Sales Operations Specialist

Server Products Inc; Village of Richfield (WI); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

10 Paid Holidays

3 Volunteer Days

401(k) with 6% Match

Job summary

Server Products Inc. seeks a Sales Operations Specialist to optimize sales performance through data-driven insights, forecasting cadence, Salesforce data integrity, and pricing controls.

You will partner with Sales, Finance, and Operations to deliver timely reports and support opportunity management, quoting, and demand planning. Ideal candidates have 1–3 years in sales ops or business development, strong CRM skills, proficiency in Excel/PowerPoint, and excellent communication.

Qualifications

• Bachelor’s degree preferred or equivalent work experience.
• 1–3 years of sales/business development experience is a plus.
• CRM experience: expert in handling CRM software and common office tools.

Responsibilities

• Manage day-to-day sales operations, including pipeline accuracy and deal flow.
• Serve as Salesforce administrator or power user and maintain data integrity.
• Ensure consistent use of opportunity stages, close dates, and probabilities.
• Support quote-to-order processes with Finance and Operations.
• Identify friction points and drive continuous improvement.
• Build and maintain sales dashboards, forecasts, and performance reports.
• Track KPIs: pipeline velocity, forecast accuracy, win/loss, and shipments vs budget.
• Coordinate weekly sales forecasting cadence and provide trend insights.
• Provide actionable insights to sales leadership for decision-making.
• Collaborate with Finance on forecasting, pricing, and revenue reporting.
• Coordinate with Marketing on lead management and handoff processes.
• Align sales demand with inventory availability and fulfillment expectations.
• Assist Business Development with historical data and account insights.
• Maintain product knowledge and positioning across the sales org.
• Prepare for on-site and off-site customer meetings; perform other duties as assigned.

Skills

CRM expertise

Sales forecasting

Data analysis

Dashboard creation

Communication

Education

Bachelor's degree preferred

Tools

Salesforce

Excel

PowerPoint

Word

Outlook

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.