Industrial Sales Operations Specialist

Industrial Sales Operations Specialist

As our Industrial Sales Operation Specialist, you will support delivery of sales in line with order intake budget and forecast commitments. Work with Director of Sales & Marketing, Industrial Sales Manager, Inside Sales Manager, Sales Account Managers, Business Development Managers and other Sales Specialists to maximize sales success by providing operational support in key areas: digital tools and CRM, forecasting and pipeline, price lists. You will have the ability to effectively engage with Order Management, Operations Management & Engineering Teams to facilitate actions required to support bid & proposal process including monitoring and assisting to close open items within the timeframe required to meet customer objectives. As well as deliver winning quote, proposal, and bid packages.

Your Challenge

Bids & Proposals

• Preparation of quotations & proposals utilizing Syteline ERP & CRM Systems.
• Tracking of and Customer follow-up on CRM Opportunities/Quotations through closure and responsible for updating CRM accordingly.
• Establish and manage effective working relationships with customers, peers, and business teams to create winning strategies for specific opportunities.
• Plan, develop, prepare, publish, and deliver winning sales proposals.
• Drive delivery of commercial contributions including NDAs, terms and conditions, guarantees.

Customer Satisfaction

• Deliver customer satisfaction through timely delivery, communication, and support.

Analytics, Reporting & Forecasting

• Operate within the sales calendar, undertake analyses of available data (market segments, customers, CRM, delivering performance, KPIs, sales visits, forecasts, and variances) and produce insights for head of sales, sales account managers, and wider business.
• Maintains and monitors digital tools and CRM for completeness and validity of dashboard information.
• Drives quality in pipeline management and maintains and shares an accurate order intake forecast.

General

• Comply with company policies and procedures.
• Represent the business, its values and message with all customers, suppliers, and other groups.

What You Bring

Mandatory

• Degree in business, sales, engineering, scientific discipline or equivalent demonstrable industry experience
• Multiple years of demonstrable experience in Sales Operation function or equivalent demonstrable industry experience
• Multiple years of experience working in a technical sales or applications role, preferably in an instrument and controls environment
• Familiarity with ERP (Syteline preferred), CRM, Power BI or similar sales operations tools
• Ability to prepare / manage detailed technical and commercial proposals
• Technical aptitude with capability to read and understand technical specifications and drawings
• Ability to travel (expected to be less than 20% of time) to deliver business and personal objectives

Preferred

• Proficient in or familiar with Enterprise Resource Planning (ERP) software
• Ability to perform data analysis using tools such as SQL, Power BI, and Excel

Essential Functions

• Ability to prepare / manage detailed technical and commercial proposals ranging in size from a few thousand dollars to several million
• Proficient in Microsoft Office applications, especially Word, Excel, Outlook, and PowerPoint

Personal Requirements

• Confidence in own abilities to deliver
• Ability to remain focused on key objectives
• Ability to learn quickly and absorb information critical to our customers and our success
• Commercially aware and able to negotiate win – win outcomes
• Demonstrable track record of working collaboratively in a matrix organization with Sales Account Managers
• Listening, fully understanding, and capturing customer needs and requirements
• Excellent presentation, interpersonal and communication skills

Benefits: Paid Time Off, 401K with Employer Match and Profit Sharing, Health and Wellness Benefits, Learning and Development Opportunities, Referral Program, Competitive Pay, Recognition, Employee Stock Purchase Plan, Inclusive & Supportive Culture

Location: Round Rock, TX (onsite)