Sales Operations Lead

Thermo Systems; Dallas (TX); On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

401(k) with company match

Medical, dental, and vision coverage

Paid time off

Tuition reimbursement

Technical training opportunities

Industry exposure

Collaborative culture

Job summary

Thermo Systems, a Dallas-area control systems integrator, seeks a Sales Operations Lead to empower the Sales organization with data, tools, and processes that boost performance. The role collaborates with leadership and cross-functional teams to improve visibility, consistency, and efficiency across the company.

This highly collaborative individual contributor position offers exposure to broad organizational impact and the opportunity to influence commercial outcomes in a dynamic automation

Qualifications

• Bachelor's degree in Business, Engineering, Analytics, Finance, or related field, or equivalent work experience.
• 3-5+ years of experience in Sales Operations, Commercial Operations, Business Intelligence, Sales Analytics, or related roles.
• Experience supporting B2B sales organizations, preferably in industrial automation, engineering services, energy, life sciences, or mission critical markets.

Responsibilities

• Standardize metrics and processes to improve sales effectiveness and efficiency.
• CRM ownership, data quality governance, pipeline hygiene standards.
• Create, change, and update CRM dashboards and reports.
• Support Sales Leadership with departmental initiatives and special projects.
• Support business reviews, sales meetings, and commercial operating rhythms through presentations and reporting packages.
• Coordinate sales support for trade shows, conferences, and industry events.
• Coordinate with Sales Leadership, Marketing, Finance, and Operations to align priorities and objectives.
• Provide CRM training, reporting support, and actionable business insights to stakeholders.
• Communicate trends, risks, opportunities, and pipeline gaps proactively.

Skills

Power BI

CRM platforms

Excel

SQL

Analytical skills

Communication skills

Education

Bachelor's degree or equivalent

Tools

Pipedrive

Salesforce

Microsoft Dynamics

HubSpot

Job description

Location: East Windsor, NJ or Dallas, TX area

Employment Status: Full-Time

Compensation: $100,000 - $120,000 Annually + Bonus

Travel: 0-10%

Who We Are

Thermo Systems is a global, full-service control systems integration partner delivering premier class automation solutions across the Energy, Life Sciences, and Mission Critical markets.

Guided By The Thermo Way, We Are Unified, Dynamic, And Committed To Delivering Excellence. Our Culture Is Grounded In Three Core Principles

• Employee Success – investing in our people and their growth
• Customer Success – delivering reliable, high-quality solutions
• Financial Strength – operating with discipline and long-term focus

We believe strong teams, trusted partnerships, and technical excellence drive sustainable success.

The Opportunity

The Sales Operations Lead supports the Sales organization by providing the data, tools, and processes needed to drive overall commercial performance. Working closely with Sales Leadership and cross-functional teams, this role helps improve visibility, consistency, and efficiency across the organization.

This is a highly collaborative individual contributor role with broad exposure across the organization and an opportunity to directly impact company performance.

What You’ll Do

Core Responsibilities:

• Standardize metrics and processes while identifying opportunities to improve sales effectiveness and efficiency.
• Serve as CRM owner and maintain CRM data quality, governance, pipeline hygiene standards.
• Create, change, and update CRM related dashboards and reports.
• Support Sales Leadership with departmental initiatives and special projects.
• Support business reviews, sales meetings, and commercial operating rhythms through presentations and reporting packages.
• Coordinate sales support for trade shows, conferences, and industry events.

Collaboration & Communication

• Coordinate with Sales Leadership, Marketing, Finance, and Operations teams to align priorities and commercial objectives.
• Provide CRM training, reporting support, and actionable business insights to stakeholders.
• Communicate trends, risks, opportunities, and pipeline gaps proactively.

Quality, Safety & Process

• Ensure consistency and accuracy across commercial reporting and data sources.
• Deliver high-quality analytics, dashboards, and reporting with strong attention to detail.
• Identify opportunities to improve CRM workflows, reporting processes, and sales efficiency.

What We’re Looking For

Education & Experience:

• Bachelor's degree in Business, Engineering, Analytics, Finance, or a related field, or equivalent work experience.
• 3-5+ years of experience in Sales Operations, Commercial Operations, Business Intelligence, Sales Analytics, or related roles.
• Experience supporting B2B sales organizations, preferably in industrial automation, engineering services, energy, life sciences, or mission critical markets.

Skills & Qualifications

• Strong Power BI experience including Power Query, DAX, data modeling, and dashboard development.
• Experience with CRM platforms including Pipedrive, Salesforce, Microsoft Dynamics, HubSpot, or similar.
• Advanced Microsoft Excel skills and understanding of sales pipeline management.
• Strong analytical, problem-solving, and decision-making skills.
• Excellent communication, collaboration, and presentation skills.
• SQL experience and experience supporting executive reporting preferred.

What You’ll Get

• Competitive compensation with annual bonus opportunity
• 401(k) with company match
• Comprehensive medical, dental, and vision coverage with low-cost options
• Paid time off and sick leave
• Tuition reimbursement and professional credential support
• In-house and external technical training opportunities
• Exposure to complex, high-impact automation projects
• A collaborative culture built on integrity, accountability, and teamwork
• Learn more at www.thermosystems.com

Work Environment & Physical Requirements

The physical and environmental demands described here are representative of those required to perform the essential functions of this role. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Equal Employment Opportunity

Thermo Systems provides equal employment opportunities (EEO) to all employees and applicants without regard to race, color, religion, sex, national origin, age, disability, genetics, or any other protected status.

Disclaimer

This job description outlines the general nature and level of work expected. Responsibilities may evolve based on business needs.