Job Title: Sales Operation Specialist Pay Type/FLSA status: Exempt - Full Time

Department: Sales Supervises: No

Reports to: President Shift: Day/Monday-Friday/or as required

Bow Robotics, an Addtronics company, provides spare parts, rebuild & repair services, and preventative maintenance for industrial robots used by customers in a variety of end markets across the country. Located in West Chester, Ohio, Bow has a diverse robotics team, including electrical, mechanical, and software engineers, that focuses on building long-term relationships with our customers based on trust and dependability.

Position Summary:

Bow Robotics is seeking a detail-oriented and organized "Sales Operations Specialist" to support our sales & customer support functions. As a Sales Operations Specialist, you will play a critical role in optimizing sales processes, managing data, and supporting strategic decision-making. You will be integral to enhancing our sales processes and driving data-driven decision-making. Reporting to the in-data analysis and business analysis will support forecasting and process improvement initiatives. Reporting to the General Manager, you will leverage Salesforce to create reports, dashboards, and forecasts that drive efficiency and performance. You will also handle quoting and invoicing daily, ensuring seamless sales operations. Your strong organizational and analytical skills will enhance collaboration across teams and contribute to the company's overall growth.

Essential Functions and Responsibilities:

Sales Process Optimization: Analyze and refine sales processes to improve efficiency and effectiveness.
Quoting & Invoicing: Generate and process quotes and invoices daily within Salesforce, ensuring accuracy and timeliness.
CRM & Data Management: Maintain and update Salesforce, ensuring accurate customer, sales, and financial data.
Report & Dashboard Creation: Build, manage, and analyze Salesforce reports and dashboards to provide insights on sales performance, pipeline health, and revenue forecasting.
Financial & Accounting Support: Assist with revenue tracking, sales forecasting, and commission calculations.
Collaboration: Work cross-functionally with sales, marketing, and finance teams to align objectives and streamline operations.
Training & Support: Assist in onboarding and training sales team members on Salesforce and sales processes.
Customer & Vendor Setup: Facilitate the setup of new customers and vendors, ensuring accurate data entry and compliance with company procedures.
Purchase Orders & Vendor Management: Process and send purchase orders to vendors, ensuring timely procurement and accurate documentation.
ERP System Management: Enter jobs and track progress within Service Fusion, ensuring accurate job tracking until completion.

Qualifications Desired:

Salesforce Expertise: Experience in creating reports, building dashboards, and managing quoting processes in Salesforce.
Quoting & Invoicing: Strong ability to process daily quotes and invoices with accuracy.
Microsoft Excel Proficiency: Ability to analyze data using pivot tables, formulas, and financial modeling.
Sales Operations Experience: Background in sales support, analytics, or operations is a plus.
Attention to Detail: Strong organizational skills with high accuracy in managing sales data.
Analytical & Accounting Mindset: Ability to interpret financial data, track revenue, and support financial reporting.
Strong Communication Skills: Ability to collaborate across multiple teams effectively.

Experience:

Minimum of 3 years of experience in Sales Operations, Sales Administration, or Revenue Operations
Minimum of 3 years of experience with data integrity in Salesforce: creating dashboards and building reports

Nonessential Skills and Experience:

· Must be a team player with a positive attitude.

Position Classification

This is a full-time, exempt, salaried position. Depending on the needs of the business, the ability to work more than 40 hours/week and/or weekends may be required.

Travel

Travel to support the business is required and expected to be less than 15%.

EEO Statement

It is the policy of Addtronics, LLC to provide equal employment opportunities to all persons. In accordance with anti-discrimination laws, it is the purpose of this policy to effectuate these principles and mandates. Addtronics prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations.

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