Sales Operations Specialist - Process & Forecasting Pro

Physical Electronics; Chanhassen (MN); On-site; USD 75,000 - 90,000; Full time

Job summary

Physical Electronics USA is seeking a detail-oriented Sales Operations Specialist to support and improve our sales operations processes. This role acts as a central coordination point between Sales, Accounting, Service, Purchasing, ULVAC-PHI, customers, forwarders, and global representatives.

Ideal candidates bring 5+ years in sales operations, strong CRM/Excel skills, and a proven ability to optimize workflows and reporting.

Qualifications

• Five years of experience in sales operations, commercial operations, or related field.
• Experience supporting complex B2B sales including quotes, POs, contracts, billing, shipments, cross-functional coordination.
• Strong CRM and Excel skills with reporting, formulas, pivot tables, data validation, forecasting, and margin analysis.
• Excellent organizational, analytical, communication, and follow-up skills.
• Ability to identify problems, manage competing deadlines, and elevate risks appropriately.
• Experience improving workflows or implementing business tools.

Responsibilities

• Coordinate sales activities from quote prep through order entry, shipment, billing and customer acceptance.
• Maintain CRM records, forecasts, order logs, shipment info, margin worksheets, and customer docs.
• Create and improve workflows, templates, reports, dashboards, and procedures.
• Utilize CRM, Excel, automation, and AI-assisted tools to boost accuracy and efficiency.
• Provide regular updates on open orders, shipments, commitments, delays, risks, and follow-ups.

Skills

CRM proficiency

Advanced Excel

Analytical thinking

Cross-functional coordination

Communication skills

Process improvement

Education

Associate or bachelor’s degree in business or related field

Tools

Salesforce

Power BI

Power Automate

AI-assisted tools

Job description

Physical Electronics USA is seeking a detail-oriented Sales Operations Specialist to support and improve our sales operations processes. This role acts as a central coordination point between Sales, Accounting, Service, Purchasing, ULVAC-PHI, customers, forwarders, and global representatives.

Ideal candidates bring 5+ years in sales operations, strong CRM/Excel skills, and a proven ability to optimize workflows and reporting.