Description

Primary Purpose:

The Sales Operations Specialist assists with managing the operations and financial tasks for the Costco account and club business unit. This role supports the sales team in a variety of areas, including accruals, inventory management, reporting, and sales analysis. The ideal candidate will be an excellent communicator, comfortable working with cross-functional teams, and passionate about supporting business growth.

Responsibilities:

• Effectively manage direct customer communications related to daily account activity.
• Resolve all issues to client satisfaction or escalate as needed.
• Maintain knowledge of competitor products and identify and report intelligence on competitor pricing or marketing strategies.
• Submit prospective customer engagement plans, and action plans for follow-up.
• Assist with accruals, expense tracking, and reporting for the club unit to ensure accurate financial records and timely reconciliation.
• Generate weekly/monthly sales reports, track performance against targets, and assist with forecasting efforts.
• Plan, track, and report on in-store demonstrations for Costco and other retailers, ensuring alignment with marketing and sales objectives.
• Assist with monitoring inventory levels, reconciling discrepancies, and working with suppliers to ensure timely replenishment of stock.
• Liaise with suppliers and distributors to manage product orders, deliveries, and quality issues.
• Support order processing, ensuring that Costco and other retailer orders are filled accurately and on time.
• Help ensure that all products meet compliance standards and maintain accurate documentation for audits or retailer requirements.
• Collaborate with sales, marketing, and production teams to execute product launches, promotions, and special initiatives.
• Assist with customer inquiries, complaints, and requests, ensuring a positive relationship with Costco and other key accounts.

Qualifications

Education, Qualities and Skills Required:

• Strong proficiency in Microsoft Excel, PowerPoint, and experience with reporting and data analysis tools.
• Experience with financial reporting, accruals, and budget management preferred.
• Excellent communication and organizational skills.
• Ability to prioritize tasks and manage multiple projects in a fast-paced environment.
• A proactive, solution-oriented approach to problem-solving.
• Experience in the food industry or retail operations is a plus.
• Bachelor’s degree in business, operations, or a related field preferred.
• 2+ years of experience in a related role (sales, operations, retail, or supply chain).

Supervisory Responsibility:

No direct supervision required.

Work Environment:

Typical office working environment which includes a workstation equipped with a computer and other office supplies necessary for daily tasks. Typically, climate-controlled to provide a comfortable working temperature year-round. Lighting is usually a mix of natural and artificial sources to ensure sufficient lamination.

Position Type/Expected Hours of Work:

This is a full-time salaried position, and hours of work and days are Monday through Friday. Expectations of 45 hours per week, to be worked during normal business hours.

Physical Requirements:

The physical requirements for an office environment typically include:
1. Sitting: Prolonged periods of sitting at a desk or workstation.
2. Typing: Frequent use of hands to type on a keyboard and operate a computer mouse.
3. Visual Requirements: Extended periods of viewing a computer screen and reading printed or digital documents.
4. Mobility: Occasional walking or standing, including moving between different areas of the office.
5. Manual Dexterity: The ability to handle office equipment, such as phones, printers, and copiers, and to file documents.
6. Communication: Clear verbal and written communication skills for interacting with colleagues, clients, and vendors.
7. Lifting: Occasionally lifting and carrying light objects, typically up to 20 pounds, such as files, documents, or office supplies.
8. Reaching and Bending: Reaching above shoulder height and bending to access files and office supplies.
9. Hearing: Adequate hearing ability to participate in meetings and teleconferences.

These requirements ensure that employees can perform their duties effectively and safely within an office setting. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

Compensation and Benefits:

The salary range for this position is $78,900-$101,000 with a 10% annual bonus potential.

Our comprehensive benefits package includes:

• Health, dental, and vision insurance
• 401(k) plan with employer contribution
• Paid time off and holidays
• Professional development opportunities
• Employee wellness programs

Salary range is based on consideration of required qualifications, experience, education, skill, training, certifications or seniority, etc. Schuman Cheese reserves the right to offer the selected candidate or applicant an hourly rate or salary at an appropriate level to be set and determined by Schuman Cheese that is commensurate with the applicant’s qualifications, experience, education, skill, training, certifications or seniority.