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Sales Operations Specialist
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Motley Terpz
Los Angeles, CA (In Person)
$57,500 Salary, Full-Time
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Job Description
Position Overview The Sales Operations Specialist is the administrative engine driving the sales pipeline. This role removes operational friction for the sales team by managing CRM data, processing inbound purchase requests, tracking client accounts, and overseeing Accounts Receivable (AR). This role bridges the gap between sales activity and finance/fulfillment, ensuring orders are perfectly prepared for the inventory team once financial criteria are met. Core Responsibilities 1. Order Intake & Verification Receive intake sales orders from the sales team, review for pricing accuracy, and input them cleanly into the CRM/ERP system. Monitor order data patterns, manage sample requests, track discount usage, and flag any unusual sales behaviors or unauthorized pricing to leadership. 2. Accounts Receivable & Credit Administration Actively manage and follow up on outstanding Accounts Receivable (AR) in a timely, professional manner. Administer the credit approval process; flag and hold accounts with outstanding balances before passing orders to the fulfillment department. Obtain formal leadership and Finance approval before presenting extended payment terms or credit arrangements to any account. 3. Sales-to-Fulfillment Pipeline Liaison Serve as the main point of contact for the sales team regarding order status, tracking updates, and delivery timelines. Package complete, verified order requests (including proof of payment or approved credit terms) and hand them off to the Inventory & Fulfillment team for packing. Build strong working relationships with field sales reps to ensure smooth order flow and proactive communication. 4. Data Integrity & Reporting Maintain clean customer profiles, interaction histories, and sales contracts within the CRM platform. Generate regular sales operational reports covering fulfillment rates, pipeline velocity, outstanding AR aging, and sales trends. Key Performance Indicators (KPIs)