Sales Operations Analyst (Key Account Management) – AM Region

Balance Staffing; Montgomery (AL); Sur place; USD 52 000 - 55 000; Temps partiel

Avantages offerts par ce poste

Weekly pay

Medical benefits (optional)

Paid sick leave

Retirement options

Résumé du poste

Balance Staffing is seeking a Sales Operations Analyst for the AM Region in Montgomery, AL. This on-site contract‑to‑hire role supports KAM, CBUs, and Ops across multiple sites, focusing on pipeline, purchasing, invoicing, and reporting.

You will partner with Finance, Legal, and Delivery teams, maintain CRM data in Salesforce, and develop dashboards. The ideal candidate has strong Excel, CRM, and process-improvement skills and thrives in a fast-paced manufacturing-adjacent setting.

Qualifications

• 5+ years in Sales Operations or related roles.
• Experience supporting multiple accounts/sites in a fast-paced environment.
• Strong project coordination and follow-up skills with clear ownership.
• Advanced Excel skills including pivots, lookups, data validation and repeatable reporting.
• Hands-on experience maintaining CRM data and producing pipeline/forecast reporting; Salesforce preferred.
• Experience with SAP-related processes such as PR/PO, goods receipt, invoicing and AR visibility.
• Excellent written and verbal communication with cross-functional stakeholders.
• High attention to detail and disciplined documentation habits.
• Familiarity with quotes, SOWs, MSAs, POs, invoicing workflows and related processes.

Responsabilités

• Own AM Region sales operations execution and reporting.
• CRM administration and pipeline hygiene in Salesforce.
• Produce dashboards and executive-ready summaries on pipeline, bookings, purchasing activity and contracts.
• Coordinate IT purchasing: intake, quotes, approvals, orders, billing handoffs.
• Prepare and track customer-ready quotes, MSAs, SOWs, amendments, renewals and related documents.
• Track invoicing readiness, POs, aging and collections; escalate blockers.
• Manage PR/ES/GAR/IO/WBS records with complete documentation.
• Oversee POs and reconcile with delivery and billing milestones.
• Coordinate with CBUs and sites on contacts, locations, tax docs and processes.
• Drive cross-team action items with owners and timelines.
• Prepare meeting packs and status updates aligned to standards.
• Identify opportunities for workflow improvements and automation.

Connaissances

Sales Operations

Cross-functional

Advanced Excel

CRM data management

Salesforce experience

SAP processes

Communication skills

Attention to detail

Documentation

Outils

Salesforce

Power BI

Tableau

Microsoft 365

Asana

Description du poste

Sales Operations Analyst (Key Account Management) – AM Region

Location: Montgomery, AL

Work arrangement: On-Site

Compensation: Apply for details

At Balance Staffing we’re obsessed with your success! Let us help you achieve your career dreams.

Job Title: Sales Operations Analyst - AM Region

Type of Role: Contract to Hire
Contract Length: 12 months

Shift / Hours: 9am-6pm

Location: Montgomery, AL

Hourly Range: $38-40/hr

The Sales Operations Analyst will serve as the operational backbonefor Key Account Management across the AM Region, supporting manufacturing and affiliate Client Business Units (CBUs). This role coordinates sales operations, commercial documentation, purchasing, billing readiness, and account reporting. The position partners closely with regional KAMs, CBU stakeholders, site leaders, Solution Architects, Delivery/PMO, Finance, Procurement, Legal, and Corporate Planning to keep opportunities and commitments moving from intake through execution, invoicing, and collection. The AM Region environment requires strong follow-through, comfort working across multiple sites and business processes, and the ability to respond quickly to production-sensitive priorities while maintaining accurate documentation and clear ownership.

Role and Responsibilities

• Own AM Region sales operations execution: Manage recurring regional operating rhythms, trackers, weekly status reviews, action logs, and monthly CBU reporting across the assigned portfolio.
• CRM administration and pipeline hygiene: Maintain accurate opportunities, accounts, contacts, stages, close dates, next steps, and activity records in Salesforce; provide a reliable regional pipeline view for forecasting and leadership updates.
• Pipeline, forecasting, and regional reporting: Produce dashboards and executive-ready summaries covering pipeline, bookings, purchasing activity, contracts, billing readiness, key risks, and next actions by CBU.
• AM Region IT purchasing program support: Coordinate intake, quote preparation, documentation, approvals, order status, delivery confirmation, and billing handoffs for hardware, software, licensing, and related services.
• Quote, contract, and SOW coordination: Prepare and track customer‑ready quote packages, MSAs, SOWs, amendments, renewals, signature milestones, pricing inputs, delivery information, and required supporting documents.
• Billing and AR readiness: Track goods receipts, invoicing prerequisites, CBU POs, billing requests, aging, payment status, and collection blockers; elevate issues early and document next actions.
• PR, ES, GAR, and IO/WBS management: Submit and track Purchase Requests, ES items, GAR approvals, and IO/WBS records; maintain complete documentation and status visibility from request through approval and closeout.
• Purchase Order oversight and tracking: Submit and track POs in alignment with approved scope and budget; reconcile PO status with delivery and billing milestones and resolve discrepancies with Procurement, Finance, and delivery teams.
• CBU and site coordination: Support manufacturing and affiliate CBUs across the AM Region, including alignment of contacts, delivery locations, tax documentation, budget timing, customer approvals, and site‑specific processes.
• Operational coordination and follow-through: Drive action items across KAM, site operations, PMO, Procurement, Finance, Legal, and technical teams by clarifying owners, target dates, dependencies, and escalation paths.
• Customer and leadership readiness support: Prepare concise meeting packs, CBU status reports, QBR/MBR inputs, action logs, risk summaries, decision requests, and executive updates aligned to HAEA standards.
• Process improvement and technology enablement: Document repeatable workflows, SOPs, templates, checklists, and training materials; identify opportunities for practical automation and better use of CRM, Microsoft 365, reporting, and collaboration tools.
• Confidentiality and compliance: Protect customer, pricing, contract, employee, and commercial information and follow HAEA requirements for access, confidentiality, approvals, and records management.

Skills and Experience

Required Qualifications

• 5+ years of experience in Sales Operations, Sales Support, Revenue Operations, Deal Desk, Business Operations, Procurement Operations, or a similar cross functional role.
• Experience supporting multiple accounts, sites, or business units in a fast-paced environment with shifting priorities and concurrent workstreams.
• Strong project coordination and follow-up skills, including the ability to close action items and elevate blockers with clear facts and ownership.
• Advanced Excel skills, including pivots, lookups, data validation, reconciliation, and repeatable reporting.
• Hands‑on experience maintaining CRM data and producing pipeline, forecast, and performance reporting; Salesforce experience strongly preferred.
• Experience with SAP‑related processes such as PR/PO activity, goods receipt, invoice or AR visibility, IO/WBS tracking, or related operational reporting.
• Excellent written and verbal communication skills with the ability to work effectively with technical, financial, legal, operational, and customer stakeholders.
• High attention to detail, strong ownership, sound judgment, and disciplined documentation habits.
• Familiarity with quotes, SOWs, MSAs, purchase orders, invoicing, and workflows involving Legal, Procurement, Finance, and Delivery/PMO.

Preferred Qualifications

• Experience supporting enterprise account teams in IT services, infrastructure, cybersecurity, cloud, applications, managed services, hardware/software purchasing, or systems integration.
• Experience supporting automotive manufacturing plants, production-sensitive environments, or multiple Hyundai Motor Group affiliates.
• Experience coordinating customer billing, AR follow‑up, procurement, vendor onboarding, contract lifecycle activities, and QBR/MBR routines.
• Experience with reporting and automation tools such as Power BI, Tableau, Power.
• Query, Microsoft 365, or Asana.
• Knowledge of AM Region manufacturing and affiliate business processes is a plus.

Perks and Benefits

While working as a Balance Staffing Associate, you will be able to take advantage of weekly pay, optional medical benefits, paid sick leave, and state‑specific retirement saving options in accordance with state or local law.

About the Company

An automotive information technology organization, committed to providing world‑class technology services to its clients throughout North America.

Balance Staffing is proud to be an equal‑opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, Veteran status, or any other characteristic protected by federal or state law.