Sales Operations Analyst — CRM & Customer Experience

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

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.