Operations Specialist

Operations Specialist

Santa Barbara, CA

We are currently hiring for an Operations Specialist to join our sales team! This position will be responsible for sales data analytics. This individual should be self-motivated as well as team-oriented.

Responsibilities:

  • Running reports out of internal CRM system which include pipeline projecting reporting, sales performance reporting and other ad hoc reporting needs
  • Assist with sales criteria realignments
  • Assist in creation and maintenance of sales tools such as Price Guide, Lead Criteria, Custom reports and other items as required
  • Assist in new hire setup
  • Assist with internal training
  • Data maintenance of internal CRM system
    • Monitoring past due opportunities
    • Assigning orphaned opportunities
    • Status and Product Line misalignment investigation
    • Data aggregation review monthly
    • Unapproved sales order
    • Cleaning assigned companies from terminated employees
    • Assist business development in tradeshow list de-duplication for lead entry
    • Day-to-day sales operations, various projects

Requirements:

  • Bachelor’s degree in Statistics, Information Science, or related field
  • Technical ability
  • Detail-oriented
  • Proficiency with Microsoft Excel and Outlook
  • Experience with Microsoft PowerPoint and Word a plus
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Location

Santa Barbara, CA

Business Unit
Corporate
Department
Sales
Employment Type
Employee- Full Time