Sales Operations Specialist

Smart IMS • Plano, TX

27d • Onsite

About The Position

This role is for a Sales Operations Specialist with a 6-month contract duration, based in Plano, TX. The position is onsite and requires a strong background in sales operations, supply chain management, and CRM platforms. The specialist will be responsible for developing and maintaining sales dashboards, optimizing sales forecasting, and ensuring data integrity within Salesforce.com. This role involves close collaboration with Sales, Supply Chain Management (SCM), IT, and Demand Planning teams to integrate data, analyze trends, and provide actionable insights for inventory planning, production alignment, and revenue decisions. Key activities include managing the Sell-Out forecast, analyzing channel inventory, conducting funnel analysis, leading operational cadence calls, managing the Target Account List, supporting sales system administration, and assisting with territory re-alignments. The role also requires collaboration with cross-functional teams such as Finance, Strategy, and Product Management.

Requirements

• A minimum of 5 years of experience in Sales Operations, Sales Support, or a related field
• Strong knowledge & previous experience in Supply Chain Management (SCM)/Demand Planning
• Bachelor's degree in business, MIS, or a related discipline (or equivalent work experience)
• Strong analytical and problem-solving skills with a demonstrated ability to translate data into actionable insights
• Proficiency in Salesforce.com or equivalent CRM platforms
• Advanced Microsoft Excel skills (pivot tables, advanced formulas, ad hoc reporting, dashboards)
• Excellent communication skills – written, verbal
• Skilled at conveying complex ideas in presentations
• Proven track record of process improvement and operational efficiency
• Ability to manage multiple priorities and make sound decisions on time-sensitive matters
• Mastery of Alteryx and Tableau

Responsibilities

• Develop, maintain, and optimize the sales forecasting dashboard, sales hierarchy, and Salesforce.com data integrity.
• Partner with SCM and IT Channel teams to own and manage Sell-Out forecasting by integrating historical trend analysis, pipeline data, and demand signals.
• Integrate demand planning outputs with Business Opportunity pipeline data to provide SCM with enhanced downstream visibility.
• Monitor and analyze channel inventory levels and demand signals in collaboration with SCM and Demand Planning teams.
• Conduct comprehensive funnel analysis to drive informed decision-making and identify areas for sales process improvement and revenue growth.
• Lead and support recurring sales and operational cadence calls, coordinating alignment across sales, supply chain, and executive stakeholders.
• Manage and maintain the Target Account List and support the administration of sales systems and tools.
• Support territory re-alignments and sales structural changes by updating systems, data, and reporting.
• Collaborate with cross-functional teams (Sales, Finance, Strategy, Product Management, SCM, and Demand Planning) to support data compilation and operational execution.

What This Job Offers

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