~3h ago
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Sales & Operations Analyst

United StatesUnited States·Santa AnaNormalmid
OperationsOperations Analyst
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Quick Summary

Overview

General Purpose Provide administrative and operational support directly to a sales team to assist in achieving sales targets.

Technical Tools
OperationsOperations Analyst

Provide administrative and operational support directly to a sales team to assist in achieving sales targets. Collaborate with the sales team to ensure the timely and accurate processing of sales-related tasks. Coordinate activities between the sales representatives, customers, and various internal departments. Support the successful implementation of new accounts and ongoing account service to customers. Handle a wide variety of sales support activities as a result of full understanding of sales process and operational knowledge. Function as a go-to resource and provide assistance to team members. Monitor, and coordinate inventory status reports and proactively approach supply shortages, stock outs, and communicate accordingly cross functional management team.

Responsibilities

~2 min read
  • →Collaborate with demand, supply and production planners on inventory availability for customer orders
  • →Develop action plans to resolve excess and “stranded” inventory levels working closely with sales, finance, and other planning teams to mitigate financial impacts
  • →Analyze and prevent aging inventory of finished goods
  • →Prepare and document all quote, proposal, submission, or contract information as directed in designated system, ensuring information is properly updated to reflect all account activity
  • →Perform required follow ups to ensure timely completion of quotes and delivery of proposals
  • →Remarket renewals, contact customers, create renewal proposals, and handle other renewal activities in coordination with sales
  • →Complete all necessary paperwork, ensuring proper signatures, and provide completed paperwork to appropriate group within established timeframes
  • →Maintain organized records of leads, sales activities, customer interactions (inbound or outbound), and communications in designated system, ensuring information is accurate, comprehensive, and up to date
  • →Liaise with other departments or escalate to supervisor to address customer concerns and ensure effective problem resolution
  • →Create sales reports (customer inquiries, sales trends, customer complaints, delivery or service problems, reasons for product returns, etc.), forecasts, and performance analyses for the sales team
  • →Maintain updated knowledge of the company's products and services to address customer inquiries effectively
  • →Coordinate activities with the sales organization, facilitating the sales planning process to achieve agreed upon business goals.
  • →Develop demand plans for various segments of the business
  • →Provide accurate forecasts that maximize customer satisfaction, meet sales goals, and allow for cost-effective distribution. Actively and clearly communicate with the sales team and strategic accounts to validate current forecast and report any deviations. Provide forecasts of anticipated demand for new and/or proposed new products, working with sales and marketing as appropriate
  • →Support team with management of forecasting tools and financial systems
  • →Recommend procedures, work instructions, and metrics. Use a collaborative approach to obtain buy-in on forecasts and demand plans
  • →Produce and/or develop reporting as required by business
  • →Track and reconcile metrics versus established target

The requirements herein are intended to describe the general nature and level of work performed by employee, but is not a complete list of responsibilities, duties, and skills required. Other duties may be assigned as required.

  • Undergraduate degree or equivalent combination of education and practical work experience
  • 2 to 5 years related experience
  • Proficient knowledge of and skill with Microsoft Office Suite and company computer systems
  • Understanding of production capacities, constraints, and cost/service trade-offs
  • Skill in analytical thinking and problem solving
  • Able to communicate clearly and effectively, both verbally and in writing, for a diverse range of internal and external audiences
  • Able to elicit cooperation from variety of sources, including management, production planning, quality teams, logistics, procurement, etc.
  • Able to handle challenging or conflict situations with tact and professionalism
  • Able to prioritize and meet deadlines
  • Able to manage multiple various projects with sense of urgency
  • Able to work collaboratively with employees in a variety of departments
  • Able to organize time, energy, and resources effectively to achieve goals (organizational skills)
  • Able to consider both strategic and practical implications for proposed course of action
  • Must be able to read, write and speak English

 

 

An Equal Opportunity Employer including Disabled/Veterans

Location & Eligibility

Where is the job
Santa Ana, United States
On-site at the office
Who can apply
US

Listing Details

First seen
September 30, 2026
Last seen
September 30, 2026

Posting Health

Days active
0
Repost count
0
Trust Level
57%
Scored at
September 30, 2026

Signal breakdown

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Sales & Operations Analyst