The Sales Operation Specialist is responsible for supporting the sales process by adding and maintaining customer documentation in our CRM. The ideal candidate will be highly organized, detail-oriented, and capable of completing tasks to meet deadlines.
Job Duties & Responsibilities:
- Support the sales team with key planning and operations tasks to support the overall objective of the business
- Responsible for maintaining customer profiles in CRM including adding new customer and uploading documentation to ensure customer information is accurate and up to date
- Collaborate with other departments to process the sale effectively from new order to completion with a focus on ensuring high customer satisfaction
- Responsible for all sales order documentation entries into CRM including contracts, order confirmations, measure documents, order verifications, etc..
- Monitor, track, and ensure all appropriate financing documentation is accurate and uploaded into customer file (financing documentation, receipts, etc..)
- Track new sales and complete regularly scheduled reporting on financial KPIs for sales operations leaders
- Additional responsibilities may be assigned as needed
Skills & Qualifications:
- 1 year of related professional work experience required
- Strong attention to detail and have high level of organizational and administrative skills
- Proactive mindset and possess excellent interpersonal and communication skills
- Must have the ability to work independently and as part of a team
- Must be able to complete tasks to meet deadlines
- Previous CRM experience preferred, but not required
- High School Diploma or equivalent required
Benefits:
- Base salary + monthly bonus opportunities
- Medical, dental, vision, and life insurance options
- 401(k) with up to 4% company match
- Paid time off, holidays, and your birthday off
- Ongoing training and professional development opportunities
- Career advancement with a growing company
- Supportive, team-oriented environment
Why Work at Bath & Cabinet Experts?
Bath & Cabinet Experts is a home improvement company specializing in the transformation of residential bathtub, shower, and kitchen spaces. Founded in 2019 in Indianapolis, Bath Experts is the exclusive Jacuzzi Bath Remodel dealer for Indiana, Ohio, and Kentucky. After rapid growth, we have expanded into 8 additional markets with plans for continued growth throughout the Midwest.
In addition to bath remodeling, we launched Cabinet Experts, a dedicated division focused on kitchen cabinet refacing, bringing the same high-quality, transformative experience to one of the most important spaces in the home.
At Bath & Cabinet Experts, we are committed to deliver a world-class customer experience and being a top employer in the home improvement industry. We have earned over 2,100 customer reviews with a 4.9 star rating, and Bath Experts has been recognized as a 4x Top Workplace Award winner.
We are also dedicated to giving back- donating over $200,000 to local children's hospitals and charities. At Bath & Cabinet Experts, we are committed to excellence for our customers, our employees, and our communities.
