Key skills
CRMLeadershipProject ManagementCommunicationCollaborationSales
About this role
Role Overview
- Sales Process & Infrastructure Design: implement and improve sales processes for new business development
- Systems Management & Enablement: Own CRM administration and implement tools for prospecting and client engagement
- Pipeline Management & Forecasting: Build dashboards for leadership visibility into pipeline health
- Pricing, Quoting & Vendor Coordination: Develop pricing guidelines and ensure quotes are accurate
- Operational Support for New Business Unit: Identify and eliminate bottlenecks in the sales cycle
- Data Analysis & Performance Reporting: Analyze sales performance and produce reporting packages for leadership
- Cross-Functional Collaboration: Partner with Finance and other teams for seamless execution of new client onboarding
Requirements
- 5+ years of experience in Sales Operations, Revenue Operations, or Business Operations
- Experience in promotional products, marketing services, branded merchandise, or similar industry with product sourcing and vendor coordination
- Strong knowledge of CRM platforms and reporting/dashboard tools
- Exceptional analytical skills with the ability to turn data into insights and actionable recommendations
- Strong process design and project management capabilities
- Excellent communication skills and ability to influence without authority.
Benefits
- nationwide coverage for Medical, Dental, Vision, Life, and Disability insurance
- additional Voluntary Benefits
- 401(k) Retirement Savings Plan
- Health Savings Accounts (HSA)
- Flexible Spending Accounts (FSA)