Sales Operations Specialist

Cabinetworks Group, a leading manufacturer of cabinets and kitchen/bath products, is seeking Sales Operations Specialist to support our strategic sales growth initiatives. In this role, you will be responsible for ensuring sales account assignments and territory assignments are properly maintained in relevant systems. This role will be the subject matter expert for onboarding/offboarding new sales team members. Additionally, this role will build and maintain the knowledge base of sales processes, policies, and training materials.

PRINCIPAL FUNCTIONAL RESPONSIBILITIES:

1. Sales Accounts Master Data Management

• Primary source for account assignment maintenance

• Perform regular data quality audits of account information

• Develop and implement sales data governance protocols

• Partner with Salesforce administrators to maintain system roles, hierarchies, and account configurations

2. Sales Team Directory and Territory Management

• Create and maintain comprehensive digital and physical sales team directories

• Design and update detailed sales territory maps

• Ensure accurate representation of sales team structure and geographical coverage

3. Sales Team Onboarding / Offboarding

• Develop, document, and maintain standard work for onboarding and offboarding sales team members.

• Partner with HR and Sales Managers on onboarding activities, including IT equipment and systems setup

• Serve as subject matter expert, and partner for sales leadership in onboarding / offboarding new employees

4. Rebate Management Work with sales leaders to ensure rebates follow proper legal, financial, and leadership reviews.

• Maintain database of rebates along with repositories of executed documents

• Collaborate with pricing and accounting to ensure all rebates are properly documented and attributed to customers.

• Partner with accounting to develop and distribute rebate statements

4. Knowledge Base and Process Documentation

• Manage Sales SharePoint repository with up-to-date documents and training materials

• Systematically curate, organize, and refresh sales policy and procedure documentation

• Verify ongoing accuracy and currency of policy documents

• Develop and maintain centralized training resource library

ESSENTIAL QUALIFICATIONS AND SKILLS:

• 5+ years of experience working in a corporate environment, specifically interacting with sales team members

• Demonstrated competency in using Microsoft Office, including Outlook, Excel, PowerPoint, Teams, and SharePoint

• Extraordinary attention to detail

• Effective listener, with excellent verbal and written communication skills

• Proven ability to manage multiple complex projects simultaneously

PREFERRED QUALIFICATIONS AND SKILLS:

• Bachelor's degree in business, information technology, or related

• Salesforce.com experience

• Project management experience