and take ownership of responsibilities.

Nice To Haves

Success in this role comes from being dependable, detail-oriented, and proactive.
The right person will be comfortable managing multiple priorities, working across departments, and balancing daily operational responsibilities with ongoing process improvement efforts.
They will be someone others rely on to keep things moving, solve problems, and improve how work gets done.

Responsibilities

Support daily sales operations activities, including order management, pricing administration, and operational requests.
Serve as a primary point of contact for distributor partners and internal stakeholders on operational matters.
Monitor and resolve order issues, aging orders, and process exceptions to support customer service and business objectives.
Coordinate with cross-functional teams to ensure timely resolution of operational issues.
Maintain customer, product, pricing, vendor, and item master data within ERP and related systems.
Ensure data accuracy through ongoing maintenance, validation, and auditing.
Support ERP transaction processing and day-to-day system administration activities.
Participate in system enhancements, testing, implementations, and process changes.
Help identify opportunities to improve system functionality and business processes.
Develop and maintain recurring sales, inventory, operational, and ad hoc reports.
Analyze data and identify trends, issues, and opportunities to support business decisions.
Validate information across multiple systems and investigate discrepancies.
Create and maintain reporting tools, dashboards, and key performance metrics.
Utilize advanced Excel skills to organize, analyze, and present data.
Identify opportunities to improve operational processes, reporting, and workflows.
Support projects focused on efficiency improvements, automation, and process standardization.
Document and maintain standard operating procedures (SOPs) and process documentation.
Assist with cross-functional initiatives aimed at improving operational performance.
Communicate clearly and effectively across departments to resolve issues and support business objectives.
Provide responsive support while maintaining a high level of accuracy and attention to detail.