Sales Operations Specialist

Surgical Science; Beachwood (OH); Hybrid; USD 65,000 - 100,000; Full time

Benefits offered by this job

Dog-friendly workplace

Free parking

Medical, Dental & Vision Coverage

401K Match

Paid Maternity/Paternity Leave

Unlimited Flex Time Off

Short-term Disability

Long-term Disability

Life Insurance

Job summary

Surgical Science is recruiting for a Sales Operations Specialist based in Cleveland, Ohio. The role drives operational support, CRM administration, forecasting, and reporting to enable revenue growth across global markets.

The position emphasizes data accuracy, process optimization, and collaboration with cross-functional teams. The candidate should have a customer-oriented mindset and strong analytical skills in a hybrid work environment.

Qualifications

• Bachelor's degree in Business Administration, Sales, Marketing, Finance, Economics, or a related field.
• Approximately 3 years of experience in sales operations, commercial operations, business analytics, or a related field.
• Experience working with CRM systems and sales reporting tools.
• Experience supporting forecasting, pipeline management, reporting, or commercial processes.

Responsibilities

• Support sales operations and commercial processes throughout the sales lifecycle.
• Support forecasting and revenue planning activities.
• Maintain accurate commercial data within the CRM system.
• Prepare regular sales, pipeline, forecasting, and KPI reports.
• Collaborate with Sales, Marketing, Finance, Customer Success and other internal stakeholders to support commercial objectives.

Skills

Sales operations

CRM systems

Data analysis

Forecasting

KPI reporting

Excel

Communication

Education

Bachelor's degree in Business Administration, Sales, Marketing, Finance, Economics, or a related field

Tools

CRM software

Sales reporting tools

Data visualization tools

Job description

Responsibilities

Surgical Science is a global organisation and leading provider of medical training simulations and software solutions. Surgical Science is listed on Nasdaq First North Growth Market. Together with healthcare partners and customers in more than 90 countries, we enhance patient safety and healthcare outcomes through evidence-based, state-of-the-art simulation technology that improves clinical proficiency and performance - enabling safe and effective training without putting patients at risk. Our solutions are used by medical training centres, universities, hospitals, and the medical device industry for practice, assessment, and certification. With offices in Gothenburg (HQ), Stockholm, Tel Aviv, Cleveland, Cardiff, and Shenzhen, we are a fast-growing and stable organisation in a rapidly evolving world. We foster a hybrid work culture that supports onsite and remote collaboration across teams and time zones.

Job Title: Sales Operations Specialist

Position Overview

The Sales function drives business growth by representing and promoting Surgical Science’s medical training simulation and software solutions to healthcare and industry partners worldwide. As a customer-driven, client-facing function, it builds and maintains relationships, identifies customer needs, and leads commercial discussions. The function develops revenue through strategic engagement, both online and in-person, and collaborates closely with the global services team. The Sales Operations Specialist supports the effectiveness of Surgical Science's commercial organization through sales process optimization, CRM administration, forecasting support, and reporting. Working closely with sales and cross-functional teams, this role helps maintain data accuracy, generate operational insights, and support process improvements that contribute to commercial performance. The position focuses on execution, analytics, and operational support to enable revenue growth.

Sales Operations & Commercial Support

• Support sales operations and commercial processes throughout the sales lifecycle.
• Support pricing activities, contract administration, and commercial documentation.
• Support demo configuration activities in collaboration with the sales team.
• Support forecasting and revenue planning activities.
• Monitor and report commercial key performance indicators (KPIs).

CRM, Data & Reporting

• Maintain accurate and reliable commercial data within the CRM system.
• Support CRM administration, user adoption, and continuous improvements.
• Prepare regular sales, pipeline, forecasting, and KPI reports.
• Maintain dashboards and reporting tools that support commercial performance.
• Analyze commercial data to identify trends, risks, and opportunities.
• Provide reporting and analytical support to assist business decision-making.

Commercial Collaboration & Market Analysis

• Collaborate with Sales, Marketing, Finance, Customer Success, Customer Support, Products @ Clinical Support and other internal stakeholders to support commercial objectives.
• Conduct market research and competitive analysis.
• Gather and maintain market intelligence related to customer needs, industry trends, competitor activities, and market developments.

Process Improvement & Sales Enablement

• Document, maintain, and continuously improve commercial processes and workflows.
• Support the planning, design, and coordination of sales meetings
• Support the planning and logistical coordination of sales meetings, including venue selection, hotel arrangements, and meeting room bookings.
• Support the development and maintenance of sales playbooks, onboarding materials, and best practices.
• Contribute to initiatives that improve operational efficiency and sales effectiveness.

Employee Responsibilities

• Take accountability for deliverables and contribute to the company business and result
• Adhere to our company values respect, curiosity and perseverance
• Comply with company policies and processes
• Follow the company’s work health and safety rules and instructions as well as participate in work environment-related processes/activities established

Commercial Activities & Customer Engagement

• Coordinate and participate in exhibitions, conferences, tradeshows, customer training sessions, and commercial events.
• Conduct product demonstrations for prospective and existing customers when required.
• Support customer engagement activities and collaborate with Customer Success to ensure a positive customer experience.
• Build and maintain customer relationships where required by the local organization.

Commercial Operations

• Manage detailed sales pipeline administration, capacity planning, and revenue modelling.
• Support commission calculations and quota planning.
• Provide detailed weekly updates and monthly or annual commercial forecasts.

CRM & Sales Technology

• Design and implement CRM workflows and process automations.
• Evaluate, administer, and optimize sales tools and commercial technology platforms.
• Support system integrations and improvements that increase efficiency and visibility.

Commercial Strategy

• Implement pricing strategies aligned with company objectives.
• Support contract structuring and commercial negotiations.
• Contribute to the development and execution of regional commercial strategies.

Continuous Improvement

• Identify areas of friction within the sales process and implement scalable operational improvements.

Other

• Provide general administrative and office support depending on local business needs.

Required Skills And Capabilities

Knowledge and skills

• Good understanding of sales operations, commercial processes, and revenue-generating activities.
• Strong analytical and problem‑solving skills with the ability to interpret data and identify trends.
• Experience supporting sales forecasting, pipeline management, KPI tracking, and reporting activities.
• Proficiency with CRM system and maintaining data quality and accuracy.
• Strong Microsoft Excel and reporting tool skills.
• Familiarity with sales performance metrics and commercial reporting.
• Ability to organize, analyze, and present data in a clear and meaningful way.
• Good written and verbal communication skills.
• Ability to support process improvement initiatives and contribute to operational efficiency.

Interpersonal Capabilities

• Team-oriented with the ability to collaborate effectively across departments.
• Strong organizational skills and attention to detail.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Proactive and solution-oriented mindset.
• Ability to work independently while seeking guidance when needed.
• Strong customer service orientation when supporting internal and external stakeholders.
• Adaptable and willing to learn new systems, processes, and tools.
• Ability to build positive working relationships across the organization.

Education And Experience

• Bachelor's degree in Business Administration, Sales, Marketing, Finance, Economics, or a related field.
• Approximately 3 years of experience in sales operations, commercial operations, business analytics, or a related field.
• Experience working with CRM systems and sales reporting tools.
• Experience supporting forecasting, pipeline management, reporting, or commercial processes.
• Experience working in a cross-functional business environment.
• Experience within medical technology, healthcare, life sciences, or technology industries (nice to have)

Location

Cleveland, Ohio

Language Requirements

• Fluent in English (written and verbal)
• Additional language skills are considered an asset

Physical Requirements

• Ability to lift up to 25 pounds as needed

Benefits:

• Dog-friendly workplace
• Free parking
• Medical, Dental & Vision Coverage
• 401K Match
• Paid Maternity/Paternity Leave
• Unlimited Flex Time Off
• Short-term Disability
• Long-term Disability
• Life Insurance

Surgical Science as an employer

Surgical Science is a global and continuously expanding organisation. You will be part of a dynamic, creative environment where we ensure that all employees have the opportunity to influence and contribute with their own unique experiences and knowledge.

Surgical Science is guided by our core values -curiosity, respect, and perseverance - we strive to empower our people by recognising their strengths, supporting their growth, and creating opportunities to make a real impact.

We invite you to join us on this exciting and meaningful journey - to shape the future of medical training and improve care for patients around the world.

Surgical Science provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any kind, regardless of race, colour, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by local law.