Sales Ops Specialist: CPQ & Salesforce

Tsugami Swiss; Windsor, Northern (CT, KY); Hybrid; USD 55,000 - 70,000; Full time

Benefits offered by this job

Competitive starting salary

Health benefits including zero premium

Paid time off 23 days first year

10 company holidays

401(k) with company match

Tuition reimbursement

Employee events and perks

Employee assistance program

Job summary

Morris Group, Inc. is a leading machine tool distribution network seeking a Sales Operations Coordinator to support the Outside Sales team. You will own the CPQ system and maintain accurate Salesforce data, collaborating with Marketing, Contracts, and Project Management to ensure accurate SOWs and timely shipments.

The role emphasizes customer interaction, technical inquiries resolution, and creating machine tool layouts to support pricing and planning. Occasional travel is possible.

Qualifications

• College degree preferred.
• Prior experience in a sales support, sales operations, or technical support role is strongly preferred.
• Experience with Salesforce or similar CRM systems required.
• Proficiency in Microsoft Office tools, including Outlook and PowerPoint.
• Experience with CPQ systems strongly preferred.
• SolidWorks experience is a plus.
• Ability to quickly learn and become fully versed in key operating systems and internal tools.
• Strong organizational skills with the ability to manage multiple priorities simultaneously.
• Excellent written and verbal communication skills.
• High attention to detail with a commitment to accuracy in all aspects of work.
• Proficient math and analytical skills to support pricing and deal development.
• Demonstrated technical aptitude and willingness to learn complex systems and product details.

Responsibilities

• Provide comprehensive support to the Outside Sales team to help meet and exceed company sales goals.
• Serve as a key internal point of contact to ensure excellent customer experience for all stakeholders.
• Partner closely with the Marketing team on sales-related initiatives, campaigns, and materials.
• Act as the primary owner of the CPQ (Configure, Price & Quote) system, including maintaining accurate customer and deal information in Salesforce.
• Collaborate with Contracts and Project Management teams to ensure customer machine details, statements of work (SOWs), and shipment schedules are accurate and completed on time.
• Support customers with technical inquiries by identifying, coordinating with, and following up with the appropriate internal resources.
• Create machine tool layouts, including sizes, specifications, and weights, to support sales and project planning efforts.
• Work with key stakeholders to ensure Statements of Work (SOWs) are properly created, communicated, and adhered to.
• Coordinate scheduling and logistics related to hosting customers, including visits, demonstrations, and meetings.
• Prepare deal sheets, pricing documentation, and product line pricing support as needed.
• Demonstrate strong, proactive, and effective communication with both internal teams and external customers.
• Maintain a high level of accuracy and attention to detail across all responsibilities.
• Occasional travel may be require d.

Skills

Sales support

Salesforce

CPQ systems

MS Office

Communication skills

Analytical skills

Learning new systems

Education

College degree

Tools

Salesforce

CPQ tools

SolidWorks

Microsoft Office (Outlook, PowerPoint)

Job description

Morris Group, Inc. is a leading machine tool distribution network seeking a Sales Operations Coordinator to support the Outside Sales team. You will own the CPQ system and maintain accurate Salesforce data, collaborating with Marketing, Contracts, and Project Management to ensure accurate SOWs and timely shipments.

The role emphasizes customer interaction, technical inquiries resolution, and creating machine tool layouts to support pricing and planning. Occasional travel is possible.