Sales Operations Specialist

Smart IMS Inc; Plano (TX); On-site; USD 48,000 - 62,000; Full time

Job summary

Smart IMS Inc. is seeking a Sales Operations Specialist to optimize forecasting dashboards, manage the sales hierarchy, and maintain Salesforce data integrity.

The role collaborates with Supply Chain, IT, and Sales teams to deliver accurate, timely insights guiding inventory, production, and revenue decisions. The ideal candidate brings 5+ years in Sales Operations, strong SCM/demand planning knowledge, and proficiency with Salesforce, Excel, Alteryx, and Tableau.

Qualifications

• Requires a minimum of 5 years in Sales Operations or related field.
• Strong analytical and problem-solving abilities.
• Excellent written and verbal communication.
• Experience translating data into actionable insights.
• Proficiency in Salesforce.com or CRM platforms.

Responsibilities

• Develop, maintain, and optimize the sales forecasting dashboard, sales hierarchy, and Salesforce.com data integrity to ensure accurate reporting across sales and supply chain teams.
• Partner with SCM and IT Channel teams to manage Sell-Out forecasting and provide forecasts to support inventory planning and revenue decisions.
• Integrate demand planning outputs with BO pipeline data for enhanced downstream visibility and informed buffer loading decisions.
• Monitor channel inventory levels and demand signals; surface recommendations to minimize business impact.
• Conduct funnel analysis to drive sales process improvements and revenue growth.
• Lead recurring sales and operations cadence calls with stakeholders to resolve misalignment.
• Manage and maintain the Target Account List and support sales systems administration.
• Support territory re-alignments and sales structure changes by updating systems and data.
• Collaborate with cross-functional teams to support data compilation and operational execution.

Skills

Sales Operations

Analytical thinking

Communication

Presentation skills

Education

Bachelor's degree in business or related field

Tools

Salesforce.com

Excel

Alteryx

Tableau

Job description

Job Description:

Job Title: Sales Operations Specialist

Duration (Contract): 6 Months

Client Location: Plano, TX 75023

Location Preference: Onsite

Key Responsibilities:

• Develop, maintain, and optimize the sales forecasting dashboard, sales hierarchy, and Salesforce.com data integrity to ensure accurate, timely, and actionable reporting across sales and supply chain teams.
• Partner with the SCM and IT Channel teams to own and manage Sell-Out forecasting by integrating historical trend analysis, pipeline data, and demand signals to produce forecasts that directly support inventory planning, production alignment, and revenue decisions.
• Integrate demand planning outputs (AP1/DP) with Business Opportunity (BO) pipeline data to provide the Supply Chain Management (SCM) team with enhanced downstream visibility, enabling more informed buffer loading decisions and reducing ending on-hand inventory risk and low supply exposure.
• Monitor and analyze channel inventory levels and demand signals in collaboration with the SCM and Demand Planning teams, identifying early indicators of supply risk or excess inventory and surfacing recommendations to minimize business impact.
• Conduct comprehensive funnel analysis to drive informed decision-making and identify areas for sales process improvement and revenue growth.
• Lead and support recurring sales and operational cadence calls, coordinating alignment across sales, supply chain, and executive stakeholders to catch and resolve misalignment before it creates downstream planning disruptions.
• Manage and maintain the Target Account List and support the administration of sales systems and tools.
• Support territory re-alignments and sales structural changes by updating systems, data, and reporting accordingly.
• Collaborate with cross-functional teams (Sales, Finance, Strategy, Product Management, SCM, and Demand Planning) to support data compilation and operational execution.

Required Skills, Experiences, Education and Competencies:

• A minimum of 5 years of experience in Sales Operations, Sales Support, or a related field
• Strong knowledge & previous experience in Supply Chain Management (SCM)/Demand Planning
• Bachelor s degree in business, MIS, or a related discipline (or equivalent work experience)
• Strong analytical and problem-solving skills with a demonstrated ability to translate data into actionable insights
• Proficiency in Salesforce.com or equivalent CRM platforms
• Advanced Microsoft Excel skills (pivot tables, advanced formulas, ad hoc reporting, dashboards)
• Excellent communication skills written, verbal
• Skilled at conveying complex ideas in presentations
• Proven track record of process improvement and operational efficiency
• Ability to manage multiple priorities and make sound decisions on time-sensitive matters
• Mastery of Alteryx and Tableau

The hourly range for roles of this nature are $35.00 to $45.00/hr. Rates are heavily dependent on skills, experience, location, and industry.

cyberThink is an Equal Opportunity Employer.