Sales Operations Manager - Bay Area

About the Role

Key Responsibilities

• Generate and analyze MTD/YTD sales and gross profit reports specific to electrical product lines.
• Monitor inventory value, AP/AR balances, and credit card reconciliations.
• Identify and batch transactions with low/high GP% for review.
• Provide proactive business insights and performance updates to leadership.
• Manage and validate sales transactions including SO/PO edits, overcommits, customer maintenance, and COD payment inquiries.
• Handle credit/rebills and ensure proper coding and approvals.
• Monitor transactions >90 days and update or cancel as needed.
• Collaborate with sales to update ship dates or obtain vendor invoices.
• Coordinate with vendors and contractors for timely delivery and invoicing of electrical components.
• Report and coordinate IT equipment disposal, Wasteology issues, and facility repairs.
• Track MHE leases, CapEx projects, and all branch facility assets.
• Ensure adequate staffing and update customer maintenance records.
• Maintain oversight of electrical inventory and ensure alignment with customer demand.
• Apply correct codes and ensure authorized entry validation.
• Use UET to determine pricing or stock issues.
• Schedule and maintain dashboards for job/customer tracking and performance metrics.
• Collaborate with Materials Management (MM) on inventory levels and items with no sales >180 days.
• Send service/leasing invoices for approval.
• Address customer issues, shortages, and operational errors.
• Review productivity and set goals for team members.
• Understand customer needs and provide support for electrical product selection and availability.

Requirements

• Bachelor's degree in business, Operations, or related field.
• 3-5 years of experience in sales operations, branch operations, or business analysis in the electrical distribution industry.
• Strong proficiency in Excel, ERP/CRM systems, and reporting tools.
• Excellent organizational, analytical, and communication skills.
• Ability to manage multiple priorities and work cross-functionally.
• Familiarity with electrical product lines, vendors, and customer applications.

Nice to Have

• Experience working in the electrical distribution industry.
• Knowledge of electrical product lines, vendors, and customer applications.

Qualifications

• No additional formal qualifications specified beyond degree and experience requirements.

Benefits & Perks

• Healthcare plans
• Dental & vision
• Paid time off
• Paid parental leave
• 401(k) retirement savings with company match
• Professional and personal development programs
• Opportunity to become a shareholder
• Employer-paid short and long-term disability
• Employer-paid life insurance for spouse and dependents
• Robust wellness program
• Gym reimbursement
• Employee Referral Program
• Employee Assistance Program (EAP)