Sales Operations Administrator

**Overall Responsibility**: The Sales Operations Administrator supports the Sales Operations Coordinator by ensuring the smooth execution of day-to-day tasks related to Customer Master Data Management, Rep Force Management, and Fleet Management. In CMD Management, the administrator assists with the accurate and timely updating of customer records and helps maintain data integrity in line with company policies. They provide backend support for the Rep Force system, including updating user data, troubleshooting system issues, and assisting with training materials to ensure the sales team maximizes the platform's efficiency. For Fleet Management, the administrator supports the coordinator by preparing reports and handling administrative tasks to facilitate informed decision-making. By focusing on these core areas, the Sales Operations Administrator enables the coordinator to concentrate on higher-level strategic initiatives. Their proactive approach and attention to detail ensure that processes run efficiently, supporting the overall productivity and success of the sales operations team.

**Focus Area 1**

Customer Master Data Management
- Data Accuracy and Integrity - Support the Sales Operations Coordinator to ensure the customer master data is complete, accurate, and consistently maintained across all systems. Regularly validating and updating customer records to minimize discrepancies
- Customer Data Maintenance - Support the Sales Operations Coordinator in creating, updating, and deactivating customer accounts as required. Managing changes to customer information such as addresses, contact details, and account attributes
- System Management - Support the Sales Operations Coordinator in maintaining customer data in ERP systems like Acumatica & SYSPRO
- Training and Support - Support the Sale Operations Coordinator with training relevant teams on data management protocols and system usage. Providing support for issues related to customer master data
- Project Participation - Support the Sales Operations Coordinator with initiatives like system migrations, upgrades, or process automation related to customer data
- Audit and Documentation -Support the Sales Coordinator in preparing documentation for data management processes. Supporting internal or external audits by providing accurate data and records

**Focus Area 2**

Rep Force Management
- Customer Relationship Management - Managing customer profiles, including contact details, account history, and preferences. Enabling real-time updates to customer records to ensure accurate and current information
- Sales Planning and Execution - Supporting sales reps with tools for route planning, scheduling, and visit tracking sales targets, and performance metrics. Facilitating in-store execution, including stock checks, order placements, and promotional activity verification
- Order and Inventory Management - Allowing sales reps to place and manage customer orders during store visits
- Task and Workflow Automation - Automating routine tasks such as follow-ups, data entry, and reporting. Assigning and tracking tasks to ensure timely completion and accountability
- Promotional and Trade Marketing Support - Managing promotional activities, including tracking execution, capturing evidence and Allowing field teams to record photos and notes to document promotional implementation
- Communication and Collaboration - Enabling seamless communication between field teams and management through in-app messaging or notifications. Providing shared access to resources like training materials, product catalogs, and marketing assets
- Geolocation and Visit Tracking - Using GPS technology to optimize route planning and ensure visits are completed efficiently. Verifying visit locations and durations for accurate reporting
- Integration with ERP Systems - Syncing with ERP, CRM, and other enterprise software for seamless data flow and reporting. Supporting multi-platform use to align field data with organizational objectives
- Performance Monitoring and KPIs - Tracking individual and team performance metrics, such as sales volume, visit frequency, and task completion rates. Providing visualized KPIs to motivate field teams and align with company goals

**Focus Area 3**

SHP Fleet Management
- Fleet Management - Support the Sales Operations Coordinator overseeing the operation and maintenance of company vehicles. Ensuring vehicles are available, functional, and utilized efficiently. Managing vehicle registration, and compliance with local regulations
- Vehicle Maintenance and Repairs - Support the Sales Operations Coordinator with scheduling routine maintenance to prevent breakdowns. Coordinating repairs and ensuring vehicles are returned to service promptly. Maintaining a record of service histories for each vehicle
- Route Optimization - Support the Sales Operations Coordinator with planning efficient routes to minimize fuel consumption and wear and tear. Using GPS and Fleet Science so