Sales Operations Specialist — Pipeline & Quotation Expert

Dotson; Stockton, Northern (CA, KY); Hybrid; USD 31,000 - 44,000; Full time

Job summary

Dotson is seeking an Account Specialist to join the Regional Support Team in Stockton, CA. The role supports sales execution, pipeline management, opportunity qualification, and quotation activities across cross-functional teams to drive revenue growth and customer engagement.

You will maintain pipeline integrity, coordinate quote development, document customer needs, and assist with commercialization campaigns while ensuring data accuracy in Salesforce.

Qualifications

• Experience in inside sales, sales operations, customer service, or account management.
• Knowledge of CRM systems and quotation management processes.
• Experience supporting industrial or B2B sales environments preferred.

Responsibilities

• Support Strategic Account Directors in advancing sales opportunities.
• Review, qualify, and process customer RFQs with cross-functional teams.
• Prepare and manage quotations per pricing and policies.
• Maintain Salesforce records with accurate stages, close dates, and product data.
• Qualify customer needs, applications, timelines, and decision criteria.
• Monitor pipeline health and follow up on stalled opportunities and aging quotes.
• Collaborate with sales to develop action plans to improve conversions.
• Coordinate campaigns and track outcomes in Salesforce.
• Capture customer insights and market trends for internal stakeholders.
• Resolve quotation issues and assist with order conversion from quote to PO.

Skills

Opportunity Qualification

Pipeline Management

Sales Process

Salesforce CRM Proficiency

Quotation & Commercial Process

Customer Discovery

Cross-Functional Collaboration

Analytical & Problem-Solving

Business Communication

Time Management & Prioritization

Attention to Detail

Commercial Acumen

Job description

Dotson is seeking an Account Specialist to join the Regional Support Team in Stockton, CA. The role supports sales execution, pipeline management, opportunity qualification, and quotation activities across cross-functional teams to drive revenue growth and customer engagement.

You will maintain pipeline integrity, coordinate quote development, document customer needs, and assist with commercialization campaigns while ensuring data accuracy in Salesforce.