Epitec
Job Title: Sales Operations Specialist, Strategic Account Operations
Job Type: W2 Contract
Job Location: Plano, TX (Hybrid - 4 days on-site)
Job Summary:
We're currently seeking a Sales Operations Specialist, Strategic Account Operations to join our team in Plano, TX (Hybrid). The role involves creating, maintaining, and publishing regular reports on business performance and KPIs, responding to ad-hoc reporting requests, creating financial models, supporting business operations, validating invoices, assisting in monthly account closing, and tracking variances vs forecast and budget.
- Pay Rate: $38 - 42/hourly with optional benefits packages
- Schedule: Monday - Friday, 9am - 6pm CST
Essential Duties & Responsibilities:
- Create, maintain and publish regular weekly/monthly/quarterly reporting on business performance and KPIs to aid decision making and business management.
- Respond to ad-hoc reporting requests from internal and external customers in a time sensitive environment.
- Create financial models to forecast and evaluate promotional spend and efficacy of planned promotions and marketing programs.
- Support business operations through timely management of promotion and marketing related investment approvals.
- Validate trade spend related invoices and process payments.
- Assist in the monthly closing of accounts.
- Track and report on variances vs forecast and budget.
Top 3 Skill Sets:
- Microsoft Excel
- ERP System
- Team Player
Required Education and Experience:
- Bachelor's Degree with 2-5 years of experience preferably in finance, accounting, business or supply chain management.
- Experience with SAP, Oracle and other ERP systems.
- Experience requiring management of finance, logistics, distribution, program management, and/or business planning, or equivalent work experience in planning, finance, or operations.
- Data Analytics, Forecasting and direct Customer interface experience preferred.
Required Skills and Qualifications:
- The ability to develop and maintain excellent working relationships with all appropriate levels within and outside the company.
- Proven success in a highly dynamic and fast paced environment.
- Must have advanced MS Excel and MS PowerPoint knowledge and skills; experience in developing KPI and executive dashboards preferred.
- Must be comfortable in analyzing large datasets and drawing out insights.
- Experience with analytics tools such as Tableau preferred.
- Experience using advanced supply chain management, enterprise planning or financial planning systems is highly desired (Oracle, SAP, etc.).
- The ability to work either independently or in a team environment to achieve personal and team project goals, including the completion of assignments within and exceeding established time frames.
- Ability to travel up to 20%.
