Sales & Operations Analyst

Posted 4 Days Ago
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Santa Ana, CA, USA
In-Office
Mid level
Food • Retail • Manufacturing
The Role
Provides administrative and operational support to sales teams, coordinating quotes, proposals, renewals, customer accounts, inventory, forecasts, and sales reporting. Collaborates with demand planning, production, finance, logistics, procurement, and other departments to manage inventory risks, develop demand plans, validate forecasts, resolve customer issues, and track performance against targets.
Summary Generated by Built In
Job Summary & Responsibilities

General Purpose

Provide administrative and operational support directly to a sales team to assist in achieving sales targets. Collaborate with the sales team to ensure the timely and accurate processing of sales-related tasks. Coordinate activities between the sales representatives, customers, and various internal departments. Support the successful implementation of new accounts and ongoing account service to customers. Handle a wide variety of sales support activities as a result of full understanding of sales process and operational knowledge. Function as a go-to resource and provide assistance to team members. Monitor, and coordinate inventory status reports and proactively approach supply shortages, stock outs, and communicate accordingly cross functional management team.

Job Duties and Responsibilities

  • Collaborate with demand, supply and production planners on inventory availability for customer orders
  • Develop action plans to resolve excess and “stranded” inventory levels working closely with sales, finance, and other planning teams to mitigate financial impacts
  • Analyze and prevent aging inventory of finished goods
  • Prepare and document all quote, proposal, submission, or contract information as directed in designated system, ensuring information is properly updated to reflect all account activity
  • Perform required follow ups to ensure timely completion of quotes and delivery of proposals
  • Remarket renewals, contact customers, create renewal proposals, and handle other renewal activities in coordination with sales
  • Complete all necessary paperwork, ensuring proper signatures, and provide completed paperwork to appropriate group within established timeframes
  • Maintain organized records of leads, sales activities, customer interactions (inbound or outbound), and communications in designated system, ensuring information is accurate, comprehensive, and up to date
  • Liaise with other departments or escalate to supervisor to address customer concerns and ensure effective problem resolution
  • Create sales reports (customer inquiries, sales trends, customer complaints, delivery or service problems, reasons for product returns, etc.), forecasts, and performance analyses for the sales team
  • Maintain updated knowledge of the company's products and services to address customer inquiries effectively
  • Coordinate activities with the sales organization, facilitating the sales planning process to achieve agreed upon business goals.
  • Develop demand plans for various segments of the business
  • Provide accurate forecasts that maximize customer satisfaction, meet sales goals, and allow for cost-effective distribution. Actively and clearly communicate with the sales team and strategic accounts to validate current forecast and report any deviations. Provide forecasts of anticipated demand for new and/or proposed new products, working with sales and marketing as appropriate
  • Support team with management of forecasting tools and financial systems
  • Recommend procedures, work instructions, and metrics. Use a collaborative approach to obtain buy-in on forecasts and demand plans
  • Produce and/or develop reporting as required by business
  • Track and reconcile metrics versus established target

The requirements herein are intended to describe the general nature and level of work performed by employee, but is not a complete list of responsibilities, duties, and skills required. Other duties may be assigned as required.

Preferred Qualifications

Education and Experience

  • Undergraduate degree or equivalent combination of education and practical work experience
  • 2 to 5 years related experience

Knowledge, Skills, and Abilities

  • Proficient knowledge of and skill with Microsoft Office Suite and company computer systems
  • Understanding of production capacities, constraints, and cost/service trade-offs
  • Skill in analytical thinking and problem solving
  • Able to communicate clearly and effectively, both verbally and in writing, for a diverse range of internal and external audiences
  • Able to elicit cooperation from variety of sources, including management, production planning, quality teams, logistics, procurement, etc.
  • Able to handle challenging or conflict situations with tact and professionalism
  • Able to prioritize and meet deadlines
  • Able to manage multiple various projects with sense of urgency
  • Able to work collaboratively with employees in a variety of departments
  • Able to organize time, energy, and resources effectively to achieve goals (organizational skills)
  • Able to consider both strategic and practical implications for proposed course of action
  • Must be able to read, write and speak English


An Equal Opportunity Employer including Disabled/Veterans

Skills Required

  • Undergraduate degree or equivalent combination of education and practical work experience
  • 2 to 5 years of related experience
  • Proficiency with Microsoft Office Suite and company computer systems
  • Understanding of production capacities, constraints, and cost/service trade-offs
  • Analytical thinking and problem-solving skills
  • Clear and effective verbal and written communication skills
  • Ability to obtain cooperation from management, production planning, quality, logistics, procurement, and other teams
  • Ability to handle challenging or conflicting situations tactfully and professionally
  • Ability to prioritize tasks and meet deadlines
  • Ability to manage multiple projects with a sense of urgency
  • Ability to work collaboratively across departments
  • Strong organizational and resource-management skills
  • Ability to evaluate strategic and practical implications of proposed actions
  • Ability to read, write, and speak English
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The Company
HQ: Santa Ana, CA
500 Employees

What We Do

Stremicks Heritage Foods is a family-owned business dedicated to producing high-quality dairy and non-dairy beverages. Operating three state-of-the-art facilities, they utilize Extended Shelf Life (ESL) technology to create a diverse range of products, including organic milk, soy, rice, and almond beverages, as well as juices and nectars. The company also provides private label manufacturing and distribution services for various high-profile brands.

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