Business Analysis, Business Operations, Channel Sales, Contract Creation, Contract Management, Cross-Functional, Customer Relations, Customer Relationship Management (CRM), Customer Relationship Management (CRM) Systems, Customer Retention/Renewal, Customer Support/Service, Data Analysis, Database Administration, Document Management, Finance, Financial Trend Analysis, Forecasting, Health Plan, Healthcare, Information Technology & Information Systems, Leadership, Life Insurance, Marketing, Operational Support, Operations Management, Outbound Marketing, Partner Sales, Performance Metrics, Program Evaluation, Reporting Dashboards, Revenue/Sales Reporting, Risk, Sales, Sales Operations, Sales Pipeline, Sales Qualification, Sales Support, Time Management
Sales Operations Specialist
Dunbridge, OH
Principle Business Enterprises (PBE) is looking for a Sales Operations Specialist to support our Branded Incontinence sales team. Youll work closely with our Manager of Sales Operations on everything from CRM maintenance and reporting to contract coordination and customer outreach.
What Youll Do
Sales Enablement & Execution
- Support sales representatives by helping prepare materials and tools that assist with customer conversations
- Maintain and organize information related to key accounts and ongoing initiatives so the team can access what they need
- Help identify ways to make sales processes more efficient and consistent
CRM & Pipeline (HubSpot)
- Maintain accurate and up-to-date CRM records including opportunities, activities, and customer information
- Help build and update dashboards that give the team visibility into pipeline activity and sales rep performance
- Support tracking of marketing program effectiveness within the sales pipeline
Contracting & Customer Support
- Assist with the preparation and coordination of contracts, bids, and proposals
- Manage contract documentation to ensure it is accurate, complete, and processed on time
- Serve as a point of contact for basic customer inquiries related to contracts
Customer Engagement & Retention
- Conduct outreach via phone and email to support lead qualification and customer relationship maintenance
- Help monitor customer health indicators and flag potential at-risk accounts to the sales team
Sales Reporting & Analytics
- Build and maintain standard reports and dashboards covering pipeline performance, revenue trends, and KPIs
- Support month-end reporting, forecasting, and executive summaries in partnership with sales leadership
- Ensure indirect sales reporting is accurate and complete, including tracing and rebate data
- Maintain databases used for reporting across Sales, Finance, and cross-functional teams
What Were Looking For
- Bachelors degree in Business, Marketing, Data Analytics, Information Systems, or a related field preferred
- 12 years of experience in sales operations, business analytics, CRM administration, or a related role; recent graduates with relevant internship experience are encouraged to apply
- Interest in sales, data, or business operations
- Comfort with data and basic analytics; experience with Excel, HubSpot or other CRM tools, or reporting platforms is a plus
Join a Team That Changes Lives
Principle Business Enterprises, Inc. (PBE) is a family-run, value-driven organization with a deep commitment to improving lives. With over 60 years of service to the healthcare field and more than 30 years as a pioneer in incontinence and moisture management solutions, were proud of the impact our products and people make every day.
We offer excellent health benefits including free access to onsite and local health clinics, paid personal and vacation time, an annual profit-sharing bonus, a 401k plan with company match, company-paid disability and life insurance, and more. We foster a supportive environment where safety, quality, teamwork, and continuous improvement come first.
Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.
We are an equal opportunity employer and are committed to non-discrimination in all employment practices. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
As a federal contractor, PBE complies with the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA) and Section 503 of the Rehabilitation Act. Veterans and individuals with disabilities are encouraged to apply. Reasonable accommodations are available throughout the application and hiring process.