Sales Operations Specialist

LanceSoft, Inc.; City of Rochester (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

LanceSoft, Inc. is seeking an experienced Sales Operations professional to support field sales teams, customers, and dealers by coordinating technical, commercial, and logistical requirements.

The role involves analyzing customer needs, developing proposals, and coordinating with cross-functional teams to prepare quotations, cost estimates, and other sales documentation. You will partner with Field Sales Managers, prepare RFQ/RFP responses, and assist with large proposals by coordinating inputs

Qualifications

• Experience in sales operations or related field.
• Proven ability to prepare proposals, quotations, and cost estimates.
• Strong analytical and organizational skills.
• Excellent written and verbal communication.
• Ability to coordinate with cross-functional teams.
• Ability to manage multiple priorities under moderate supervision.
• Attention to detail in handling customer requirements and pricing.

Responsibilities

• Partner with Field Sales Managers to support growth and meet customer requirements.
• Analyze customer needs and align products, support, and delivery timelines.
• Serve as main contact for Sales, Dealers, and Customers on technical and logistical support.
• Prepare quotations, RFQ/RFP responses, and proforma documentation.
• Coordinate inputs from internal teams for complex proposals.
• Support development of cost estimates and work breakdown structures.
• Contribute to cost and price review materials and proposal content.
• Analyze sales forecasts, order status, and opportunities and present findings.
• Maintain and manage the prospect and opportunity database.

Skills

Sales operations

Proposal management

Cross-functional coordination

Analytical skills

Communication skills

Multi-priority management

Detail oriented

CRM systems

Microsoft Office

Tools

CRM systems

Microsoft Office

Job description

We are seeking an experienced professional to support field sales teams, customers, and dealers by coordinating technical, commercial, and logistical requirements. The role involves analyzing customer needs, supporting business opportunities, and coordinating with cross-functional teams to develop proposals, quotations, cost estimates, and other sales-related documentation.

Key Responsibilities

• Partner with Field Sales Managers to support continued business growth and meet customer requirements.
• Analyze customer requirements and ensure products, support, and delivery timelines align with customer needs.
• Serve as a point of contact for Sales, Dealers, and Customers regarding technical and logistical support.
• Prepare quotations, RFQ/RFP responses, proformas, and other documentation for future business opportunities.
• Assist with large and complex proposals by coordinating information and inputs from various internal teams.
• Work closely with Business & Proposal, Integrated Logistics Support, Systems Engineering, Program Management, Sales Finance, Contracts, and Product Management teams.
• Support the development of cost estimates and work breakdown structures.
• Prepare cost and price review materials and contribute to proposal content.
• Assist Sales Managers with analysis and presentation of sales forecasts, order status, issues, progress, equipment details, and future opportunities.
• Maintain and manage the prospect and opportunity database.
• Identify and address changes within the assigned business area.
• Communicate with internal and external stakeholders to explain and interpret operational processes, practices, and procedures.
• Support the achievement of operational targets and contribute to overall departmental results.

Qualifications & Skills

• Intermediate-level professional with practical knowledge of the relevant job area.
• Experience in sales operations, business development, proposal management, commercial operations, or a related field.
• Strong analytical, organizational, and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to coordinate effectively with cross-functional teams.
• Ability to manage multiple priorities and work under moderate supervision.
• Strong attention to detail and ability to work with customer requirements, quotations, proposals, and cost information.
• Proficiency with Microsoft Office and business/CRM systems.