Sales Operations Analyst: Onboarding, Contracts & Analytics

SmartRecruiters, Inc.; Dallas, Northern (TX, KY); Hybrid; USD 65,000 - 90,000; Full time

Job summary

BOSCH USA seeks a Sales Operations Analyst to provide operational support across the commercial organization, focusing on onboarding customers and manufacturer representatives, contract administration, and cross-channel operations.

The role connects Sales, Finance, Legal, HR, and IT to ensure contracts, data, and processes are accurate, timely, and standardized, enabling efficient sales operations and strategic reporting.

Qualifications

• Bachelor's degree in Business, Operations, Analytics, Marketing, Engineering, or related field, or equivalent combination of education and experience.
• 2+years of experience in sales operations, commercial operations, business operations, customer onboarding, contract administration, or related field.
• Experience supporting customer or manufacturer representative onboarding.

Responsibilities

• Serve as the primary operational point of contact for onboarding new customers and manufacturer representatives.
• Coordinate the end-to-end onboarding process, including required documentation, approvals, contracts, account setup, pricing, system configuration, and internal stakeholder coordination.
• Partner with Sales, Finance, Legal, Customer Support, Operations, and other functions to ensure onboarding requirements are completed accurately and on time.
• Monitor onboarding progress and proactively identify missing information, delays, or issues requiring resolution.
• Establish and maintain standardized onboarding procedures and documentation.
• Ensure customer and manufacturer representative information is accurately established and maintained across CRM, ERP, and other commercial systems.
• Support changes to existing customer and representative relationships, including account updates, ownership changes, channel changes, and organizational changes.
• Serve as the primary operational resource for customer and manufacturer representative contract administration.
• Coordinate contract initiation, review, execution, amendments, renewals, and terminations with Sales, Legal, Finance, and other stakeholders.
• Maintain accurate records of contract status, key terms, effective dates, and required actions.
• Monitor contract lifecycle activities and proactively communicate upcoming renewals, expirations, or required amendments.
• Coordinate internal approvals and documentation required to establish or modify commercial relationships.
• Ensure contract-related information is appropriately reflected in CRM, ERP, and other applicable systems.
• Support resolution of operational questions related to contractual requirements and elevate legal matters to the appropriate Legal stakeholders.
• Provide operational support across Factory Direct, Independent Distribution, National Accounts, and other commercial sales channels.
• Coordinate activities that involve multiple sales channels, business units, or legal entities.
• Partner with Sales and functional stakeholders to ensure appropriate processes, account ownership, system setup, and approvals are followed.
• Identify opportunities to improve consistency and standardization across channels and legal entities.
• Support channel-specific initiatives, organizational changes, pricing updates, product changes, and other commercial activities.
• Maintain accurate customer, manufacturer representative, and account information across CRM, ERP, and other commercial systems.
• Serve as an operational point of contact for internal teams regarding account status, onboarding progress, contracts, and setup requirements.
• Support customer and representative account maintenance throughout the relationship lifecycle.
• Assist with customer issue resolution by coordinating with Sales, Operations, Customer Support, Finance, and other stakeholders.
• Support product launches, product changes, and other commercial initiatives by coordinating data, documentation, and communications.
• Execute sales reporting, forecasting, and analysis to support commercial teams and leadership.
• Prepare and distribute standardized reports related to sales performance, bookings, pipeline activity, customer activity, and operational trends.
• Maintain Power BI dashboards supporting Sales and Financial performance.
• Analyze operational data to identify trends, exceptions, data quality issues, and opportunities for improvement.
• Provide ad hoc analysis and reporting in support of commercial initiatives and leadership requests.

Skills

Analytical skills

Organizational skills

Problem-solving

Communication skills

Education

Bachelor's degree in Business/Operations/Analytics/Engineering

Tools

Excel

CRM

ERP

Power BI

Job description

BOSCH USA seeks a Sales Operations Analyst to provide operational support across the commercial organization, focusing on onboarding customers and manufacturer representatives, contract administration, and cross-channel operations.

The role connects Sales, Finance, Legal, HR, and IT to ensure contracts, data, and processes are accurate, timely, and standardized, enabling efficient sales operations and strategic reporting.