Sales Operations Specialist: Forecasting & CRM Insights

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 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.