Sales Operations Specialist

Posted Yesterday
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Eagle, ID, USA
In-Office
Mid level
Marketing Tech • Sales
The Role
Manages sales operations, client promotional plans, contract submissions, new item maintenance, EDI orders, claims, deductions, and customer communications. Supports sales presentations, client planning sessions, and collaboration with sales and analytics teams. Improves workflows, coordinates projects, prioritizes assignments, and maintains accurate administrative processes. The role requires strong communication, organization, customer service, Microsoft Office proficiency, and occasional travel.
Summary Generated by Built In

Sales Operations Specialist

                       

Employee Philosophy

Each employee should treat RecorGroup as their own, to take responsibility for their work, be willing to learn & grow and to foster & enhance the culture of the organization.  RecorGroup’s goal is to create an environment that allows people to maintain work-life-balance, to thrive and be satisfied in their career.

Position Overview

As a sales operations specialist, you will play a critical role in ensuring the accurate execution of sales strategies and administrative functions within the organization. You will work closely with the sales team, clients, and retailers to increase efficiency, streamline workflow, and drive revenue growth.

Essential Functions

Client Operations:

  • Oversees client promotional plans, including contract submission, updating and maintaining the promotional planner, and ensuring clear communication throughout the process
  • Manages the submission and maintenance of customer new items
  • Establishes a workflow process to manage and deliver contract requests to business managers in a timely manner
  • Interfaces with manufacturer customer service teams
  • Supports the team in managing client relationships, ensuring smooth communication and execution of sales strategies
  • Manages EDI order processing
  • Manages claims and deduction management
  • Assists in creating sales presentations
  • Works within client’s proprietary systems
  • Provides support during client planning sessions, ensuring alignment between brand partners and retailers

 Executive Operations:

  • Collaborates with sales and analytics departments to deliver results to clients and customers
  • Completes projects and special assignments by establishing objectives; determining priorities; managing time; gaining cooperation of others; monitoring progress; problem-solving; adjusting plans
  • Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations
  • Identifies opportunities to streamline sales operations processes, reducing inefficiencies and improving workflow
  • Takes ownership over accomplishing new and different requests
  • Explores opportunities to add value
  • Performs other duties as required.

Knowledge, Skills & Abilities

Education & Experience Required

  • Position requires a High School Diploma and 3 years of administrative experience
  • Bachelors degree in business or related field is preferred
  • Or, a combination of education and experience necessary to perform the essential functions of the job.


Knowledge, Skills & Abilities

  • Strong oral and written communication skills
  • Strong customer service skills
  • Requires competency with Microsoft Office programs for documents, spreadsheets and presentations
  • Ability to manage and prioritize competing demands
  • Strong organizational skills and attention to detail

Physical Demands & Environment

This position works in an office environment, indoors subject to fluctuations in temperature (indoor climate control) with moderate noise level and lighting.  This position has the following physical demands and incumbents must be able to perform the essential functions of the job with or without reasonable accommodation.

  • Sufficient mobility to move around the office
  • Ability to use hands for grasping files, papers, notebooks, writing implements, etc.
  • Visual acuity sufficient to read documents on paper and on the computer
  • Sitting at a desk for up to 8 hours at a time
  • May lift up to 20 lbs. 

Travel Requirements

This position will travel occasionally

 

Disclaimer:

Incumbent must perform the essential duties and responsibilities with or without reasonable accommodation efficiently and accurately without causing a significant safety threat to self or others.  The above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification.  They are not intended to be construed as an exhaustive list of all responsibilities, duties, and/or skill required of all personnel so classified.  This job description is not an employment agreement and/or an expressed or implied employment contract.   Management has the exclusive right to alter this job description at any time without notice.

 

Skills Required

  • High school diploma
  • Three years of administrative experience
  • Strong oral and written communication skills
  • Strong customer service skills
  • Competency with Microsoft Office programs for documents, spreadsheets, and presentations
  • Ability to manage and prioritize competing demands
  • Strong organizational skills and attention to detail
  • Bachelor's degree in business or a related field
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The Company
HQ: Boise, ID
25 Employees
Year Founded: 2015

What We Do

RecorGroup is a customer focused sales & marketing agency who prioritizes our partners business, helping them reach their true sales potential through trusted, data & insights driven partnerships. We focus solely on Albertsons & WinCo foods - it's one small part of the massive competitive advantage we provide our clients. Based here in Boise, ID - we are in the backyard of one of the largest national grocery retailers in the US. We've dedicated our business to being the absolute experts in all things Albertsons and WinCo Foods. This level of expertise is simply not matched. The outdated national broker model no longer fits the needs of todays leading CPG brands. RecorGroup is set out to redefine our industry by doing what we say we will do, utilizing best-in-class data analytics and being true partners.

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