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Sales Operations Specialist

Bunzl Canada
Calgary, CAN
Full Time
Mid
4 days ago
Sales EnablementData AnalysisCRMMicrosoft ExcelPower BIProcess Optimization
Free

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Role Overview

  • The Sales Operations Specialist is a mission critical role built for high performing professionals who blend strategic thinking, operational precision, and commercial insight.
  • You will operate across the entire sales ecosystem — from Outside Sales and Technical Specialists to Business Development and Own Brand teams — ensuring every seller is empowered to move faster, win more, and serve customers better.

Key Responsibilities Sales Enablement & Deal Acceleration

  • Partner with selling teams to advance opportunities through the qualify to close selling process.
  • Review CRM pipeline data to understand stage, deal size, and strategic fit.
  • Join sales planning sessions to align on strategy, customer pain points, and key value drivers.
  • Contribute insights from market research, competitive intel, and customer data.
  • Request and manage product information, pricing exceptions, and vendor support.
  • Build cost models and compile pricing packages for internal review and approval.
  • Map customer journey touchpoints to spot friction, improve engagement, and drive conversion.
  • Create polished, purpose built sales materials for internal and external use.

Key Responsibilities Data Analysis & Customer Insights

  • Analyze pipeline activity, and customer data to highlight risks and opportunities.
  • Create and maintain customer organizational charts to support strategic account planning.
  • Develop dashboards, forecasts, and data summaries to provide stakeholders with clear, actionable data.
  • Leverage reporting tools including Microsoft Office Applications: Excel, Word, PowerPoint, Power BI, CRM Dynamics, and automation platforms.
  • Connect insights across platforms to support personalized selling approaches.
  • Submit new item usage and forecasts to the purchasing team.

Key Responsibilities Operational Support & Workflow Optimization

  • Partner with Category and Supply Chain teams to source SKUs or initiate new item creation.
  • Coordinate product sample requests and vendor bill backs to manage costs and meet delivery timelines.
  • Prepare pricing review packages and manage formal pricing submissions.
  • Support Accounts Receivable by collecting missing customer information during New Customer setup.
  • Ensure part and price file accuracy to support quoting and order integrity.
  • Track requests through completion and eliminate ambiguity in workflows.
  • Identify inefficiencies and implement solutions to streamline execution.

Key Responsibilities Administrative & Commercial Support

  • Draft and review pricing agreements, contracts, and other commercial documents.
  • Monitor open requests and deadlines, following up to ensure completion and accountability.
  • Maintain organized, centralized records of customer interactions, agreements, and sales documentation.
  • Establish customer rebate based on trade agreements in the system.
  • Track and manage contract lifecycles — from initial request to execution and renewal.
  • Ensure all documentation complies with internal policies, customer requirements, and audit standards.
  • Prepare executive ready summaries, approval decks, or sign off packages to support deal closure.

Key Responsibilities Cross Functional & Customer Collaboration

  • Function as a key liaison between Sales, Marketing, Product, Customer Service, Accounts Receivable, Category Management, and Data teams.
  • Facilitate smooth internal handoffs and customer deliverables.
  • Proactively step in to clarify requirements, resolve blockers, and preserve customer confidence.
  • Escalate friction points and co lead efforts to improve tools, processes, and execution.

Qualifications

  • Diploma or degree in Business Administration, Sales, Marketing, or a related field.
  • Minimum 3 years in a sales operations, sales enablement, or business analysis role, preferably within a B2B environment. Experience in a distribution environment an asset.
  • Experience with Microsoft Office Applications: Excel, Word, PowerPoint, Power BI, CRM Dynamics, and automation platforms are highly valued.
  • You see how tactical work connects to long term business goals.
  • You are comfortable diving into data to uncover actionable insights.
  • Adapt your message to your audience — from field reps to senior leadership.
  • Approach complexity with curiosity and calm.
  • Ensure accuracy and follow through in fast paced, high stakes work.
  • Prioritize value — for internal partners and external clients alike.
  • Build trust and make your teammates better through partnership.

Performance Metrics

  • Deal Velocity – Reducing time from opportunity creation to close.
  • Sales Support Effectiveness – Fast, accurate quote turnaround and internal stakeholder satisfaction.
  • Customer Impact – Positive feedback from customers and improved engagement outcomes.
  • Operational Excellence Improved pipeline data quality, workflow efficiency, and process adoption.
  • Enablement ROI – Increased usage and effectiveness of tools, templates, and sales assets.

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