Sales operations assistants are tasked with supporting their company’s sales operations teams in various areas, such as marketing, product placement, advertising, and special promotions. They must make sure that their company’s customer relationship management (CRM) data is accurate and also manage revenue and performance metrics.
These assistants may occasionally approve sales proposals and must ensure that all company sales procedures and policies are followed by sales staff and supervisors. They may help update and document their company’s sales procedures and policies and must always stay up-to-date with product and service trends in their industry. They are generally responsible for daily support of the company’s product distributors by providing relevant sales and marketing materials and are are required to run regular sales reports on an ad-hoc basis. Together with human resources, sales operations assistants may be involved in interviewing and hiring new sales staff and also support administrative work in their company’s sales department.
Sales operations assistants must be able to use CRM software, and proficiency in Microsoft Office programs may also be required. Strong customer service and communication skills are also important, and candidates should have a bachelor’s degree in business, marketing, sales management, or a related field and one to two years of professional experience. They may attend training classes, workshops, and conferences after being hired.
Sales Operations Assistant Tasks
Track performance metrics like terminations, prices, and profits.
Update organizational information sources with daily, weekly, monthly, and annual data.
Manage a key operational business process like documentation or orders.