Summary
The Sales Operations Specialist – Strategic Accounts owns the end-to-end workflows for key accounts—customer property lists, forecast cycles, rebate tracking, and Salesforce CRM administration, partnering with the Strategic Account Management team to ensure our data is accurate and actionable. In addition to dedicated Strategic Account support, this role provides reporting, dashboards, and CRM maintenance for all sales channels, proactively identifying gaps and streamlining processes to enable our teams to focus on growth and customer success.
About Us
Qwikkit is a Houston-based, highly profitable manufacturer in the booming cabinet refacing industry. In our first seven years, we have achieved great success selling to the apartment industry, growing from zero to $50 million in annual revenue. Inc. Magazine named us the 4th fastest growing private company in Texas.
Our complete cabinet makeover kits are a fast, easy, and affordable way for customers to transform their ugly kitchens into beautiful ones. Our unique manufacturing process produces superior custom products with extraordinary efficiency, one home at a time. Our strong competitive advantages in information systems, manufacturing processes, products, packaging, lead times, customer service, and ordering create a truly differentiated sales experience.
Qwikkit is a casual, entrepreneurial, nimble, family-owned business with a long-term perspective. Our highest priorities are to ensure our customers' success and to take care of our team. You can learn more at Qwikkit.com.
Primary Responsibilities
Primary Responsibilities
- Strategic Account Support:
- Collaborate closely with Strategic Account Managers to manage and maintain accurate customer property lists.
- Monitor and validate that all projects are properly tied to their Strategic Owner in Qwikkit's systems.
- Track sales forecasts to ensure timely updates and accuracy.
- Manage rebate tracking to ensure compliance with strategic account agreements.
- Manage internal projects relating to Strategic Account Management growth and compliance.
- Reporting and Analytics:
- Generate monthly usage and performance reports for strategic partners in collaboration with the Sales Operations team.
- Create and maintain rebate tracking and reporting for regular review with the Finance team.
- Support the broader Sales Operations team by producing regular and ad-hoc reporting for various sales channels.
- Analyze reports to identify key insights and support strategic decisions across multiple sales channels.
- CRM Administration and Monitoring:
- Maintain Salesforce CRM records for Strategic Account Management (SAM) opportunities.
- Monitor progress and proactively escalate issues to Strategic Account Managers.
- Provide general Salesforce CRM maintenance and support for all sales channels, including Regional Sales, Distribution, Inside Sales, and Marketing.
- Build Salesforce dashboards and reports that tie compliance, both internally and externally, to generated revenue for regular review.
Required Qualifications
Required Qualifications
- Proficiency in Microsoft Excel (advanced skills preferred).
- Experience with Power BI, Tableau, or other data visualization software.
- Demonstrable experience using Salesforce CRM for account management, data tracking, and reporting.
Personal Attributes
- Strong analytical skills with meticulous attention to detail.
- Excellent organizational and prioritization abilities.
- Effective communicator with strong interpersonal skills.
- A proactive mindset focused on continuous improvement and problem-solving.
Qualifications Desired but Not Required
Preferred Qualifications
- Salesforce Administrator Certification.
- Microsoft Power BI or similar data visualization development experience.
- Experience with or enthusiasm for integrating AI solutions to support our team.
We are an Equal Opportunity Employer and are committed to creating an inclusive workplace for all. We comply with all applicable federal, state, and local employment laws. We are dedicated to providing reasonable accommodations during our application and hiring process as required by law.
