[Remote] Sales Operations Specialist

Note: The job is a remote job and is open to candidates in USA. T&A Supply Company is a trusted name in top-quality flooring solutions with a legacy built on reliability, innovation, and service. They are seeking a Sales Operations Specialist to support the daily operations and initiatives of business development, focusing on project data management and CRM system efficiency.

Responsibilities

• Under the direction of the Sales Operations Manager ensures proper processes are implemented in the CRM and other relevant platforms as it relates to project and account research, data management, analyzation and documentation
• Conduct research and gather information from relevant platforms and databases on project opportunities, competitors, and potential clients. Analyze data from research for project tracking, enter proper information according to project upload processes, and prepare reports to support business development strategies and decision-making
• Update and maintain databases, CRM systems, and other relevant platforms with accurate and up-to-date information. Follows processes as set forth by the SOM to ensure proper project tracking and data management in the CRM and relevant platforms. Consistently enters accurate data in CRM as it relates to projects and account research. Manages data in the CRM and relevant platforms on a daily basis as it relates to project and account tracking, ensuring they are always up to date and accurate
• Assist in the preparation, formatting, and distribution of business development documents. With a large focus on Plans and Specs relating to tracked projects. Ensuring accuracy, consistency, and confidentiality of information

Skills

• High school diploma or equivalent
• At least two years' related experience required
• Microsoft Suite Experience required
• Data management experience required
• At least 1 year of CRM experience required
• Attention to Detail: High level of accuracy and attention to detail in following processes as it relates to data entry, documentation, report preparation, and information management to ensure accuracy and reliability
• Time Management: Capacity to prioritize tasks, multitask, and efficiently allocate time and resources to meet competing demands in a fast-paced environment
• Adaptability: Ability to adapt to changing priorities, processes, tasks, and circumstances, and remain flexible and resilient in a dynamic work environment
• Team Collaboration: Strong interpersonal skills and the ability to work collaboratively as part of a team, supporting team members, sharing information, and contributing to a positive work environment
• Technical Skills: Familiarity with CRM systems and database management is a must. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and other relevant software applications
• Research and Analysis: Ability to conduct research, gather information, and analyze data on industry trends, market opportunities, competitors, and potential clients to support business development strategies and decision-making
• Administrative Proficiency: Proficient in administrative tasks such as managing emails, phone calls, and inquiries, maintaining CRM and databases records, preparing documents and reports, and handling general office duties
• Problem-Solving: Capacity to identify challenges, propose solutions, and address issues proactively, demonstrating initiative and resourcefulness
• Communication Skills: Strong written & verbal communication skills to interact professionally and accurately with team members and sales staff. Ability to convey information clearly and concisely
• Confidentiality: Ability to maintain confidentiality and handle sensitive information with discretion and integrity, adhering to company policies and procedures
• Account management experience preferred

Benefits

• Medical Insurance– Open Access Network plan through Cigna, includes Virtual Care and a Health Reimbursement Account (HRA) funded by T&A Supply Company.
• Dental Insurance– Preventive, basic, and major dental services plus orthodontia coverage for children up to age19.
• Vision Insurance– Annual exams, glasses, and contacts.
• Life & Disability Insurance– Employer-paid Basic Life, AD&D, and short and long-term disability coverage, with optional supplemental plans.
• Retirement Savings– 401(k) with employer match; Traditional and Roth options available.
• Paid Time Off– PTO, Extended Illness Bank (EIB), paid holidays, bereavement, and jury duty leave.
• Voluntary Plans– Optional accident, critical illness, hospital indemnity coverage and identity theft protection.
• Employee Assistance Program (EAP)– Free, confidential counseling and referral services, available 24/7.
• Employee Discount Program -Discount on personal use flooring and installation products.
• Referral Bonus Program– Earn a bonus for successful employee referrals.
• Financial & Benefits Support– Free financial education services and concierge-style benefit advocates.

Company Overview