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Sales Operations Specialist
Sonsio Vehicle Protection. Own dealer and agent submission, amendment, onboarding, and contract follow-up processes .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in sales support and operations, with a strong focus on managing dealer and agent onboarding processes, compliance evaluation, and effective communication across departments. Proficient in Salesforce and Power BI for reporting and analysis, ensuring alignment with automotive finance and service business standards.
Highest-signal resume keywords
Salesforce CRM AdministrationAutomotive Finance KnowledgePower BI ReportingTraining DeliveryContract Compliance Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales SupportAccount AdministrationCompliance EvaluationData AnalysisContract Management
Soft Skills
Strong Communication SkillsAttention to DetailIndependent JudgmentRelationship BuildingTime Management
Tools & Technologies
SalesforcePower BIMicrosoft PowerPoint
Industry Keywords
F&IDealer ServicesAutomotive IndustryLendingWarranty
About the role
Key responsibilities & impact- Own dealer and agent submission, amendment, onboarding, and contract follow-up processes
- Evaluate submissions for completeness and compliance with agreements, pricing, and state form requirements
- Review amendments, pricing, commission, and markup changes and route requests for processing
- Request PCRS credentials and manage dealer and agent onboarding through implementation and launch
- Deliver PCRS training and present onboarding materials via PowerPoint
- Conduct remote training sessions for last-minute dealer and agent requests
- Liaise with PMO, Risk, F&I Administration, Claims, Accounting, and internal departments
- Maintain Salesforce account records, dealer and agent lists, statuses, and territory assignments
- Administer Foundation dealer, district, regional, and territory alignments
- Coordinate claims escalations, determine resolution approaches, and track matters through closure
- Support field sales with reporting, product information, customer meeting preparation, and training
- Analyze sales, contract, and activity metrics in Power BI and Salesforce and provide recommendations to sales leadership
- Monitor customer service and sales issues through resolution
- Prioritize follow-up for past-due accounts and coordinate communications with Accounting, agents, and field sales
- Support PCRS remittance inquiries, month-end close activities, pending contract reports, and corrective actions
- Communicate contract status updates to field sales, agents, dealers, and sales leadership
- Contribute to quarterly goals and implement process improvements
Requirements
What you’ll need- 3+ years of experience in sales support, sales operations, or account administration
- Bachelor's degree is preferred or equivalent combination of education and experience
- Experience supporting a field sales organization in a fast-paced environment
- Knowledge of automotive finance, lending, F&I, or service business
- Understanding dealer and agency agreements, pricing models, commissions, and state form requirements
- Experience using Salesforce or comparable CRM platforms
- Ability to manage multiple priorities and competing deadlines
- Strong written and verbal communication skills
- Ability to work independently in a remote environment
- Ability to exercise sound independent judgment on matters affecting customer relationships, revenue, and contract compliance
- Strong attention to detail and follow-through
- Ability to build effective working relationships across departments
- Experience within automotive, F&I, warranty, or dealer services industries preferred
- Advanced knowledge of Salesforce reporting and CRM administration preferred
- Experience using Power BI and business intelligence tools preferred
- Previous experience supporting remote field sales teams preferred
- Experience delivering product or system training preferred
- Must pass a pre-employment drug screening
Benefits
Comp & perks- Paid time off
- Medical insurance
- Dental insurance
- Vision insurance
- 401k match (50% on the dollar up to 7% of employee contribution)
- Potential commission, bonus or profit sharing
- Potential sign on bonus, subject to state and local laws, terms and conditions
- Equal Employment Opportunity employer
- Pre-employment drug screening required