Sales Operations & Support Specialist

Robertson Sumner Ltd; York and North Yorkshire; On-site; GBP 21,000 - 32,000; Full time

Job summary

Robertson Sumner Ltd is seeking a Sales Operations Assistant to support the sales team and streamline processes across opportunity management, order handling, deal registration and renewals.

The role focuses on maintaining CRM data accuracy, assisting Account Managers with quotes, pricing approvals, and handling customer inquiries while ensuring timely resolution of delays. Collaboration in a fast-paced team is essential.

Qualifications

• Proactive and innovative attitude with a focus on continuous improvement.
• Excellent organizational and multitasking skills.
• Strong attention to detail and accuracy.
• Ability to work collaboratively within a team environment.
• Prior experience in sales administration or operations is a plus.

Responsibilities

• Assist Account Managers in the quote creation process, utilising vendor portals when necessary.
• Obtain third-party distribution pricing to facilitate customer quoting.
• Obtain procurement approval for pricing to be added to the CRM.
• Support customers with order inquiries and assist in resolving issues and delays.
• Maintain accurate and up-to-date customer information within our internal CRM system.
• Ensure all customer details align with our order requirements before processing.
• Electronically file all customer order documentation in support of customer purchase orders.
• Provide holiday cover for Account Managers as needed.

Skills

Organisational skills

Attention to detail

Team collaboration

Proactive mindset

Sales administration experience

Job description

Robertson Sumner Ltd is seeking a Sales Operations Assistant to support the sales team and streamline processes across opportunity management, order handling, deal registration and renewals.

The role focuses on maintaining CRM data accuracy, assisting Account Managers with quotes, pricing approvals, and handling customer inquiries while ensuring timely resolution of delays. Collaboration in a fast-paced team is essential.