Field Sales Operations Specialist more...
Location:Milwaukee, WI
Company:Rockwell Automation
First posted:April 25, 2017 (last updated 30+ days ago)

Position Summary:

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 teams-participate 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

Minimum Qualifications:

  • 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

Desired Qualifications

  • 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

  • Ability to:

    • 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.

Requisition Number:

Business Group:
Global Sales & Marketing

Job Category:
Sales, Services, and Solutions

Relocation Eligible:

Position Type:
Full Time

No. of Positions:

Work State/City:
Milwaukee - Wisconsin

Company Overview:
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.

EEO Statement:
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 (see application details).

Download the EEO is the Law poster and the supplement for more information.

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