Sales Operations Analyst

CCR (Carrier Commercial Refrigeration); Charlotte (NC); On-site; USD 55,000 - 75,000; Full time

Job summary

CCR Commercial Refrigeration seeks an experienced Sales Operations Analyst to support the field-based sales team by updating the CRM and customer portals, liaising with customers for key information, and managing supplier engagements.

The role requires excellent communication, a proactive attitude, and strong multitasking abilities in a fast-paced environment. Proficiency with Salesforce, Excel, and Power BI is essential.

Qualifications

• Bachelor’s degree in business, Marketing, or a related field.
• A minimum of 3 years of experience in inside sales or customer service.
• Excellent verbal and written communication skills.
• Strong organizational and multitasking abilities.
• Proficiency in using CRM software (Salesforce), MS Office (Excel), and Power BI
• Ability to work independently and as part of a team.

Responsibilities

• Act as the primary point of contact for customers regarding product information, order status, and general inquiries.
• Provide timely and accurate information to customers to support the sales process and record tasks in CRM.
• Handle customer complaints and provide appropriate solutions, ensuring a positive customer experience.
• Maintain and update customer records in the CRM system with accurate and current information.
• Track and analyze customer interactions and sales activities to support the sales team’s strategy.
• Generate and distribute CRM reports to the sales team and management as required.
• Cross reference CRM data with that on customer portals.
• Coordinate and follow up on sales activities, including sending proposals, quotes, and product information to customers as requested by Strategic Sales Managers.
• Support the sales team in preparing for meetings, presentations, and trade shows.
• Liaise with suppliers to obtain product information, pricing, and availability.
• Coordinate with suppliers to ensure timely delivery of products and resolve any issues related to supply chain management.

Skills

CRM communication

Excellent communication

Organizational skills

Multitasking

Independent worker

Attention to detail

Ownership

Education

Bachelor’s degree (business/marketing)

Tools

Salesforce

Excel

Power BI

Job description

Overview

CCR Commercial Refrigeration is a global leader in sustainable refrigeration solutions for food retail and industrial applications. We design and manufacture high-efficiency refrigeration systems, display cabinets, mechanical systems, and turnkey solutions that help customers improve product merchandising while reducing energy consumption and operating costs. We combine engineering excellence, disciplined execution, and customer focus to deliver complex programs that support our growth strategy across regions and markets.

The Sales Operations Analyst plays a crucial role in supporting the field-based sales team. This position is responsible for updating the CRM and customer portals, liaising with customers to provide key information, conducting various sales activities, and managing supplier engagements. The ideal candidate will have excellent communication skills, a proactive attitude, and the ability to multitask in a fast-paced environment.

Responsibilities

Customer Support:

• Act as the primary point of contact for customers regarding product information, order status, and general inquiries.
• Provide timely and accurate information to customers to support the sales process and record tasks in CRM.
• Handle customer complaints and provide appropriate solutions, ensuring a positive customer experience.

CRM Management:

• Maintain and update customer records in the CRM system with accurate and current information.
• Track and analyze customer interactions and sales activities to support the sales team’s strategy.
• Generate and distribute CRM reports to the sales team and management as required.
• Cross reference CRM data with that on customer portals.

Sales Activities:

• Coordinate and follow up on sales activities, including sending proposals, quotes, and product information to customers as requested by Strategic Sales Managers.
• Support the sales team in preparing for meetings, presentations, and trade shows.

Supplier Engagement:

• Liaise with suppliers to obtain product information, pricing, and availability.
• Coordinate with suppliers to ensure timely delivery of products and resolve any issues related to supply chain management.
• Maintain strong relationships with suppliers to support the sales process and ensure high-quality service delivery.

Business Operation Support:

• Delivery support and supplier/customer engagement.
• Commissioning planning and wider team collaboration to schedule onsite dates effectively
• PO/invoice/project tracking alongside Internal BPO team

Qualifications

• Bachelor’s degree in business, Marketing, or a related field.
• A minimum of 3 years of experience in inside sales or customer service.
• Excellent verbal and written communication skills.
• Strong organizational and multitasking abilities.
• Proficiency in using CRM software (e.g., Salesforce), MS Office (Excel), and Power BI
• Ability to work independently and as part of a team
• High level of attention to detail and accuracy
• Resilience and a can-do attitude
• A passion for winning and taking ownership of tasks