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Sales Operations Assistant

LaSalle Network

Location: Pottstown, Pennsylvania
Type: Non-Remote
Posted on: April 15, 2024
LaSalle Network has partnered with a leader in the utilities industry in their search for a The Sales Operations Assistant. This role is responsible for supporting the sales team in order to meet sales objectives for the company. The Sales Operations Assistant is responsible for generating weekly sales reports including opportunities, sales and forecasting. The individual will work closely with the regional business development managers assisting them with record-keeping and administrative functions.
Sales Operations Assistant Responsibilities:
• Develop Monthly Sales Reports, utilizing Salesforce and Excel to track sales Reports will include opportunities, awards and losses, forecasting and Hit Rates
• Conduct weekly meetings with the sales team to ensure forecasting is up to date and accurate
• Manage weekly bid / no bid meetings
• Account manager for Salesforce. Maintain user accounts, enter new customer accounts and maintain current customer contacts
• Develop custom reports as required
• Modify user interface
• Working with Business Development Managers to ensure data in the company ERP system (Vista) is kept current
• Extract and distribute weekly reports on awarded jobs
• Collaborate with sales, product development and other teams to align marketing efforts with overall business objectives
• Support the sales department with other administrative duties as requested
• Contact customers when necessary to obtain missing information to support sales
• Direct incoming sales calls to the responsible individual within the organization
Sales Operations Assistant Requirements:
• Bachelor's degree in a related field or equivalent work experience
• Experience with MS office with a good understanding of Excel in particular
• Experience with Salesforce
• Understanding of sales performance metrics
• Excellent organizational and multitasking skills
• Team player
• Ability to work under deadlines
If you are interested in this position and meet the qualifications, please apply today!
Thank you,
Joanna Bonds
Unit Manager
LaSalle Network