The Field Sales Operations Specialist (FSOS) will work closely with the Comp Lead/CSS to provide support for compensation, data management, and sales credit transfers (SCTs). This position is also responsible for handling the day-to-day physical operations of the Milwaukee sales office and supporting internal and external sales activities to help achieve sales growth. This person interacts with internal/external customers daily and continually collaborates with account managers to increase sales force productivity and effectiveness. A friendly, outgoing personality and accommodating, team-player attitude is essential.
Organizational impact All sales professionals/management, domain experts, distributor operations
Key customer/stakeholder relationships Regional leadership, Sales Managers, Account Managers and Domain Experts, Distributor Sales Team and Operations, Finance (ICM team), HR/Compensation
Responsibilities/Functions (includes but not limited to the following)
Sales Performance & Compensation Management
Use Campaign Execution Reporting, Dynamics and Sales Funnel analytics to track and drive funnel activity
Perform customer analytics using data to identify ways to increase market share; Generate POS reports
Shadow Comp Lead/CSS to gain knowledge of entire compensation process and provide back-up as needed
Work with Incentive Compensation Management (ICM) on issue resolutions from start to finish
Collect information, document, and obtain necessary approvals to drive Sales Credit Transfers (SCTs) to completion
Collaborate with GCI and distribution to ensure GPOS timeliness and cleanliness; Run GPOS analytics
Complete all GPOS/SCT activities accurately and in a timely manner for compensation payouts
Work with ICM and GCI teamsparticipate in meetings and communicate team updates to sales
Support all activities related to annual goal setting process; provide reports and communicate deadlines
Ensure Sales Management team is aware of monthly and annual deadlines
Train new employees on incentive business systems as it relates to compensation.
Answer and direct main incoming phone line for sales office
Welcome and direct visitors, monitor entry and access for guests, deliveries, Wi-Fi, etc.
Provide first line of response and support for inquiries/issues from sales team, distributors and customers
Develop/modify PowerPoint/Excel presentations for territory meetings as needed
Coordinate internal/external meetings, small events; assist with some travel around meeting logistics
Manage onsite conference rooms (set up for meetings, order lunches and resolve scheduling conflicts)
Support basic office function (order and maintain kitchen and office supplies, maintain office equipment)
Coordinate payment for office services received and assist in reconciling office expenses each month
Handle incoming and outgoing mail and shipments for local office and training coordinator
Help plan and execute community service and inclusion efforts for sales office
Internal/External Sales Support
Work with channel sales team to increase distributor competency on system tools, processes, etc.
Process renewals/requests for agreements, run reports, and communicate status
Manage/facilitate logistics and tracking for commercial events (RA on the Move, Automation Fair, etc.)
Assist in the development and execution of sales pursuit strategies and lead generation/prospect research
Interact with customers and resolve commercial issues/concerns
Collaborate effectively with other RA business units, territories and regional sales team members
Train new operations team members on processes and system tools
Support Environmental Health and Safety initiatives for the office; run reports and audits
Update distributor resources and training materials; work on team newsletters
- Associates degree in business, marketing or related discipline; in lieu of degree, will consider 5 years related working experience. Bachelor's preferred
Minimum of 3 years in an administrative or support role in a sales environment
Knowledge of automation industry and products; Rockwell Automation products preferred
Microsoft Office Suite experience; Advanced Excel preferred
Experience with Office 365 applications including Microsoft Dynamics, SharePoint, PowerBI, etc.
Some experience using SAP
Proficient in using e-mail, Microsoft Outlook experience preferred
Excellent organization and communication skills
Exceptional interpersonal skills; fluent in speaking and writing in English
Multi-task and prioritize in a sales environment
Work and influence management decisions regarding compensation timing
Problem-solve and respond to unique situations in an appropriate manner
Be responsive, proactive and provide attention to detail
Demonstrate strong analytical skills and focus on process improvements
Legal authorization to work in the US is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening.
Global Sales & Marketing
Sales, Services, and Solutions
Milwaukee - Wisconsin
Rockwell Automation, the world's largest company dedicated to industrial automation, makes its customers more productive and the world more sustainable. Throughout the world, our flagship Allen-Bradley and Rockwell Software product brands are recognized for innovation and excellence.
When you choose Rockwell Automation, you join countless talented employees who have helped us establish our leadership position in the automation industry over the past century.
You join a diverse, inclusive and global community with a passion for innovation. A place where you can partner with great minds and inspiring people. And a corporation backed by the financial strength that drives growth and career opportunities.
As much as we focus on our customers, we know our employees are key to our success and future. Helping you develop a rewarding career is a top priority. Because when you succeed, we succeed.
Rockwell Automation is an Equal Opportunity/Affirmative Action employer.
If you are an individual with a disability and you need assistance or an accommodation during the application process, email our Talent Acquisition representative at RAApplicationsupport@ra.rockwell.com.
Download the EEO is the Law poster and the supplement for more information.