Sales Operations & Deal Desk Specialist

VulcanForms Inc.; Ayer (MA); On-site; USD 75,000 - 103,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) matching

Paid time off

Job summary

VulcanForms seeks a Sales Operations Specialist to own the commercial process behind a growing, multi-vertical manufacturing business. This hands-on role will handle quotes, align data standards, and document current processes for a seven-person sales team and report to the Senior Director of Commercial Operations.

The ideal candidate has 4+ years in sales/commercial operations, strong Excel and Salesforce skills, ERP experience (Epicor), and a track record of driving data quality and process

Qualifications

• Four-plus years in sales operations, commercial operations, or a comparable commercial support role.
• Direct experience owning a quoting or deal desk process for configured, non-catalog products.
• Experience running a forecast process with business or sales leaders, including holding contributors accountable to data standards.
• Advanced Excel and working proficiency in Salesforce as a power user.
• Experience with an ERP such as Epicor in a commercial or order management capacity.

Responsibilities

• Serve as the deal desk for the commercial team — quote intake, preparation, pricing review, and approval routing.
• Prepare and issue customer quotes, including complex and non-standard configurations.
• Assemble cost and margin inputs from engineering and finance, and prepare the pricing recommendation for approval.
• Maintain quote templates, product structure, and pricing rules, and track quote turnaround against a target.
• Facilitate the forecast process with the business unit owners, who own their forecast, driving it to a committed number on a weekly and quarterly cadence.
• Own forecast reporting and visibility - collecting, consolidating, and sharing the data through our commercial systems.
• Set the pipeline data quality standard and audit against hygiene and accuracy.
• Track quota attainment and supply attainment data to Finance.
• Own the handoff from quoted/won opportunity to purchase order, coordinating across commercial and operations.
• Own customer follow-through — order status, expediting, and chase-downs — and elevate early when a delivery commitment is at risk.
• Enforce commercial data standards for opportunity stages, required fields, record ownership, and account hygiene.
• Document how commercial work flows today and turns the friction points into a prioritized improvement list.
• Represent the commercial team on cross-functional initiatives as needed.

Skills

Advanced Excel

Salesforce power user

Forecasting experience

Written & verbal communication

Deal desk / quoting

Tools

Epicor ERP

Job description

VulcanForms seeks a Sales Operations Specialist to own the commercial process behind a growing, multi-vertical manufacturing business. This hands-on role will handle quotes, align data standards, and document current processes for a seven-person sales team and report to the Senior Director of Commercial Operations.

The ideal candidate has 4+ years in sales/commercial operations, strong Excel and Salesforce skills, ERP experience (Epicor), and a track record of driving data quality and process