Sales Operations Specialist

About the Role

The Sales Operations & Support Specialist is an office-based role responsible for providing critical operational, technical, and administrative support to the Outside Sales team. This position plays a key role in ensuring sales processes run smoothly, customer expectations are met, and internal coordination across Sales, Marketing, Contracts, and Project Management is effective. A primary focus includes ownership and support of the CPQ (Configure, Price, Quote) system and maintaining accurate customer and sales data within Salesforce.

Responsibilities

• Provide comprehensive support to the Outside Sales team to help meet and exceed company sales goals.
• Serve as a key internal point of contact to ensure excellent customer experience for all stakeholders.
• Partner closely with the Marketing team on sales-related initiatives, campaigns, and materials.
• Act as the primary owner of the CPQ (Configure, Price & Quote) system, including maintaining accurate customer and deal information in Salesforce.
• Collaborate with Contracts and Project Management teams to ensure customer machine details, statements of work (SOWs), and shipment schedules are accurate and completed on time.
• Support customers with technical inquiries by identifying, coordinating with, and following up with the appropriate internal resources.
• Create machine tool layouts, including sizes, specifications, and weights, to support sales and project planning efforts.
• Work with key stakeholders to ensure Statements of Work (SOWs) are properly created, communicated, and adhered to.
• Coordinate scheduling and logistics related to hosting customers, including visits, demonstrations, and meetings.
• Prepare deal sheets, pricing documentation, and product line pricing support as needed.
• Demonstrate strong, proactive, and effective communication with both internal teams and external customers.
• Maintain a high level of accuracy and attention to detail across all responsibilities.
• Perform related duties as required.
• Occasional travel may be required.

Requirements

• College degree preferred.
• Prior experience in a sales support, sales operations, or technical support role is strongly preferred.
• Experience with Salesforce or similar CRM systems required.
• Proficiency in Microsoft Office tools, including Outlook and PowerPoint.
• Experience with CPQ systems strongly preferred.
• SolidWorks experience is a plus.
• Ability to quickly learn and become fully versed in key operating systems and internal tools.
• Strong organizational skills with the ability to manage multiple priorities simultaneously.
• Excellent written and verbal communication skills.
• High attention to detail with a commitment to accuracy in all aspects of work.
• Proficient math and analytical skills to support pricing and deal development.
• Demonstrated technical aptitude and willingness to learn complex systems and product details.

Benefits

• Competitive starting salary.
• Market competitive comprehensive health benefits including a zero premium medical plan offering, vision, dental, and company paid life insurance.
• Paid Time Off, starting with 23 paid days off in your first year.
• 10 Company Paid Holidays.
• 401(k) retirement plan with company contribution.
• Tuition reimbursement.
• Employee appreciation events and perks.
• Employee Assistance Program.

Physical and Work Environment Requirements

• Must be highly mobile, able to access all areas of the premises.
• Ability to concentrate and remain focused while prioritizing multiple tasks, responsibilities, and projects.
• Ability to sit for prolonged periods of time.
• Able to perform bending, twisting, stooping, reaching, and lifting of moderate to heavyweight material up to 50 lbs. with assistance from equipment or other employees.
• Ability to frequently use hands and arms.
• Vision abilities required by the job include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus.
• Ability to work responsibly and professionally in dynamic job sites that may involve tight timelines, changing priorities, and interaction with customers and team members.
• Certain positions are designated as safety-sensitive due to the nature of the work performed. Employees in these roles may also be expected to:
  • Stand, walk, bend, kneel, crouch, climb, and reach for extended periods while servicing equipment.
  • Work in tight spaces or awkward positions, including accessing equipment interiors and elevated areas.
  • Strong hand–eye coordination and fine motor skills required for precise electrical, mechanical, and diagnostic work.
  • Work in industrial environments, with exposure to noise, lubricants, coolants, metal chips, and other manufacturing conditions, while consistently wearing required personal protective equipment (PPE).