Sales Operations Manager

Avidex Industries LLC•Lake Forest, CA

16h

About The Position

The Sales Operations Manager is responsible for enabling Account Executives (AEs) to operate efficiently and effectively by providing training, process support, and sales operations oversight. This role focuses on reducing friction in the sales process, improving workflow consistency, and supporting overall sales performance. This position leads the development and maintenance of sales training materials, process documentation, and internal playbooks, while also supporting proposal and bid quality, contract compliance, and order processing. The Sales Operations Manager partners closely with Sales, Purchasing, Administration, and Accounting teams to ensure alignment, accuracy, and timely execution across the sales lifecycle. The ideal candidate is highly organized, process-driven, and customer-focused, with strong communication skills and experience supporting sales teams in a fast-paced AV/IT or similar environment.

Requirements

6+ years of experience in sales operations, sales support, process improvement, training, or related roles
Experience in AV/IT, technology integration, or similar industry preferred
Proficiency with Microsoft Office and PDF tools
Experience with Salesforce CRM and CPQ systems
Strong organizational, multitasking, and time management skills
Ability to manage multiple projects with minimal supervision
Excellent verbal and written communication skills
Strong problem-solving skills and customer-focused mindset
Ability to work effectively under pressure and meet deadlines

Nice To Haves

Bachelor’s degree
Experience supporting complex sales environments, including bids and public sector work
Experience developing training materials or sales enablement programs

Responsibilities

Develop and maintain sales playbooks, training materials, and process documentation to support Account Executives
Serve as a primary resource for AEs (including new hires) on internal sales processes, tools, and workflows
Train and support AEs on proposal generation, deal registration, and internal systems
Document and maintain vendor deal registration processes, including SPA, registered, and volume pricing
Partner with Sales and Purchasing teams to obtain competitive pricing from manufacturers
Maintain and train to the Sales Handbook, providing guidance on internal processes and resources
Support proposal, quote, and bid development to ensure accuracy, completeness, and compliance
Prepare and manage bid packages, including bid bonds, compliance documentation, and public sector requirements
Maintain and prepare pre-qualification packages for general contractors, electrical contractors, and public entities
Review proposals and bids for eligibility under programs such as CMAS, GSA, NCPA, or PEPPM
Coordinate with Account Executives, Project Managers, and Engineers to support sales deliverables
Verify and process purchase orders, contracts, and notices to proceed in coordination with Purchasing and Accounts Receivable
Provide product pricing, availability, and order tracking support
Identify and communicate discrepancies or errors in orders and pricing
Support continuous improvement of sales processes and workflows
Attend trainings and follow company standards as required
Perform additional duties as needed to support sales operations