Sales Support & Operations Specialist

Job Description

Job Description

Description :

As a Sales Support & Operations Specialist , you’ll play a key role in keeping our operations running smoothly and efficiently. This position supports outside sales, with responsibilities spanning from order processing and purchasing to CRM / ERP data management and post-sale coordination. You’ll ensure accuracy, streamline communication, and help deliver a seamless customer experience from sale through delivery and billing

Please note this is NOT a sales position; this role coordinates “after the sale” processes including ordering, tracking through delivery, billing, and supporting outside sales teams.

Essential Duties and Responsibilities

The essential functions include, but are not limited to the following :

• Support outside sales team through administrative assistance, data preparation, lead tracking, and quote coordination
• Approval and reconciliation of order confirmations and vendor invoices against purchase orders
• Manage motor vehicle sales documentation, including delivery, warranty registration, and title transfers
• Process purchasing of standard and accessory items to meet install and delivery timelines
• Communicate with vendors, customers, and internal teams (parts / sales / service) to support active projects
• Create sales packages through accurate data entry of sales orders, purchase orders, and production work tickets
• Prepare comprehensive billing packages and pay applications for customer accounts
• Request vendor quotes and stock inventory availability to support sales activity
• Receive and document sales leads via phone, email, and website for appropriate follow-up
• Maintain records for sales performance, financial forecasting, and lead status
• Review and execute construction contracts and provide required supporting documentation
• Source vendor and product information to assist sales in building accurate quotes
• Track order status, vendor completion, inspections, shipping, and delivery timelines
• Maintain and update CRM and ERP systems to ensure accuracy in sales and purchasing data
• Build and sustain strong working relationships across internal teams and external partners

Requirements :

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform the functions.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The employee is occasionally required to lift and / or move up to 15-30 pounds. The employee will be sitting at a desk for prolonged periods working in front of a computer.

Note

This job description in no way states or implies that these are the only duties to be performed by the employee(s) of this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities.

To perform this job successfully, the employee(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an at-will relationship.

SWS Equipment is an equal opportunity employer, drug-free workplace, and complies with ADA regulations as applicable.