Sales Operations Analyst

Insight Global; Austin (TX); On-site; USD 60,000 - 80,000; Full time

Job summary

Insight Global in Austin, TX is seeking a Sales Operations Analyst to manage delivery schedules and coordinate with customers and internal teams to optimize revenue. The role involves direct customer communication, negotiating expediting orders, and ensuring on-time delivery across global shipments.

The ideal candidate has 2+ years in customer or sales support, strong Excel/Office skills, and experience with reporting and CRM tools.

Qualifications

• 2+ years of experience in customer or sales support roles and an associate’s degree or higher.
• Experience directly communicating with customers (managing contracts, resolving customer issues, negotiations, etc)
• Experience with Excel and other Microsoft Office applications
• Experience creating reports
• Experience with either SAP, CRM, Power BI or Monday.com

Responsibilities

• Manage delivery schedules according to customer need and factory capacity.
• Communicate schedules directly with the external customer and negotiate expedites.
• Meet contractual commitments and manage forecast changes to meet revenue goals.
• Communicate delivery timing for new and reused equipment globally.
• Collaborate with sales to adjust delivery schedules to meet revenue targets.
• Provide delivery performance metrics for customer scorecards.
• Reconcile fees and remedies related to on-time delivery, including credit memos for transit.
• Schedule and contribute to multiple customer meetings regarding forecast, order and delivery.

Skills

Customer support

Sales support

Report creation

Excel & Office

Education

Associate degree or higher

Tools

SAP

CRM

Power BI

Monday.com

Job description

• - 2+ years of experience in customer or sales support roles and an associate’s degree or higher
• - Experience directly communicating with customers (managing contracts, resolving customer issues, negotiations, etc)
• - Experience with Excel and other Microsoft Office applications
• - Experience creating reports
• - Experience with either SAP, CRM, Power BI or Monday.com

Nice to Have Skills & Experience

• - Experience supporting global teams
• - Semiconductor industry experience

Job Description

Our client is looking for a Sales Operations Analyst in the Austin area. They will work under close supervision, responsible for managing delivery schedules according to customer need and factory capacity. This position involves communicating schedules directly with the external customer, negotiating order expedites, meeting contractual commitments and managing forecast changes internally and externally to meet revenue goals. They will communicate delivery timing to the customer for both new and reuse equipment globally, interface directly with customer to optimize delivery schedules to meet internal revenue targets and correct any forecast errors. Collaborate with sales to strategically negotiate and adjust delivery schedule to meet revenue goals. Provides delivery performance metrics as requirement for customer scorecards, influencing and negotiating most favorable results. Reconciliation of fees and remedies associated with on-time delivery (this may include credit memos for transit reimbursement to the customer). Employ mechanisms such as expedite and cancellation fees to mitigate impacts to the manufacturing lines, per department strategy. Schedule and contribute to multiple customer meetings regarding forecast, order and delivery.