Sales Operations Process Specialist

Aston Carter; California; In loco; USD 70.000 - 95.000; Tempo pieno

Descrizione del lavoro

Aston Carter is seeking a Sales Operations Process Specialist in California to develop, document, and standardize SOPs, workflows, and training materials for the Transit Sales department. The role focuses on creating templates and a Sales Operations Playbook to drive consistency and scale the sales organization.

You will work with Sales Operations leadership to validate, refine, and implement standardized processes, ensuring documentation is organized, version-controlled, and accessible to

Competenze

• Bachelor's degree in Business Administration, Operations Management, Industrial Engineering, Supply Chain, or related field.
• 3+ years of experience in business process improvement, operations, project coordination, business analysis, or a related field.
• Strong understanding of business process documentation and workflow development.
• Proficient in creating SOPs, work instructions, and process documentation; experience with Visio/Lucidchart and MS Excel.

Mansioni

• Develop, document, and maintain SOPs for Sales Operations processes.
• Create process maps, workflow diagrams, swim lane charts, and other visual documentation.
• Analyze current processes to identify standardization opportunities and improve efficiency.
• Document current and future-state workflows for sales, quoting, bidding, contract administration, and related functions.
• Collaborate with leadership to validate, refine, and implement standardized processes.
• Ensure process documentation is organized, version controlled, and accessible to stakeholders.
• Develop work instructions, templates, checklists, and supporting documentation.
• Build and maintain a comprehensive Sales Operations Playbook as a central resource.
• Assist with change management for new processes and organizational improvements.
• Support development of departmental training materials and onboarding documentation.

Conoscenze

SOP development

Process mapping

Cross-functional collab

Visio/Lucidchart

Excel (VLOOKUP)

Documentation

Manufacturing exp

ERP systems

Continuous improvement

Formazione

Bachelor's degree in Business or related

Strumenti

Visio

Lucidchart

Microsoft Office

Descrizione del lavoro

Job Title: Sales Operations Process Specialist

Job Description

The Sales Operations Process Specialist develops, documents, and standardizes the processes, procedures, and operational documentation that support the Transit Sales department. This temporary role focuses on creating Standard Operating Procedures (SOPs), workflow diagrams, process maps, work instructions, templates, and training materials that drive consistency, improve efficiency, and enable the Sales organization to scale effectively. Working under the direction of Sales Operations leadership, this position builds and maintains the operational framework that allows the Sales team to execute work efficiently and consistently, culminating in a comprehensive Sales Operations Playbook that serves as the central operating guide for the department.

Responsibilities

• Develop, document, and maintain Standard Operating Procedures (SOPs) for Sales Operations processes.
• Create process maps, workflow diagrams, swim lane charts, and other visual documentation to clearly illustrate departmental workflows.
• Analyze current Sales Operations processes and cross-functional workflows to identify opportunities for standardization and improved efficiency.
• Document current-state and future-state workflows for sales, quoting, bidding, contract administration, program management, document control, and related business functions.
• Collaborate closely with department leadership to validate, refine, and implement standardized processes across the organization.
• Ensure all process documentation is organized, version controlled, and easily accessible to relevant stakeholders.
• Develop detailed work instructions, templates, checklists, and supporting documentation to improve consistency and quality of execution.
• Develop and maintain a comprehensive Sales Operations Playbook that consolidates SOPs, workflows, best practices, templates, work instructions, roles and responsibilities, process documentation, and training materials into a centralized resource.
• Assist with change management initiatives related to new processes and organizational improvements, helping teams adopt and sustain new ways of working.
• Support the development of departmental training materials and onboarding documentation for Sales Operations and related roles.
• Recommend process improvements that enhance the efficiency, effectiveness, and scalability of the Sales Operations department.
• Gather information and tribal knowledge from subject matter experts, including bid analysts, program managers, regional sales managers, and other roles, and translate it into clear, structured systems and processes.
• Maintain confidentiality of proprietary company information and customer data at all times.
• Work cross-functionally with departments such as Finance, IT, Engineering, Sales, Purchasing, Production, Warranty, Marketing, and Legal to accurately document handoffs, responsibilities, and workflows that support Sales Operations.
• Adapt to a brand new role by staying focused, flexible, and collaborative while processes and expectations are being defined and refined.

Essential Skills

• Bachelor's degree in Business Administration, Operations Management, Industrial Engineering, Supply Chain, or a related field is highly preferred, and required for potential direct conversion.
• At least 3+ years of experience in business process improvement, operations, project coordination, business analysis, technical documentation, or a related field.
• Strong understanding of business process documentation and workflow development.
• Proven experience creating Standard Operating Procedures (SOPs), work instructions, and process documentation.
• Experience creating SOPs, workflow diagrams, and process documentation is required.
• Proficiency with Microsoft Visio, Lucidchart, Microsoft Office Suite, or similar process mapping and documentation tools.
• Strong Microsoft Excel skills, including at minimum the ability to use VLOOKUPs and pivot tables.
• Excellent organizational skills with exceptional attention to detail.
• Strong written communication skills with the ability to clearly document complex business processes.
• Ability to gather information from multiple stakeholders and translate it into clear, standardized documentation.
• Experience working in or with manufacturing environments.
• ERP system experience in a business or operations context.
• Experience with continuous improvement methodol