Customer Escalation & Process Improvement Specialist

Judit Inc

  • Plano, TX
  • 13 days ago

    Highlights

    Develop, maintain, and enhance dashboards, reports, and scorecards to provide actionable insights on sales performance, KPIs, Returns, and business trends. Support the end-to-end sales operations lifecycle, including pipeline management, forecasting, territory planning, and quota administration.

    Numbers & Facts

    LocationPlano, TX

    Description

    Top 3 Skills;

    • Vendor Management

    • Business Analysis

    • Root Cause Analysis

    Key Responsibilities:

    Sales Operations & Enablement

    • Support the end-to-end sales operations lifecycle, including pipeline management, forecasting, territory planning, and quota administration

    • Partner with Sales, Marketing, Finance, and DA leadership to streamline processes and remove operational roadblocks

    • Serve as a key point of contact for sales enablement tools, systems, and processes across the DA organization

    • Assist in the development and execution of sales enablement programs, training materials, and onboarding resources to improve seller productivity and effectiveness

    • Oversee call center customer service operations for assigned accounts

    Data Analysis & Reporting

    • Develop, maintain, and enhance dashboards, reports, and scorecards to provide actionable insights on sales performance, KPIs, Returns, and business trends

    • Conduct deep-dive analyses to identify patterns, gaps, and opportunities within the sales funnel and revenue pipeline

    • Translate complex data sets into clear, concise narratives and recommendations for senior leadership and stakeholders

    • Monitor data integrity across CRM and related sales systems, ensuring accuracy and consistency of reporting

    Process Improvement & Project Management

    • Identify and lead continuous improvement initiatives that enhance the efficiency and scalability of sales operations processes

    • Document standard operating procedures (SOPs) and best practices for key operational workflows

    • Assist in managing cross-functional projects from initiation through completion, ensuring timely delivery and stakeholder alignment

    • Support change management efforts related to system implementations, process redesigns, and organizational updates

    • Identify and lead continuous improvement initiatives to reduce return

    CRM & Systems Administration

    • Manage and maintain CRM platforms (e.g., Salesforce) including data hygiene, user support, and process configuration

    • Collaborate with IT and systems teams to evaluate, implement, and optimize sales technology solutions

    • Provide end-user training and support for sales tools and platforms

    Stakeholder Collaboration & Communication

    • Act as a liaison between the DA Sales team and internal operations, finance, Logistics and analytics functions

    • Prepare and present operational updates, business reviews, and performance summaries to leadership

    • Build strong working relationships with stakeholders at all levels of the organization to ensure alignment and effective execution

    Required Qualifications

    • Bachelor''s degree in Business Administration, Business Operations, or a related field (Master''s degree a plus)

    • 5+ years of experience in Sales Operations, Business Operations, or a related analytical/operations role

    • Strong proficiency in CRM platforms (Salesforce preferred) and sales enablement tools

    • Advanced skills in Microsoft Excel and/or Google Sheets (pivot tables, VLOOKUP, complex formulas)

    • Demonstrated ability to manage and analyze large datasets and translate findings into actionable business insights

    • 3+ Years Call center operations experience

    • Proven project management skills with the ability to prioritize and manage multiple initiatives simultaneously

    • Strong written and verbal communication skills with the ability to present to executive audiences

    Preferred Qualifications

    • Experience working within a Decision Analytics, Data & Analytics, or Technology-driven organization

    • Familiarity with SQL or other data querying languages

    • Familiarity with data visualization tools such as Tableau, Power BI, or Looker

    • Experience supporting sales and contact center operations

    • Prior experience in a contractor or consulting capacity supporting large-scale enterprise organizations

    • Familiarity with Agile or project management methodologies (e.g., Jira, Zendesk)

    #IND

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