Sales Operations & Forecasting Specialist

MPE-Inc; Milwaukee (WI); In loco; USD 72.000 - 88.000; Tempo pieno

Descrizione del lavoro

MPE-Inc in Milwaukee, Wisconsin is seeking a Sales Operations Specialist to support the commercial team through demand planning, forecasting, and CRM data management. You will coordinate with Sales, the PMO, and Estimating on NPD programs and ensure pricing is synchronized with production plans for on-time proposals.

This role requires 3+ years in sales operations, hands-on CRM administration (Salesforce, HubSpot, Dynamics), and advanced Excel skills.

Competenze

• 3+ years in sales operations, demand planning, program coordination, or a similar commercial/operations role.
• Hands-on CRM administration experience (Salesforce, HubSpot, Microsoft Dynamics, or similar).
• Exposure to proposal development, quoting, or program/project coordination in a B2B manufacturing or medical device contract manufacturing setting.
• Advanced Excel skills (pivot tables, lookups, forecasting models); ERP/MRP systems preferred.
• Experience tracking billable hours, NRE, or project budgets preferred.
• Strong analytical and data-reconciliation skills, turning inputs into trustworthy forecasts and reports.
• Ability to work cross-functionally across Sales, PMO, Estimating, Engineering, and Operations without formal authority.

Mansioni

• Build and maintain the rolling demand forecast by customer, program, and part number.
• Consolidate pipeline inputs into unit and revenue forecasts; maintain 12-month projections by account and product line.
• Track forecast accuracy (actual vs. plan) over time.
• Identify demand trends, seasonality, and risks and communicate them to Sales leadership.
• Flag demand changes with Scheduling and Operations to adjust capacity and material plans.
• Administer the CRM day-to-day including data hygiene and stage accuracy.
• Define and enforce CRM data standards in partnership with Sales leadership.
• Build and maintain dashboards and reports on pipeline, quotes, and account coverage.
• Train new team members on CRM use and be the first point of contact for CRM questions.
• Partner with PMO on NPD programs to move through gate processes without delay.
• Assemble and format customer-facing proposals and quotes into a single on-time package.
• Serve as Sales liaison to Estimating; track pricing requests and due dates.
• Track and reconcile NRE hours against budgets; flag overruns.
• Maintain program visibility across active NPD opportunities so teams align on same information.

Conoscenze

Sales operations

Demand planning

Forecasting

CRM administration

Advanced Excel

Cross-functional collaboration

Formazione

Bachelor’s degree in Business, Supply Chain, Operations, or related field

Equivalent professional experience

Strumenti

Salesforce

HubSpot

Microsoft Dynamics

Descrizione del lavoro

MPE-Inc in Milwaukee, Wisconsin is seeking a Sales Operations Specialist to support the commercial team through demand planning, forecasting, and CRM data management. You will coordinate with Sales, the PMO, and Estimating on NPD programs and ensure pricing is synchronized with production plans for on-time proposals.

This role requires 3+ years in sales operations, hands-on CRM administration (Salesforce, HubSpot, Dynamics), and advanced Excel skills.