Sales Operations & Analytics Specialist

Server Products Inc; Town of Richfield (WI); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Ten paid holidays

Volunteer time off

401(k) match

Job summary

Server Products Inc. is seeking a Sales Operations Specialist to enhance sales performance through accurate data, efficient processes, and disciplined execution.

You will partner with Sales, Finance, and Operations to manage forecasting cadence, maintain Salesforce data quality, and deliver actionable insights to leadership. The role supports pricing integrity and consistent commercial processes while qualifying inbound leads, coordinating lead distribution, and engaging in customer

Qualifications

• Bachelor’s degree preferred or equivalent work experience.
• 1-3 years of previous sales/business development experience is a plus.
• CRM experience: expert in handling CRM software and other common computer software such as Word, Excel, Outlook, and Power Point.
• Strong collaborator and can interact at all levels of the organization and with external stakeholders.
• Ability to operate with minimal supervision to achieve deliverables.
• Strong critical thinker and manages conflict resolution confidently.
• Full working knowledge of Server Products’ offering.
• Excellent written and verbal communication, and presentation skills.
• Familiarity with project management software tools, methodologies, and best practices.
• Proven ability to solve problems creatively.
• The ability to delegate effectively and drive accountability.
• Strong customer-facing and teamwork skills.

Responsibilities

• Manage day-to-day sales operations, including pipeline accuracy, opportunity management, and deal flow.
• Serve as the primary administrator or power user for Salesforce and other sales tools, maintaining data integrity through regular audits and cleanup.
• Ensure consistent use of opportunity stages, notes, close probabilities, and realistic close dates; work with the sales team to address stale or inactive opportunities.
• Support quote-to-order processes in coordination with Finance and Operations.
• Identify friction points in the sales process and drive continuous improvement.
• Build and maintain sales dashboards, forecasts, and performance reports to provide accurate, timely business insights.
• Track and analyze key performance indicators, including pipeline velocity, conversion rates, forecast accuracy, win/loss trends, and shipments versus budget.
• Manage the weekly sales forecasting cadence and support sales leadership with forecast visibility, variance analysis, and trend identification.
• Provide actionable insights to sales leadership to support informed decision-making.
• Partner with Finance on forecasting, pricing, and revenue reporting.
• Collaborate with Marketing on lead management, qualification, distribution, and handoff processes.
• Coordinate with Operations to align sales demand with inventory availability and fulfillment expectations.
• Support Business Development with historical data, trend analysis, and account insights.
• Help ensure consistent product knowledge and positioning across the sales organization.
• Prepare for and participate in on-site and off-site customer meetings as needed.
• Perform other duties and responsibilities as assigned.

Skills

Collaboration

Communication

Presentation skills

Critical thinking

Problem solving

Adaptability

Education

Bachelor’s degree preferred or equivalent

Tools

Salesforce

Word

Excel

Outlook

PowerPoint

Job description

Server Products Inc. is seeking a Sales Operations Specialist to enhance sales performance through accurate data, efficient processes, and disciplined execution.

You will partner with Sales, Finance, and Operations to manage forecasting cadence, maintain Salesforce data quality, and deliver actionable insights to leadership. The role supports pricing integrity and consistent commercial processes while qualifying inbound leads, coordinating lead distribution, and engaging in customer