Sales Operations Specialist

Surgical Science is a global organisation and leading provider of medical training simulations and software solutions. Together with healthcare partners and customers in more than 90 countries, we enhance patient safety and healthcare outcomes through evidence-based, state-of-the-art simulation technology that improves clinical proficiency and performance—enabling safe and effective training without putting patients at risk. Our solutions are used by medical training centres, universities, hospitals, and the medical device industry for practice, assessment, and certification.

About the role

The Sales Operations Specialist supports the effectiveness of Surgical Science's commercial organization through sales process optimization, CRM administration, forecasting support, and reporting. Working closely with sales and cross-functional teams, this role helps maintain data accuracy, generate operational insights, and support process improvements that contribute to commercial performance. The position focuses on execution, analytics, and operational support to enable revenue growth.

Responsibilities

• Support sales operations and commercial processes throughout the sales lifecycle.
• Support pricing activities, contract administration, and commercial documentation.
• Support demo configuration activities in collaboration with the sales team.
• Support forecasting and revenue planning activities.
• Monitor and report commercial key performance indicators (KPIs).
• Maintain accurate and reliable commercial data within the CRM system.
• Support CRM administration, user adoption, and continuous improvements.
• Prepare regular sales, pipeline, forecasting, and KPI reports.
• Maintain dashboards and reporting tools that support commercial performance.
• Analyze commercial data to identify trends, risks, and opportunities.
• Provide reporting and analytical support to assist business decision-making.
• Collaborate with Sales, Marketing, Finance, Customer Success, Customer Support, and other internal stakeholders to support commercial objectives.
• Conduct market research and competitive analysis.
• Gather and maintain market intelligence related to customer needs, industry trends, competitor activities, and market developments.
• Document, maintain, and continuously improve commercial processes and workflows.
• Support the planning, design, and coordination of sales meetings, including venue selection, hotel arrangements, and meeting room bookings.
• Support the development and maintenance of sales playbooks, onboarding materials, and best practices.
• Contribute to initiatives that improve operational efficiency and sales effectiveness.
• Coordinate and participate in exhibitions, conferences, tradeshows, customer training sessions, and commercial events.
• Conduct product demonstrations for prospective and existing customers when required.
• Support customer engagement activities and collaborate with Customer Success to ensure a positive customer experience.
• Build and maintain customer relationships where required by the local organization.
• Manage detailed sales pipeline administration, capacity planning, and revenue modelling.
• Support commission calculations and quota planning.
• Provide detailed weekly updates and monthly or annual commercial forecasts.
• Design and implement CRM workflows and process automations.
• Evaluate, administer, and optimize sales tools and commercial technology platforms.
• Support system integrations and improvements that increase efficiency and visibility.
• Implement pricing strategies aligned with company objectives.
• Support contract structuring and commercial negotiations.
• Contribute to the development and execution of regional commercial strategies.
• Identify areas of friction within the sales process and implement scalable operational improvements.
• Provide general administrative and office support depending on local business needs.
• Take accountability for deliverables and contribute to the company business and results.
• Adhere to company values: respect, curiosity, and perseverance.
• Comply with company policies and processes.
• Follow the company’s work health and safety rules and instructions as well as participate in work environment-related processes/activities established.

Requirements

• Bachelor's degree in Business Administration, Sales, Marketing, Finance, Economics, or a related field.
• Approximately 3 years of experience in sales operations, commercial operations, business analytics, or a related field.
• Experience working with CRM systems and sales reporting tools.
• Experience supporting forecasting, pipeline management, reporting, or commercial processes.
• Experience working in a cross-functional business environment.
• Experience within medical technology, healthcare, life sciences, or technology industries (nice to have).
• Good understanding of sales operations, commercial processes, and revenue-generating activities.
• Strong analytical and problem-solving skills with the ability to interpret data and identify trends.
• Proficiency with CRM systems and maintaining data quality and accuracy.
• Strong Microsoft Excel and reporting tool skills.
• Familiarity with sales performance metrics and commercial reporting.
• Ability to organize, analyze, and present data in a clear and meaningful way.
• Good written and verbal communication skills in English.
• Team-oriented with the ability to collaborate effectively across departments.
• Strong organizational skills and attention to detail.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Proactive and solution-oriented mindset.
• Ability to work independently while seeking guidance when needed.
• Strong customer service orientation when supporting internal and external stakeholders.
• Adaptable and willing to learn new systems, processes, and tools.
• Ability to build positive working relationships across the organization.

Benefits

• Dog-friendly workplace
• Free parking
• Medical, Dental & Vision Coverage
• 401K Match
• Paid Maternity/Paternity Leave
• Unlimited Flex Time Off
• Short-term Disability
• Long-term Disability
• Life Insurance

Location: Cleveland, Ohio