Sales Optimization Analyst

JOB DESCRIPTION

PRIMARY DUTIES & RESPONSIBILITIES

• Oversee the full lifecycle of customer contracts, including coordination of drafting, review, execution, renewal, extension, and closeout. Maintain organized electronic records of all contracts and related documentation, monitor expiration dates, and coordinate renewals as needed. Track contract status and provide updates to stakeholders while serving as the liaison between Sales and Legal. Identify opportunities to improve contract tracking and related processes.

• Provide support to sales operations through D365 account onboarding, including verifying legal entity names, preventing duplicate records, linking accounts to Omega for order processing, and performing regular CRM data cleanup to maintain data accuracy across systems.

• Assist with workflow mapping and process improvement initiatives, manage Estimating and Customer Service proposal log databases, and support reporting needs.

• Perform other duties as assigned to support Sales Optimization initiatives.

EDUCATION & EXPERIENCE QUALIFICATIONS

• Bachelor's Degree and 3-5 years of experience in contract administration, sales operations, or related role required

• Experience working with Senior Leadership

• Must be comfortable working autonomously, with little oversight

• Demonstrate strong computer skills and knowledge of common programs such as Microsoft Office

• Must possess excellent written and oral communication skills

JOB REQUIREMENTS

• Strong understanding of contract lifecycle management and documentation standards.

• Relevant work experience preparing and/or monitoring contracts

• Capable of professionally managing confidential information

• Experience creating and editing documents like PDFs, presentations, etc.

BEHAVIORAL COMPETENCIES

• Driven, Self-Starter, Critical Thinker, able to find creative solutions to problems

• Possesses superior organizational skills, able to manage multiple projects with shifting deadlines

• Exemplify a strong attention to detail

TECHNICAL COMPETENCIES

• Microsoft Office - Word, Excel, Powerpoint, Sharepoint (Required)

• Experience working with ERP/CRM systems (Required) - D365/Oracle (Preferred)