Sales Operations Coordinator - Burbank, CA in Burbank, California at SunSource

Basic Function:

Provide strategic oversight of assigned OEM accounts through office and other non-manual work directly related to the company’s sales operations, customer management practices, and general business operations. This role is expected to be primarily engaged in exempt-level responsibilities such as analyzing account performance, interpreting customer and internal operating requirements, developing recommendations, advising leadership, planning account strategy, and exercising discretion and independent judgment on matters affecting revenue, margin, service levels, forecasting, and long-term customer retention.

Accountabilities and Decision-Making Authority:

Lead the administration of assigned OEM accounts with responsibility to evaluate business conditions, interpret policies and operating requirements, prioritize account actions, recommend solutions, and make independent decisions within established objectives and guidelines on matters affecting revenue, margin, customer commitments, and operational performance.

Essential Responsibilities/Duties:

• Manage a portfolio of strategic OEM accounts and develop account strategies that support revenue growth, retention, profitability, and service objectives.
• Analyze customer demand, order patterns, forecast inputs, margin considerations, and performance trends to identify risks, opportunities, and recommended business actions.
• Interpret customer requirements, pricing parameters, service expectations, and internal policies to determine appropriate account actions and advise stakeholders on available options.
• Recommend and implement account management practices, workflow improvements, escalation plans, and operating approaches that improve customer performance and operational efficiency.
• Serve as a primary advisor to sales leadership and cross-functional partners regarding account health, commercial issues, service risks, and resolution strategies.
• Lead customer business reviews, recurring account calls, and internal planning discussions to align priorities, communicate recommendations, and drive follow-through on actions with business impact.
• Exercise discretion and independent judgment in resolving complex customer, service, and supply issues, including determining when to escalate matters based on financial, operational, or customer impact.
• Oversee CRM, ERP, forecasting, and customer portal activity to support accurate business records, actionable reporting, and decision-making by leadership.
• Collaborate with Operations, Procurement, Accounting, Customer Service, and Outside Sales to influence outcomes on matters affecting account performance, customer commitments, and operating results.
• Perform other duties as assigned in support of business objectives, provided such duties remain consistent with the scope and level of the position.