Sales Operation Specialist
Sales Operation Specialist
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Job Description
The Sales Operations Specialist plays a pivotal support role that strengthens day-to-day business development execution. Acting as the central hub for data integrity reporting and process coordination this role equips senior leadership technical sales teams and Business Development Managers (BDMs) with timely insights that drive accountability and revenue growth. Although the position does not carry direct decision-making authority its analyses and observations directly influence resource allocation pipeline health and proposal outcomes.
Essential Duties & Responsibilities
CRM Stewardship & Pipeline Integrity
Manage all CRM data inputs and enforce data hygiene standards.
Cross check the sales pipeline reviewing Project Notice Reports (PNRs) for completeness and accuracy.
Monitor process compliance and flag gaps or bottlenecks to leadership.
KPI & Reporting
Develop and publish sales KPI dashboards and ad hoc reports for senior leadership.
Partner with leadership to refine KPI targets as team goals evolve.
Compile commission eligible revenue data and input into pay systems.
Sales & Opportunity Support
Serve as the primary liaison among opportunity aggregators BDMs and technical sales teams to ensure smooth handoffs and stakeholder alignment.
Track sales cycle milestones and surface at risk opportunities.
Proposal Process Coordination
Log assign project numbers and maintain proposal records for consistency.
Monitor milestones send deadline reminders and escalate emergency proposals.
Verify final submission requirements and archive documentation.
Go/No Go & Capacity Analysis
Collect inputs for operational go/no go reviews and prepare periodic summaries for budgeting staffing and planning decisions.
Meeting & Event Support
Prepare agendas slide decks and follow up actions for weekly BD meetings.
Track industry conferences evaluate ROI and capture insights to guide future attendance decisions.
Requirements
Minimum Qualifications:
- Education:Bachelors degree in Business Marketing Finance or a related field (equivalent experience considered).
- Experience:13years in sales operations sales support or CRM administrationpreferably within a B2B environment.
- Systems:Hands on expertise with a modern CRM platform (Salesforce HubSpot Microsoft Dynamics or similar) and proficiency in Excel or BI/reporting tools.
Preferred Qualifications:
- Experience creating automated KPI dashboards or leveraging BI tools (PowerBI Tableau).
- Familiarity with proposal management software or RFQ/RFP workflows.
- Exposure to commission calculation or sales compensation platforms.
Desired Skills:
- Exceptional attention to detail and data accuracy.
- Ability to convert raw data into concise executive ready insights.
- Strong organizational and time management skills; comfortable juggling multiple deadlines.
- Clear written and verbal communication; able to coordinate across functions without formal authority.
Work Environment
This position is a management role with on-call responsibilities for emergency response situations meaning employees will work in the Stow Ohio office and remotely as needed for projects. Schedules are based on the role and the teams needs.
Additional:
Department & Division: 210 Business Development
Exempt Status*: Non-exempt
Reports to**: Vice President of Sales
Works with Inside Company: Business Development Managers Operations Staff Administration
Works with Outside Company: Vendors Clients Contractors
Working Conditions: Hybrid
Supervisor Responsibilities: None
Physical Requirements:
Must be able to remain in a stationary position for long periods of time
Repeat motions that may include the wrist hands and/or fingers
Light work that includes moving objects up to 25 lbs.
Communication with others to exchange information.
Must be able to see read write and speak.
Occasional standing walking reaching stooping kneeling crouching
Working outdoors in all kinds of weather.
Walking for periods of time including maneuvering uneven uphill and downhill terrain
Travel Requirements:
% of travel time: 5-10% for occasional meetings conferences regional office visits.
*This position is classified as exempt based on the job duties.
**The company reserves the right to make changes to the reporting structure for this position due to business needs.
We are an Equal Employment/Affirmative Action employer. We do not discriminate in hiring on the basis of sex gender identity sexual orientation race color religious creed national origin physical or mental disability protected Veteran status or any other characteristic protected by federal state or local law. If you need a reasonable accommodation for any part of the employment process please contact us by email at and let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this e-mail address.
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about discussed or disclosed their own pay or the pay of another employee or applicant. However employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information unless the disclosure is (a) in response to a formal complaint or charge (b) in furtherance of an investigation proceeding hearing or action including an investigation conducted by the employer or (c) consistent with the contractors legal duty to furnish information. 41 CFR 60-1.35(c)
Required Experience:
Unclear Seniority
Employment Type
Full-Time
