Alliance Entertainment

Position Summary

The Sales Operations Specialist supports the effectiveness and scalability of the sales organization by managing sales processes, maintaining accurate data, coordinating operational workflows, and delivering reporting that helps leadership make informed decisions. This role works closely with Sales, Finance, Operations, Customer Service, and Marketing to improve efficiency and support revenue growth.

Key Responsibilities

• Maintain accurate customer, opportunity, product, pricing, and sales activity data in the CRM system.

• Monitor sales pipeline activity and identify missing, outdated, or incomplete information.

• Produce recurring sales reports, dashboards, forecasts, territory analyses, and performance summaries.

• Support sales representatives with quotes, pricing approvals, contracts, order forms, and customer documentation.

• Assist with sales territory assignments, lead routing, account assignments, and customer ownership updates.

• Coordinate with Finance and Accounting on commission data, sales-credit questions, payment status, and revenue reporting.

• Partner with Operations and Logistics to address product availability, order status, fulfillment issues, and delivery timing.

• Document and improve sales procedures, workflows, templates, and standard operating practices.

• Support onboarding by preparing CRM access, sales materials, process documentation, and training resources for new sales employees.

• Help administer sales tools, including CRM platforms, reporting systems, proposal software, and communication tools.

• Track sales performance against quotas, targets, and key performance indicators.

• Assist with sales meetings, quarterly business reviews, training sessions, and planning activities.

• Identify process inefficiencies and recommend improvements that reduce manual work and improve data quality.

• Maintain confidentiality of customer, pricing, commission, and sales-performance information.

Qualifications

Education

• Associate’s or bachelor’s degree in Business Administration, Sales, Marketing, Finance, Operations, or a related field preferred.

Experience

• Two to four years of experience in sales operations, sales support, business operations, customer success operations, or a related field.

• Experience using a CRM platform, such as Salesforce, HubSpot, Microsoft Dynamics, or a comparable system.

• Experience preparing reports, managing data, or supporting revenue-producing teams preferred.

Skills

• Strong analytical ability and attention to detail.

• Advanced proficiency in Microsoft Excel, including formulas, pivot tables, charts, and data analysis.

• Proficiency with Microsoft Office, including Word, PowerPoint, and Outlook.

• Ability to organize, validate, and interpret sales and customer data.

• Strong written and verbal communication skills.

• Effective project-management, prioritization, and follow-up skills.

• Ability to work independently while collaborating across multiple departments.

• Sound judgment when handling confidential business information.

Preferred Qualifications

• Experience with sales analytics, business intelligence tools, or dashboard platforms.

• Familiarity with ERP, order-management, inventory-management, or commission-management systems.

• Experience in a fast-paced, high-volume, or business-to-business sales environment.

• Knowledge of sales forecasting, pipeline management, territory planning, and quota tracking.

• Experience improving workflows or automating repetitive business processes.

Physical Requirements

• Ability to work at a computer and remain seated for extended periods.

• Ability to communicate effectively in meetings, by phone, and through written correspondence.

Benefits

• Competitive salary

• Health, dental, and vision insurance

• Paid time off and company holidays

• Retirement plan, including 401(k), where applicable

• Professional development and training opportunities

• Performance-based bonus or incentive eligibility, where applicable