Deal Desk & Forecasting Specialist

DealHub Ltd; Ayer (MA); On-site; USD 75,000 - 103,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Paid time off

401(k) matching

Job summary

VulcanForms seeks a Sales Operations Specialist to own the commercial process behind a multi-vertical manufacturing business. You will handle quotes, standardize data, and document processes while supporting a seven-person sales team reporting to the Senior Director of Commercial Operations.

This hands-on role requires coordinating inputs from engineering and finance, maintaining templates and pricing rules, and ensuring data quality across forecasts and opportunities.

Qualifications

• Advanced Excel for data modelling and pivot analysis.
• Salesforce proficiency as a power user for CRM tasks.
• Strong written and verbal communication across teams.

Responsibilities

• Serve as the deal desk for quotes, pricing and approvals.
• Prepare and issue customer quotes, including complex configurations.
• Collect inputs from engineering/finance for pricing recommendations.
• Maintain quote templates, pricing rules and product structure.
• Manage forecast data and drive weekly/quarterly targets.
• Own forecast reporting and data visibility in commercial systems.
• Ensure pipeline data quality and hygiene standards.
• Share quota and supply attainment data with Finance.
• Coordinate handoff from quote to purchase order across teams.
• Monitor order status, expediting and delivery commitments.
• Document current commercial workflows and drive improvements.
• Represent Commercial on cross-functional initiatives.

Skills

Advanced Excel

Salesforce (Power user)

Tools

Epicor ERP

Job description

VulcanForms seeks a Sales Operations Specialist to own the commercial process behind a multi-vertical manufacturing business. You will handle quotes, standardize data, and document processes while supporting a seven-person sales team reporting to the Senior Director of Commercial Operations.

This hands-on role requires coordinating inputs from engineering and finance, maintaining templates and pricing rules, and ensuring data quality across forecasts and opportunities.