Sales Operations Specialist
About The Position
The Sales Operations Specialist assists with sales orders and supports sales opportunity management, forecasting, quoting, and order processing. The role works with Sales and Pre-sales to keep Salesforce opportunity information current, review reports for territory deal updates, and compile required documents so orders can be initiated. It also uses OEM, vendor, and distributor systems to register quotes and deals and verify costs, and helps upload vendor SKUs and pricing into Salesforce. The position interacts frequently with Sales, Pre-sales, Finance, and Service Delivery, and supports a primary territory with the possibility of supporting other areas in the United States. The role requires a working understanding of the order process and timely, complete quote and order submissions. The specialist is also expected to adopt emerging AI tools and technologies to improve processes, collaboration, and operational effectiveness. The position is remote, with occasional travel and occasional overtime.
Requirements
- 4–10 years of experience in the IT industry.
- A Sales-oriented mindset and understanding of how to positively impact sales velocity.
- Experience working with Salesforce and with Sales or Pre-sales in forecasting or quoting.
- Knowledge of vendor partner programs and processes.
- Experience with NetSuite, Salesforce, Excel, Word, Outlook, and PowerPoint.
- Thorough knowledge of the NWN Opportunity to Cash process, or ability to learn it quickly.
- Excellent communication skills.
- Strong problem-solving and dispute-resolution skills.
Nice To Haves
- Experience with product and recurring bookings, or proven knowledge in other positions.
- OEM relationship experience.
- Knowledge of sales cycles and commissions.
- Knowledge of how Account Executives are motivated and comfort working with Account Executives.
- Project management skills.
- Time and priority management skills.
Responsibilities
- Assist with sales orders.
- Work with Sales to maintain Salesforce opportunity information for forecasting requirements reported to executive management weekly.
- Review Salesforce reports weekly to ensure deals in the supported territory are updated.
- Assist Sales and Pre-sales with using Salesforce reports.
- Work with Sales Support – Business Operations to compile required documents so the order process can begin.
- Use OEM, vendor, and distributor tools and systems to register quotes and deals and verify costs.
- Help Sales upload vendor SKUs and pricing into Salesforce to support quoting.
- Work with Sales, Pre-sales, Finance, and Service Delivery.
- Apply a working understanding of the order process to ensure quotes contain all required content and orders are submitted on time.
- Adopt emerging AI tools and technologies to optimize processes, improve collaboration, and drive operational effectiveness.
- Perform other responsibilities as assigned.
Benefits
- Medical, dental, and vision plans.
- Health Savings Account (HSA) and Flexible Spending Accounts (FSAs).
- Disability and life insurance.
- 401(k) with company match.
- Unlimited PTO.
- Paid company holidays.
- Hybrid or remote work.
- Paid bonding leave for eligible employees.
- Employee discounts.
- Employee Assistance Program (EAP).
- Accident, critical illness, long-term care, and hospital indemnity coverage.
- Legal and identity theft protection.
- Pet insurance.
- Supplemental life insurance.
- Referral bonuses.
- Charitable donation matching.
- Allowances for eligible roles.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
