Sales Operations Specialist

About BWFor over 70 years, Bishop-Wisecarver has been a WBENC certified, woman-owned company. From major manufacturers to innovative start-ups, weve been the go-to source for cutting-edge solutions in linear and rotary motion.At Bishop-Wisecarver (BW), were not just selling products - were helping our customers with expert guidance on customized solution development and product selection that ensures the right design for your problem, providing documentation, design assumptions, and solution requirements.Our product line includes quality components and accessories, manual linear guide systems, actuated linear guide systems and rotary guides and systems. Stainless steel, high temperature, wash-down, and clean room-compatible products are among Bishop-Wisecarvers more recent product introductions. Our more popular offerings include the following trade names: DualVee®, LoPro®, UtiliTrak®, MadeWell®, and GV3.Join our vibrant BW family, where every voice matters and each member makes a meaningful impact! At BW, we pride ourselves on our inclusive culture, where transparency is critical and your input shapes our business direction. If you desire a career where your name is known and your opinions are valued, then look no further - BW is the place for you!To learn more about BW, please visit us at: lets talk about the role itself. We are looking for a dynamic individual to join the BW Sales Team as a Sales Operations Specialist. Reporting to the Sr. Sales Manager, we are looking for individuals that can thrive in a fast-paced, high-energy environment with a positive can-do attitude, impeccable integrity, and excellent communication skills.This opportunity will enrich your business acumen and leadership proficiency as you engage with a diverse clientele in the industrial sector. With a stable company boasting a storied past, youll immerse yourself in a learning environment with opportunities for growth.Were seeking a candidate eager to tackle the challenge of delivering top-notch engineered solutions for motion products, particularly in harsh and extreme environments. This role, based in a home office, offers travel opportunities aligned with performance expectations.The ideal candidate displays energy, self-direction, and accountability, with a track record of surpassing sales targets through adept territory and account management, both independently and through third-party channels. Your resumes metrics will be the telltale sign of your success and drive.Step into the dynamic role were offering with a variety of exciting responsibilities:1. CRM & Data Management (HubSpot)Administer and optimize HubSpot CRM for both direct sales and channel sales (distributors, manufacturer reps).Ensure clean and accurate data across all sales channels, avoiding duplicate records and inconsistencies.Maintain and optimize lead and account management workflows for direct sales teams and manufacturer reps.Manage territory assignments and lead routing for both direct sales and rep firms.Develop and implement automated workflows to track opportunities and improve sales rep efficiency.2. Sales Enablement & Content Management (Showpad)Maintain and update sales collateral, product sheets, pricing, and training materials for both direct sales and manufacturer reps.Organize content in Showpad by sales region, industry vertical, and distribution partners.Analyze content engagement metrics to determine what materials are most effective.Work with marketing and product teams to ensure localized and translated materials for global markets.Train both direct sales teams and manufacturer reps on using Showpad effectively.3. Sales Analytics & Performance Tracking (Qlik)Develop real-time sales dashboards in Qlik to monitor direct sales, distributor performance, and rep firm effectiveness.Track and analyze sales KPIs for direct sales vs. distribution, including: Revenue by channel (direct vs. distributor vs. rep firms).Win/loss rates by region and sales channel.Quota attainment for direct sales reps and distributor accounts.Sales pipeline velocity and forecast accuracy.Distributor and rep performance scorecards.Provide data-driven insights to sales leadership on channel strategy, pricing, and sales execution.4. Sales Process OptimizationStandardize and document sales processes for direct reps, distributors, and manufacturer reps.Optimize deal registration and conflict resolution processes between direct sales and distributors.Implement automated sales workflows for quoting, approvals, and contract generation.Improve pricing consistency and discount structures across direct and channel sales.Ensure smooth alignment between direct sales, distributors, and manufacturer reps to avoid channel conflict.5. Quoting, Pricing & Contract SupportAssist in managing pricing structures, discount approvals, and contract templates for both direct customers and distributors.Develop and maintain a global price book and ensure pricing consistency across regions.Work with finance to analyze margins and profitability by sales channel.Support the sales team with quote generation and proposal development.Ensure compliance with regional tax, import/export, and contract terms for global sales.6. Channel Sales & Distributor ManagementMaintain distributor and manufacturer rep accounts in HubSpot, ensuring data accuracy.Track and analyze distributor performance, identifying underperforming and high-growth partners.Support onboarding and training of new distributors and rep firms.Implement incentive programs for manufacturer reps and distributors based on performance metrics.Monitor and report on co-op marketing fund usage and distributor marketing efforts.7. Cross-Functional CollaborationSales & Marketing: Align marketing campaigns with sales strategies, ensuring leads flow correctly to the right sales channel.Finance & Operations: Work with finance on sales forecasting and revenue planning.Engineering & Product Teams: Ensure sales teams (both direct and channel) have the latest technical documentation and product updates.Customer Support & Order Fulfillment: Coordinate post-sale handoffs to ensure smooth order processing and fulfillment.8. Training & Sales SupportConduct ongoing HubSpot, Showpad, and Qlik training for direct sales reps and distributor partners.Provide onboarding and continuous training for manufacturer reps and new sales team members.Develop and maintain a knowledge base for FAQs, best practices, and troubleshooting sales tools.9. Process Automation & Tool IntegrationIdentify opportunities to automate manual tasks in HubSpot, Showpad, and Qlik.Ensure seamless integration between HubSpot, Qlik, Showpad, and ERP/CPQ systems.Collaborate with IT and external vendors to troubleshoot and optimize system performance.Check out our Wishlist for the ideal candidate:BS/BA degree preferred with 3+ years of experience in sales operations, sales support, or a similar role.Ability to understand high-level sales strategies, translate them into system and process requirements and ensure successful executionProficient in CRM systems (e.g., Salesforce, HubSpot) and other sales tools.Analytical and demonstrated ability to extract key business insights through data analysisExperience with sales performance metrics and KPIs.Familiarity with data visualization tools (e.g., Tableau, Power BI).Advanced Excel skills including macro and filtering techniquesAbility to manage multiple priorities and task; proven strong organizational and project management skillsAgile, initiative-taker who can work both independently and collaborativelyWhat BW brings to the table:Competitive base salary with incentive bonus planEnjoy a great benefit package, complete with a generous contribution from BW.Uncapped flexible time-off policy - take the time you need when you need it.Support your financial future with our 401(k) safe-harbor match and profit-sharing opportunities.Immerse yourself in our values-driven, down-to-earth culture that celebrates teamwork and goes the extra mile to deliver exceptional service to our customers.Ready to dive into a workplace thats more than just a job? Come join us at BW, where every day is an adventure!At BW, were proud to be an equal opportunity employer. We celebrate diversity and welcome everyone, regardless of race, creed, color, religious belief, sex, age, sexual orientation, national origin, ancestry, marital status, physical or mental handicap, veteran status, or any other protected basis under Federal, State, or local law or ordinance. Join us in creating an inclusive and supportive workplace where everyone can thrive.Notes:There is no paid relocation for this positionApplicants must be able to work in the US without sponsorship

Created: 2025-02-14