Job Description

Role Overview

The Sales Operations Specialist is a sales-embedded execution leader responsible for driving customer-facing, revenue-impacting commercial initiatives and sales process development. This role converts sales strategy into disciplined execution by owning day-to-day commercial project management and building repeatable sales processes. This position does not own compensation plans, quotas, or territories and is not commission-based. The role directly supports the Director of Sales by handling tactical execution, coordination, and follow-through, allowing leadership to focus on growth, strategy, and key relationships.

Key Responsibilities

Commercial Project Execution

• Own and execute customer-facing commercial projects from kickoff through close-out

• Translate sales strategy into clear execution plans, timelines, owners, and deliverables

• Track commitments, dependencies, and milestones impacting customers and revenue

• Drive closure and accountability across functional teams

Sales Process Development & Implementation

• Design, document, and implement scalable, repeatable sales and commercial processes

• Standardize how commercial initiatives are scoped, tracked, reviewed, and closed

• Improve handoffs between Sales, Sales Engineering, Customer Service, Engineering, and Operations

• Establish cadence routines, reporting formats, and execution tools

• Identify process gaps and drive practical improvements

Cross-Functional Commercial Alignment

• Coordinate cross-functional execution of sales-driven initiatives

• Escalate risks, misalignment, or slippage with context, impact, and recommended next steps

Stakeholder & Customer Communication

• Lead internal and external updates for assigned commercial initiatives

• Own customer-facing communication related to schedule, scope, and deliverables

• Prepare executive-ready summaries for sales leadership and customer stakeholders

• Maintain organized documentation and communication records

Marketing Support

• Support execution of marketing initiatives tied to sales priorities

• Collaborate with Marketing on product launches, value propositions, and go-to-market efforts

• Translate market feedback and customer insights into actionable inputs

• Ensure alignment between sales execution and marketing messaging

Sales Operations Support

• Support day-to-day sales operations and tactical initiatives

• Improve visibility, predictability, and follow-through across commercial execution

• Support adoption and continuous improvement of sales tools, templates, and tracking systems

• Coordinate updates from internal and independent sales reps on active opportunities

• Support pipeline visibility by ensuring opportunity status, next steps, and milestones are current

Required Qualifications

• Bachelor’s degree

• 3–5 years of experience in project management, sales operations, or commercial execution

• Proven ability to drive cross-functional, customer-facing initiatives

• Strong project lifecycle management skills with a commercial focus

• Excellent written and verbal communication skills

• Highly organized, execution-driven, and comfortable working independently

• Adaptable in a fast-paced sales environment

Preferred Qualifications

• Experience supporting Sales, Sales Engineering, Marketing, or Customer Service

• Exposure to B2B, industrial, or engineered-to-order manufacturing environments

• Familiarity with CRM systems and project tracking tools

• Experience with sales process documentation and workflow improvement

• Project management coursework or certification (a plus)

What Success Looks Like

• Sales strategy translates into executed results

• Commercial processes are clear, repeatable, and consistently followed

• Customers receive timely, disciplined communication and follow-through

• Sales leadership can focus more on growth and strategy

• Cross-functional friction is reduced without adding bureaucracy

Benefits

• Medical, Dental, Vision Insurance

• 401(k)

• Paid Time Off

• Life Insurance

• Short- and Long-Term Disability

You should be proficient in:

• Inside Sales

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