Sales Operations Specialist
WEI (Worldcom Exchange, Inc.)
Overview WEI is a service and solution technology provider that focuses on building quality relationships with its clients. Our clients benefit from our technical talents, value-added services, demonstration labs, knowledge transfer center, integration/imaging labs, proof of concept labs and our commitment to quality. From server and networking configurations, imaging, inventory management, through on‑site implementation, our Operations Team is committed to providing unwavering support throughout the project.
WEI has an exciting opportunity for a Sales Operations Specialist to join our Operations team. The position supports the internal day‑to‑day sales activities to increase the productivity of the sales organization. This key position will work cooperatively with Inside Sales, Sales Ops, and other members of the WEI team to efficiently transition sales data into operational data and support the quote and order management processes across the entire order processing lifecycle. Operating as the workflow specialist between sales and operations teams, the Sales Operations Specialist will monitor for errors, efficiencies, and accurate data, and ensure the proper routing and prioritizing of orders.
Responsibilities
Accurately process customer transactions such as orders, quotes, and returns (RMAs)
Communicate with customers, vendors, and internal teams
Facilitate expedite requests
Prepare daily, weekly, monthly, and quarterly reports to vendors, customers, and management
Exhibit advanced proficiency with internal tools, workflows, and processes
Drive continuous improvement and successful workflows and processes
Liaise with sales and operational teams for timely resolution of issues
Develop, implement, and optimize workflows, tools, reports, and processes
Review and interpret ongoing business report requirements
Research required data
Follow company policies and procedures
Perform other duties as requested
Knowledge, Skills, and Abilities
2–5 years of experience in inside sales, sales operations, sales support, or order management
Working knowledge of MS Word, MS Excel, and CRM (Tigerpaw is a plus, but not required)
Ability to work in a matrix organizational environment and collaborate across all departments
Ability to manage changing priorities and handle multiple tasks simultaneously in a demanding environment
Interest in technology and innovation and enthusiasm for work
Analytical and problem‑solving skills to adapt to shifting priorities, demands, and timelines
Exceptional verbal and written communication and presentation skills
Self‑motivated with high energy and an engaging level of enthusiasm
Ability to occasionally travel and attend sales events or exhibits (0–5%)
Strong ability to change, adapt, evolve, and innovate
Team player who works collaboratively and positively at all times
Education
Bachelor's degree in Business Administration, Computer Science, Marketing, or an acceptable combination of education and experience
Nothing in this Job Description restricts the Company's right to assign or reassign duties and responsibilities to this position at any time. This position is at will, which means that either the employee or the Company may terminate the employment relationship at any time, with or without notice and for any reason or no reason.
WEI is an Equal Opportunity Employer: The Company believes that all persons are entitled to equal employment opportunity. The Company will not discriminate or tolerate discrimination against any employee or applicant because of race, color, creed, religion, genetic information, sex, sexual orientation, national origin, age, status with regard to public assistance, marital or veteran status, disability or any other characteristic protected by local, state or federal law.
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Overview WEI is a service and solution technology provider that focuses on building quality relationships with its clients. Our clients benefit from our technical talents, value-added services, demonstration labs, knowledge transfer center, integration/imaging labs, proof of concept labs and our commitment to quality. From server and networking configurations, imaging, inventory management, through on‑site implementation, our Operations Team is committed to providing unwavering support throughout the project.
WEI has an exciting opportunity for a Sales Operations Specialist to join our Operations team. The position supports the internal day‑to‑day sales activities to increase the productivity of the sales organization. This key position will work cooperatively with Inside Sales, Sales Ops, and other members of the WEI team to efficiently transition sales data into operational data and support the quote and order management processes across the entire order processing lifecycle. Operating as the workflow specialist between sales and operations teams, the Sales Operations Specialist will monitor for errors, efficiencies, and accurate data, and ensure the proper routing and prioritizing of orders.
Responsibilities
Accurately process customer transactions such as orders, quotes, and returns (RMAs)
Communicate with customers, vendors, and internal teams
Facilitate expedite requests
Prepare daily, weekly, monthly, and quarterly reports to vendors, customers, and management
Exhibit advanced proficiency with internal tools, workflows, and processes
Drive continuous improvement and successful workflows and processes
Liaise with sales and operational teams for timely resolution of issues
Develop, implement, and optimize workflows, tools, reports, and processes
Review and interpret ongoing business report requirements
Research required data
Follow company policies and procedures
Perform other duties as requested
Knowledge, Skills, and Abilities
2–5 years of experience in inside sales, sales operations, sales support, or order management
Working knowledge of MS Word, MS Excel, and CRM (Tigerpaw is a plus, but not required)
Ability to work in a matrix organizational environment and collaborate across all departments
Ability to manage changing priorities and handle multiple tasks simultaneously in a demanding environment
Interest in technology and innovation and enthusiasm for work
Analytical and problem‑solving skills to adapt to shifting priorities, demands, and timelines
Exceptional verbal and written communication and presentation skills
Self‑motivated with high energy and an engaging level of enthusiasm
Ability to occasionally travel and attend sales events or exhibits (0–5%)
Strong ability to change, adapt, evolve, and innovate
Team player who works collaboratively and positively at all times
Education
Bachelor's degree in Business Administration, Computer Science, Marketing, or an acceptable combination of education and experience
Nothing in this Job Description restricts the Company's right to assign or reassign duties and responsibilities to this position at any time. This position is at will, which means that either the employee or the Company may terminate the employment relationship at any time, with or without notice and for any reason or no reason.
WEI is an Equal Opportunity Employer: The Company believes that all persons are entitled to equal employment opportunity. The Company will not discriminate or tolerate discrimination against any employee or applicant because of race, color, creed, religion, genetic information, sex, sexual orientation, national origin, age, status with regard to public assistance, marital or veteran status, disability or any other characteristic protected by local, state or federal law.
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