Sales Operations & Forecasting Specialist

Server Products Inc; Village of Richfield (WI); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

10 Paid Holidays

3 Volunteer Days

401(k) with 6% Match

Job summary

Server Products Inc. seeks a Sales Operations Specialist to optimize sales performance through data-driven insights, forecasting cadence, Salesforce data integrity, and pricing controls.

You will partner with Sales, Finance, and Operations to deliver timely reports and support opportunity management, quoting, and demand planning. Ideal candidates have 1–3 years in sales ops or business development, strong CRM skills, proficiency in Excel/PowerPoint, and excellent communication.

Qualifications

• Bachelor’s degree preferred or equivalent work experience.
• 1–3 years of sales/business development experience is a plus.
• CRM experience: expert in handling CRM software and common office tools.

Responsibilities

• Manage day-to-day sales operations, including pipeline accuracy and deal flow.
• Serve as Salesforce administrator or power user and maintain data integrity.
• Ensure consistent use of opportunity stages, close dates, and probabilities.
• Support quote-to-order processes with Finance and Operations.
• Identify friction points and drive continuous improvement.
• Build and maintain sales dashboards, forecasts, and performance reports.
• Track KPIs: pipeline velocity, forecast accuracy, win/loss, and shipments vs budget.
• Coordinate weekly sales forecasting cadence and provide trend insights.
• Provide actionable insights to sales leadership for decision-making.
• Collaborate with Finance on forecasting, pricing, and revenue reporting.
• Coordinate with Marketing on lead management and handoff processes.
• Align sales demand with inventory availability and fulfillment expectations.
• Assist Business Development with historical data and account insights.
• Maintain product knowledge and positioning across the sales org.
• Prepare for on-site and off-site customer meetings; perform other duties as assigned.

Skills

CRM expertise

Sales forecasting

Data analysis

Dashboard creation

Communication

Education

Bachelor's degree preferred

Tools

Salesforce

Excel

PowerPoint

Word

Outlook

Job description

Server Products Inc. seeks a Sales Operations Specialist to optimize sales performance through data-driven insights, forecasting cadence, Salesforce data integrity, and pricing controls.

You will partner with Sales, Finance, and Operations to deliver timely reports and support opportunity management, quoting, and demand planning. Ideal candidates have 1–3 years in sales ops or business development, strong CRM skills, proficiency in Excel/PowerPoint, and excellent communication.