Sales Operations Improvement Lead

Role Overview

The Sales Operations Improvement Lead leads sales order process improvement and supports reliable, efficient execution across the sales order management process. This role identifies opportunities to simplify and standardize ERP processes, leads improvement projects from discovery through implementation, and partners with Sales, Customer Service, Production Planning, Warehouse, Finance, IT, Legal and other teams to deliver sustainable solutions.

What You Will Do

The Sales Operations Improvement Lead will identify and manage process improvement projects, analyze order-entry and fulfillment workflows, document current-state and future-state processes, and coordinate cross-functional collaboration to align requirements and implement process improvements.

Why It Might Be a Fit

This role requires a strong leader with experience improving business processes and coordinating cross-functional projects, as well as hands-on experience with an ERP system and sales order workflows.

Requirements

• Bachelor’s degree in Business, Supply Chain, Operations, Information Systems, or a related field
• At least 5 years of experience in sales operations, order management, customer service operations, supply chain, accounting or a related business operations role
• Demonstrated leadership skills and experience improving business processes and coordinating cross-functional projects
• Hands-on experience with an ERP system and sales order workflows, including order entry, order changes, fulfillment coordination, or issue resolution
• Experience supporting system testing, such as developing test scenarios, performing user acceptance testing, tracking defects, or validating fixes
• Strong Excel skills, including pivot tables, lookups, data organization, reporting, and analysis
• Strong project coordination skills, including the ability to manage timelines, document requirements, track issues, and move work forward across multiple teams
• Familiarity with accounting and ERP systems and implementation of the same

Tagged as: Excel, Project Management