Sales Operations Specialist

W-Services-Group; Brentwood (NY); On-site; USD 47,000 - 55,000; Full time

Job summary

W Services Group, LLC. is seeking a Sales Operations Specialist in Hauppauge, NY to support Account Managers with data integrity, reporting, and cross-functional coordination.

The role focuses on operational excellence and analytics to improve client service across North America. The position requires 3–5 years in sales support or related areas, advanced Excel skills, experience with CRM systems and Power BI, and a preferred Bachelor’s degree.

Qualifications

• 3-5 years in sales support, operations, or client services.
• Advanced Excel for reporting and data validation.
• Experience with CRM systems and Power BI.
• Bachelor’s degree preferred; strong analytical skills.

Responsibilities

• Serve as primary Sales Operations resource supporting AMs; no client portfolio ownership.
• Develop and distribute operational reporting and dashboards.
• Analyze metrics, trends, audits, and performance data.
• Collaborate with cross-functional teams to improve processes.

Skills

Advanced Excel

Power BI

CRM systems

Analytical thinking

Education

Bachelor's degree preferred

Tools

WAVES

WL

Analytics tools

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Sales Full Time Hauppauge, NY, US

3 days ago Requisition ID: 1100

Salary Range: $34.00 To $40.00 Hourly

W Services Group represents a team of subject matter experts in cleaning, construction, and emergency response services. Our quality focused employees and contract partners successfully develop, implement, and manage projects and programs for multi-site groups across North America. We have earned a reputation of being a high value provider and are best known for truly partnering with our clients in a highly collaborative environment. This level of partnership yields real solutions and best supports our clients’ brand image.

Our structure is designed around our clients and is focused on being highly collaborative through market teams across all departments. Our personnel are empowered to make decisions and resolve issues in order to achieve a high level of client satisfaction in a rapidly changing environment.

Partner with W Services to experience the difference and the new standard of clean. We are founded on the principles of a family business environment where the standard is to care, listen, respect, and trust one another.

We are always looking for talented, enthusiastic people to join our team. We believe the successful growth of our company depends on the teamwork and commitment of our employees to deliver the best service and value for our customers.

SUMMARY

The Sales Operations Specialist serves as a subject matter expert within the Sales Operations function. This position does not own a client portfolio or manage direct client relationships. Instead, the Specialist supports the Account Managers across all clients by providing account data integrity, operational support, reporting and analytics, process improvement, and cross-functional coordination. The Specialist provides operational recommendations and guidance to Sales Operations Coordinators and partners closely with Account Managers and client-facing teams to drive service excellence and account performance.

PRIMARY RESPONSIBILITIES

• Serve as the primary Sales Operations resource supporting AMs and CSMs across all clients; no portfolio ownership or direct client responsibility.
• Administer win/loss records for items such as but not limited to; cancellations, frequency and schedule changes, scope/specification modifications.
• Assist Account Managers in maintaining work order language, scopes of work, client specifications, and operational records.
• Help ensure all account information remains accurate, current, and audit-ready across all clients.
• Provide operational support to Account Managers for account changes, implementations, and transitions.

Reporting & Business Analytics

• Develop and distribute operational reporting, account scorecards, and client dashboards in support of Account Managers.
• Analyze operational metrics, trends, surveys, audits, penalties, and performance data.
• Prepare executive summaries, SBR materials, QBR presentations, and client review documentation.
• Utilize AI tools, Power BI, CRM systems, and analytics resources to deliver actionable business insights.
• Identify trends, risks, and opportunities across client accounts and share them with Account Managers.

Operational Excellence

• Evaluate operational processes and identify opportunities for improvement.
• Recommend enhancements to systems, workflows, reporting, and account management practices.
• Support implementation of process improvements and operational initiatives.
• Assist in developing best practices, documentation standards, and operational procedures.
• Serve as the primary Sales Operations escalation resource for CR/CP-related account concerns, operational issues, and service exceptions.
• Investigate and coordinate resolution of operational escalations, partnering with Client Success, Finance, Operations, and other stakeholders as appropriate.
• Provide ongoing guidance and support to Sales Operations Coordinators, assisting with account maintenance, documentation management, work order updates, reporting requests, and operational issue resolution for all accounts supported.
• Review and monitor account documentation, client specifications, and operational records to ensure accuracy, consistency, and compliance with established standards.

Cross-Functional Partnership

• Collaborate with Account Managers, Client Success Managers, Finance, Operations, and Business Development teams.
• Support Account Managers in resolving client operational issues and escalations.
• Assist with training and mentoring Sales Operations Coordinators.
• Provide recommendations regarding account setup, maintenance, reporting, and process compliance.

ADDITIONAL RESPONSIBILITIES

• Participate in special projects or initiatives as assigned
• Adapt to changing priorities to support department and organizational goals.
• Support cross-functional initiatives to improve processes, efficiency, or team outcomes

KNOWLEDGE, SKILLS & EXPERIENCE

• 3-5 years of sales support, operations, account management support, or client services experience.
• Advanced Excel skills including reporting, data validation, and analysis.
• Experience utilizing CRM and reporting systems.
• Strong analytical and problem-solving capabilities.
• Experience preparing executive-level reporting and presentations.
• Bachelor's degree preferred.
• Experience with Power BI, AI-enabled reporting tools, WAVES, WL, or similar platforms preferred.

W Services Group, LLC. provides Equal Employment Opportunities (EEO) to all employees and applicants for employment without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, marital status, citizenship, veteran status, genetic information, or any other characteristic protected by law.