Sales Operations Representative

Sales Cincinnati, Ohio



The Sales Operations Representative is responsible for assisting assigned Account Managers in protecting and increasing the Gross Profit Margin (GPM) and customer satisfaction through a heightened level of client service and daily attention.  Develops and maintains strong pre-post-sales contact with assigned company Accounts in order to facilitate positive and productive long-term relationships.  


Principal Duties and Responsibilities

  • Manage transaction lifecycle from quote to cash: identify account requests and coordinate/manage internal support team resources to ensure customer satisfaction
  • Review, manage, and maintain pipeline and forecast with assigned Account Managers. Schedule regular/recurring meetings to review opportunities that need to be added and/or updated in our CRM tool.  
  • Work independently with assigned customers to address questions/issues and provide timely solutions; engage with internal/external support team on resolution
  • Assist in structuring deals with Account Managers. Prepare customer pricing and proposals for assigned accounts using the parameters set by assigned Account Managers per Account
  • Work with assigned Account Managers to develop and maintain vendor relationships in order to gain improved communication, increased discounts, and fast turnaround on registration/special pricing requests
  • Accept all customer orders; verify bookable documents are complete and accurate prior to booking
  • Coordinate monthly meetings with Accounts Receivable to review invoice aging reports and past due invoices for assigned Accounts
  • Develop and maintain Client Profiles for assigned Accounts. Maintain records pertaining to past quotes in order to strategically provide current quotes and proposals
  • Provide ‘value-add’ services to assigned Accounts as requested (SLA, PPT presentations, order history, etc.), while having a clear understanding of the client’s internal structure and process

Desired Skills and Experience


  • Bachelor’s degree is required


  • 2 - 3 years of Sales Support (especially in Technology) is preferred
  • Open to various backgrounds


  • Ability to adequately describe how RoundTower provides value to customers and position RoundTower as a best of breed partner to all prospective customers
  • Comprehensive understanding of RoundTower business model, methodology, and value proposition
  • Independent self-starter, effective team player with creative problem-solving skills to help the organization achieve its earnings objectives
  • History of working in a high volume, fast-paced sales environment required
  • Strong verbal and written communication skills; ability to articulate needs
  • Ability to instantly build rapport
  • Strong interpersonal skills to effectively interact with all levels of internal and external clients
  • Organizational skills
  • Time management ability
  • Adaptable/Ability to react to situations
  • Ability to work independently on projects with minimal supervision
  • Work effectively and efficiently under pressure
  • Understands general business principles
  • Strong mathematical aptitude and the ability to work with and easily calculate margin percentages using cost+, list-, and flat GPM% models
  • Experience with NetSuite or other CRM preferred
  • Outstanding multitasking skills
  • Desire to learn and understand the business process from beginning to end
  • Strong work ethic with respect for work/life balance and positive work environment
  • Good people skills and strong backbone to stand firm in sales-centric environment
  • Positive attitude