Sales Operations Specialist

This is a fully remote position, open to applicants in Arizona, +26 more states.

📋 Description

• Manage the processes for dealer and agent submission, amendments, onboarding, and contract follow-ups.

• Assess submissions for completeness, ensuring compliance with agreements, pricing, and state form requirements.

• Review requests for amendments, pricing, commissions, and markup changes, and route them for processing.

• Request PCRS credentials and oversee dealer and agent onboarding from implementation to launch.

• Provide PCRS training and present onboarding materials using PowerPoint presentations.

• Conduct remote training sessions for urgent dealer and agent requests.

• Collaborate with PMO, Risk, F&I Administration, Claims, Accounting, and other internal departments.

• Keep Salesforce account records up to date, including dealer and agent lists, statuses, and territory assignments.

• Manage Foundation dealer, district, regional, and territory alignments.

• Coordinate claims escalations, devise resolution strategies, and track issues until closure.

• Assist field sales with reporting, product information, customer meeting preparations, and training efforts.

• Analyze sales, contract, and activity metrics in Power BI and Salesforce, providing actionable recommendations to sales leadership.

• Monitor customer service and sales issues until resolved.

• Prioritize follow-ups for overdue accounts and coordinate communications with Accounting, agents, and field sales teams.

• Assist with PCRS remittance inquiries, month-end closing activities, pending contract reports, and corrective actions.

• Communicate updates on contract statuses to field sales, agents, dealers, and sales leadership.

• Contribute to quarterly objectives and implement process enhancements.

⛳️ Requirements

• Minimum of 3 years of experience in sales support, sales operations, or account administration.

• A bachelor's degree is preferred, or an equivalent combination of education and experience.

• Proven experience supporting a field sales organization in a dynamic environment.

• Knowledge of automotive finance, lending, F&I, or service business practices.

• Understanding of dealer and agency agreements, pricing models, commissions, and state form requirements.

• Proficiency in Salesforce or similar CRM platforms.

• Ability to juggle multiple priorities and meet competing deadlines.

• Excellent written and verbal communication skills.

• Capacity to work independently in a remote setting.

• Ability to make sound independent judgments regarding customer relationships, revenue, and contract compliance.

• Strong attention to detail and commitment to follow-through.

• Ability to foster effective working relationships across various departments.

• Preferred experience in automotive, F&I, warranty, or dealer services industries.

• Advanced knowledge of Salesforce reporting and CRM administration is preferred.

• Familiarity with Power BI and business intelligence tools is desirable.

• Previous experience supporting remote field sales teams is preferred.

• Experience in delivering product or system training is preferred.

• Must successfully pass a pre-employment drug screening.

🏝️ Benefits

• Paid time off

• Medical insurance

• Dental insurance

• Vision insurance

• 401k match (50% on the dollar up to 7% of employee contribution)

• Potential commission, bonus, or profit sharing

• Potential sign-on bonus, subject to state and local laws, terms, and conditions

• Equal Employment Opportunity employer

• Pre-employment drug screening required