Principal Sales Operations Specialist

Jobtailor; Houston (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Jobtailor is seeking a Sales Excellence & Operations professional to analyze data, drive process improvements, and partner with sales leaders to optimize the go-to-market engine.

The role focuses on maintaining data quality, dashboards, and reporting across multiple lines of business, with emphasis on cross-functional collaboration and sales performance metrics.

Qualifications

• 4+ years of extensive experience in sales excellence and operations.
• Proficiency in sales analytics tools and CRM systems.
• Experience with SAP, Salesforce.com, and Power BI.
• Strong forecasting, reporting, and performance measurement.
• Bachelor’s degree in Business Administration or Sales preferred.

Responsibilities

• Analyze sales data and metrics to identify trends and opportunities.
• Collaborate with sales leadership and cross-functional teams to streamline processes.
• Maintain sales tools, systems, reports, and dashboards for accuracy.
• Support sales excellence initiatives including lead management and forecast accuracy.
• Participate in growth initiatives and commercial launches.
• Collaborate with ISC and Sales to optimize Book & Turn opportunities.
• Implement and support sales tools and guidance on tech stack and reporting.
• Act as a super user, perform UAT and train for sales tools and CRM.
• Support quota deployment and quota acknowledgment processes.
• Support sales compensation programs and SPIFF with Windfall policy administration.
• Provide weekly reports on performance and sales behavior index by line of business.

Skills

Analytical Skills

Problem-Solving Skills

Attention to Detail

Collaboration

Time Management

Education

Bachelor’s Degree in Business Administration

Bachelor’s Degree in Sales

Tools

SAP

Salesforce.com

Power BI

CRM Systems

Windfall Policy Administration

Job description

• Analyze sales data and metrics to identify trends, opportunities, and areas for improvement
• Collaborate with sales leadership and cross-functional teams to streamline sales processes and enhance operational efficiency
• Maintain sales tools, systems, reports, and dashboards to ensure accurate and timely data availability
• Support sales excellence initiatives including lead management, pipeline health and quality, sales activities, training, forecast accuracy, and Say/Do performance
• Participate in growth initiatives and programs, including commercial launches of NPI and service connectivity to EAM
• Collaborate with ISC and Sales teams to maximize Book & Turn opportunities and reduce slow-moving and FGI inventory
• Implement and support sales tools and systems and provide guidance on sales tools, processes, technology stack, and reporting
• Act as a super user, complete UAT based on test scenarios, and provide training for sales tools and CRM systems
• Support sales quota deployment based on AOP to individual sellers and complete quota acknowledgment processes
• Support sales compensation programs, including sales incentive plans and SPIFF with Windfall policy administration
• Provide weekly and ongoing reports on performance and sales behavior index for each line of business

Requirements

• 4+ years of extensive experience in sales excellence and operations with a strong understanding of sales processes and metrics
• Proficiency in sales analytics tools and CRM systems to manage and interpret sales data effectively
• Experience with SAP, Salesforce.com, and Power BI
• Experience executing in a highly matrixed organization
• Strong skills in sales forecasting, reporting, and performance measurement
• Experience with sales compensation administration and incentive plan management
• Ability to implement process improvements and support cross-functional collaboration
• Proven experience in sales operations within the industrial automation or related sectors
• Strong analytical and problem-solving skills with attention to detail
• Ability to work collaboratively across teams and manage multiple priorities
• Bachelor’s degree in Business Administration, Sales, or a related field is valued/preferred
• Familiarity with advanced sales tools and technologies is a plus

Core Competencies

Demonstrates expertise in sales excellence and operations, with a strong focus on sales analytics, forecasting, and performance measurement. Proficient in implementing process improvements and collaborating across teams to enhance operational efficiency.

Highest-signal resume keywords

• Sales Excellence
• Sales Analytics Tools
• Salesforce.com
• SAP
• Power BI

ATS Optimization Keywords

Hard Skills

• Sales Forecasting
• Sales Reporting
• Performance Measurement
• Sales Compensation Administration
• Process Improvement

Soft Skills

• Analytical Skills
• Problem-Solving Skills
• Attention to Detail
• Collaboration
• Time Management

Certifications & Qualifications

• Bachelor’s Degree in Business Administration
• Bachelor’s Degree in Sales

Industry Keywords

• Industrial Automation
• Sales Processes
• Sales Metrics
• Cross-Functional Collaboration
• Matrixed Organization

Tools & Technologies

• CRM Systems
• Sales Tools
• Reporting Dashboards
• Sales Incentive Plans
• Windfall Policy Administration