Sales Operations Specialist

Server Products; Town of Richfield (WI); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Paid holidays

Volunteer days

401(k) match

Job summary

Server Products is seeking a Sales Operations Specialist to optimize data, processes, and forecasting. You will own Salesforce data health, partner with Sales, Finance, and Operations, and drive reporting that informs pricing and revenue decisions.

Responsibilities include opportunity management, dashboard creation, and cross-functional collaboration to ensure smooth lead distribution and timely deal closure. A Bachelor’s degree and CRM proficiency are preferred.

Qualifications

• Bachelor’s degree or equivalent work experience.
• 1–3 years of sales/business development experience is a plus.
• CRM experience with expert-level use of common software like Word, Excel, Outlook, and PowerPoint.

Responsibilities

• Manage day-to-day sales operations, including pipeline accuracy and deal flow.
• Administer Salesforce and other sales tools, ensuring data integrity through audits.
• Ensure consistent opportunity stages, notes, close probabilities, and realistic close dates.
• Support quote-to-order processes with Finance and Operations.
• Identify friction points in the sales process and drive improvements.
• Build and maintain sales dashboards, forecasts, and performance reports.
• Track KPIs: pipeline velocity, conversion rates, forecast accuracy, win/loss, shipments vs budget.
• Lead weekly sales forecasting cadence and provide forecast visibility & variance analysis.
• Provide actionable insights to sales leadership for informed decisions.
• Collaborate with Finance on forecasting, pricing, and revenue reporting.
• Work with Marketing on lead management and distribution.
• Coordinate with Operations to align demand with inventory.
• Support Business Development with data and account insights.
• Ensure product knowledge and positioning consistency across sales.

Skills

CRM experience

Collaboration

Self-management

Critical thinking

Communication

Presentation

PM familiarity

Problem solving

Delegation

Customer-facing

Teamwork

Education

Bachelor’s degree or equivalent

Tools

Word

Excel

Outlook

PowerPoint

Job description

Server Products is a highly regarded food and beverage technology company that manufactures products for the restaurant and food service markets. Server Products is committed to designing smarter solutions to everyday challenges so customers can serve easier, faster, and better than ever.

The Opportunity

The Sales Operations Specialist supports sales performance through accurate data, efficient processes, and disciplined execution. Partnering closely with Sales, Finance, and Operations, this role manages the sales forecasting cadence, maintains Salesforce data and pipeline accuracy, and delivers actionable reporting and insights to sales leadership. This position supports pricing integrity and consistent commercial processes while helping inform business decisions. The Sales Operations Specialist also qualifies inbound leads, coordinates lead distribution across the sales team, participates in customer engagements, and supports broader sales initiatives as needed.

Responsibilities

• Manage day-to-day sales operations, including pipeline accuracy, opportunity management, and deal flow.
• Serve as the primary administrator or power user for Salesforce and other sales tools, maintaining data integrity through regular audits and cleanup.
• Ensure consistent use of opportunity stages, notes, close probabilities, and realistic close dates; work with the sales team to address stale or inactive opportunities.
• Support quote-to-order processes in coordination with Finance and Operations.
• Identify friction points in the sales process and drive continuous improvement.
• Build and maintain sales dashboards, forecasts, and performance reports to provide accurate, timely business insights.
• Track and analyze key performance indicators, including pipeline velocity, conversion rates, forecast accuracy, win/loss trends, and shipments versus budget.
• Manage the weekly sales forecasting cadence and support sales leadership with forecast visibility, variance analysis, and trend identification.
• Provide actionable insights to sales leadership to support informed decision-making.
• Partner with Finance on forecasting, pricing, and revenue reporting.
• Collaborate with Marketing on lead management, qualification, distribution, and handoff processes.
• Coordinate with Operations to align sales demand with inventory availability and fulfillment expectations.
• Support Business Development with historical data, trend analysis, and account insights.
• Help ensure consistent product knowledge and positioning across the sales organization.
• Prepare for and participate in on-site and off-site customer meetings as needed.
• Perform other duties and responsibilities as assigned.

Requirements

• Bachelor’s degree preferred or equivalent work experience
• 1-3 years of previous sales/business development experience is a plus
• CRM experience: should be an expert in handling CRM software and other common computer software such as Word, Excel, Outlook, and Power Point.
• Is a strong collaborator and can successfully interact at all levels of the organization and with external stakeholders
• Ability to operate with minimal supervision to achieve deliverables
• Is a strong critical thinker and manages conflict resolution appropriately and confidently
• Full working knowledge of Server Products’ offering
• Excellent written and verbal communication, and presentation skills
• Familiarity with project management software tools, methodologies, and best practices
• Proven ability to solve problems creatively
• The ability to delegate effectively and drive accountability
• Strong customer-facing and teamwork skills
• Ten (10) Paid Holidays
• Three (3) days Paid to Volunteer
• Robust 401(k) with up to 6.0% Company Contribution/Match

Server Products is proud to be an Equal Opportunity Employer. Server Products does not discriminate against any person due to any protected classes or characteristics. Our employment decisions are based only on valid, job-related requirements. We are committed to providing a workplace where all employees are treated fairly and with respect.