Sales Operations Specialist

Server Products Inc • Richfield, WI

2d

About The Position

The Sales Operations Specialist supports sales performance through accurate data, efficient processes, and disciplined execution. Working closely with Sales, Finance, and Operations, this role manages the sales forecasting cadence, maintains Salesforce data and pipeline accuracy, and provides actionable reporting and insights to sales leadership. The position supports pricing integrity and consistent commercial processes to inform business decisions. It also qualifies inbound leads, coordinates their distribution across the sales team, participates in customer engagements, and supports broader sales initiatives as needed.

Requirements

• Bachelor’s degree preferred or equivalent work experience.
• 1–3 years of previous sales/business development experience is a plus.
• Expertise in handling CRM software and common computer software such as Word, Excel, Outlook, and PowerPoint.
• Strong collaboration skills and ability to interact successfully at all organizational levels and with external stakeholders.
• Ability to operate with minimal supervision to achieve deliverables.
• Strong critical-thinking skills and ability to manage conflict resolution appropriately and confidently.
• Full working knowledge of Server Products’ offering.
• Excellent written and verbal communication and presentation skills.
• Familiarity with project management software tools, methodologies, and best practices.
• Proven ability to solve problems creatively.
• Ability to delegate effectively and drive accountability.
• Strong customer-facing and teamwork skills.

Nice To Haves

• Bachelor’s degree preferred.
• 1–3 years of previous sales/business development experience is a plus.

Responsibilities

• Manage day-to-day sales operations, including pipeline accuracy, opportunity management, and deal flow.
• Serve as the primary administrator or power user for Salesforce and other sales tools, maintaining data integrity through regular audits and cleanup.
• Ensure consistent use of opportunity stages, notes, close probabilities, and realistic close dates; work with the sales team to address stale or inactive opportunities.
• Support quote-to-order processes in coordination with Finance and Operations.
• Identify friction points in the sales process and drive continuous improvement.
• Build and maintain sales dashboards, forecasts, and performance reports to provide accurate, timely business insights.
• Track and analyze key performance indicators, including pipeline velocity, conversion rates, forecast accuracy, win/loss trends, and shipments versus budget.
• Manage the weekly sales forecasting cadence and support sales leadership with forecast visibility, variance analysis, and trend identification.
• Provide actionable insights to sales leadership to support informed decision-making.
• Partner with Finance on forecasting, pricing, and revenue reporting.
• Collaborate with Marketing on lead management, qualification, distribution, and handoff processes.
• Coordinate with Operations to align sales demand with inventory availability and fulfillment expectations.
• Support Business Development with historical data, trend analysis, and account insights.
• Help ensure consistent product knowledge and positioning across the sales organization.
• Prepare for and participate in on-site and off-site customer meetings as needed.
• Perform other duties and responsibilities as assigned.

Benefits

• Five weeks of paid time off (PTO).
• Ten paid holidays.
• Three paid days to volunteer.
• Robust 401(k) with up to 6.0% company contribution/match.
• Exceptional health care benefits.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level