Sales Operations Specialist

Cincinnati Incorporated•Milton, PA

2d•Onsite

About The Position

We are seeking a detail-oriented and proactive Sales Operations Specialist to join our growing sales team. In this critical role, you will act as the operational backbone of the sales organization, ensuring smooth day-to-day processes, accurate reporting, and an exceptional customer experience. You will collaborate closely with sales representatives, sales leadership, and cross-functional teams to drive efficiency and revenue growth.

Requirements

Bachelor's degree in Business, Marketing, or a related field
2+ years of experience in sales operations, sales support, inside sales, or a related administrative role
Strong proficiency with CRM systems such as Hubspot
Advanced skills in Microsoft Google Sheets / Excel (pivot tables, VLOOKUPs, charts, dashboards)
Excellent written and verbal communication skills with a customer-first mindset
Exceptional organizational skills and ability to manage multiple priorities in a fast- paced environment
High attention to detail and commitment to data accuracy
Proven ability to collaborate cross-functionally and build positive relationships with sales reps and leadership
Experience creating executive-level reports and presentations

Nice To Haves

Experience in industrial manufacturing
Familiarity with sales enablement tools (e.g., LinkedIn Sales Navigator, Outreach)
Basic knowledge of SQL or BI tools (Tableau, Power BI) is a bonus
Ability to build trusted relationships with field technicians and service managers

Responsibilities

Support the daily sales process by managing deal progression, updating opportunities, and ensuring data accuracy in the CRM system
Assist with quote and proposal preparation, order processing, and contract coordination as needed
Create, maintain, and distribute regular and ad-hoc sales reports and dashboards for executive management and regional leadership
Coordinate sales opportunities from lead qualification through close, including routing leads, assigning accounts, and tracking pipeline health
Schedule and confirm customer showroom visits, demos, and appointments; serve as the primary point of contact for visit logistics and preparation
Answer inbound sales calls and inquiries, providing professional support and routing to the appropriate team member when needed
Troubleshoot CRM issues for the sales team and escalate complex technical problems to IT
Ensure the sales teams maintain accurate customer and opportunity records, ensuring compliance with internal data standards
Identify process bottlenecks and recommend improvements to increase sales team productivity
Support sales forecasting activities and territory management