Sales Operations Specialist

• Develop Customer-Facing Sales Materials & Presentations: Create polished and professional sales decks, proposals, and other collateral to support customer meetings and sales initiatives
• Collaborate with the sales team to tailor materials to specific customer needs and industry trends
• Ensure consistency in branding and messaging across all customer communications
• Generate Ad-Hoc Reports & Analysis for Sales Strategy: Provide data-driven insights to assist sales representatives and managers in making informed decisions
• Prepare reports on customer purchasing behavior, market trends, and account performance
• Support account strategy by compiling key metrics and assisting with customer visit preparation
• Handle Quote & Accounting-Related Escalations: Act as a point of contact for urgent pricing, invoicing, and financial concerns when Sales Managers are unavailable
• Work closely with the accounting and finance teams to resolve billing discrepancies, credit holds, or other transactional issues
• Monitor & Manage Customer Credit Limits: Proactively track customer credit limits and identify potential issues before they impact sales
• Work with customers and the internal finance team to address and resolve credit-related challenges
• Communicate with Sales Managers about any credit risks or opportunities for proactive intervention
• Coordinate Customer Onsite Visits: Schedule onsite customer visits and ensure all necessary materials and presentations are prepared in advance
• Assist in organizing customer meetings, trade shows, and other sales events to maximize engagement and efficiency

• 2-3 years experience in a similar role
• Strong organizational and multitasking abilities
• Excellent communication and problem-solving skills
• Proficiency in Google Suite (Sheets, Docs, Slides)
• Proficient with Salesforce (able to create reports and dashboards)
• Ability to work in a fast-paced environment and manage multiple priorities
• Excellent verbal and written English communication skills

Experience in sales support, account management, or administrative roles is a plus