Sales Operations Analyst

Department: Sales and Credit
Reports To: Sales and Credit Managers
Work Schedule: Monday to Friday, 7:00 AM - 4:00 PM

Job Summary:
The Sales Administrator & Analyst plays a key role in supporting the sales and credit teams through effective management of sales reporting, pricing, customer communications, and administrative tasks. This role helps ensure operational efficiency, enhances decision-making through accurate data analysis, and strengthens customer relationships.

• Generate and maintain monthly sales reports using Oracle JD Edwards (E1) and Microsoft Excel.
• Transmit pricing and sales files daily to the V&G team; verify pricing reports for accuracy.
• Manage customer price and contact databases, ensuring up-to-date information.
• Prepare and maintain electronic storage for sales orders, customer purchase orders, and signed documents.
• Oversee job and pricing management systems, including Auto Load and Scalesoft.
• Support customers with technical data and submittals as directed by the sales team.
• Monitor and respond to emails in the WRQ Info inbox.
• Track and update jobs with pricing escalators and expiration dates, notifying the sales team.
• Handle customer mailings, including price announcements and special notices.

• Participate in monthly credit meetings and other relevant sessions as directed.
• Join sales team meetings with key customers to foster relationships and provide administrative support.

• Prepare bi-monthly and monthly reports, including forecasts and historical data.
• Maintain the Project Quote Tracking report and update the sales team on changes.
• Develop and streamline reporting functions in collaboration with IT and the sales team.
• Create on-demand reports for customers as requested.

• Assist the Credit Manager with notice-to-owner documentation, collections, and customer billing requirements.
• Notarize lien releases and handle credit applications for new customers.
• Maintain a running balance of the daily cash report and update end-of-day checklists.
• Build and maintain customer relationships to support effective collection efforts.

Summary:
This position supports the sales team's focus on customer engagement by reducing administrative burdens, improving reporting accuracy, and facilitating better project tracking. The role contributes to enhanced customer service, streamlined operations, and increased market share.