Sales Ops Specialist - Quoting, Forecasting & Ordering

Socket.dev; Harvard (MA); On-site; USD 75,000 - 103,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Paid time off

401(k) matching

Equity package

Job summary

VulcanForms seeks a Sales Operations Specialist to own the commercial process behind a growing, multi-vertical manufacturing business. This hands-on role includes preparing customer quotes, maintaining data standards, and documenting processes for a seven-person sales team, reporting to the Senior Director of Commercial Operations.

Key responsibilities include running the deal desk, issuing quotes, coordinating pricing inputs, and ensuring forecast accuracy.

Qualifications

• Four-plus years in sales operations, commercial operations, or a comparable commercial support role.
• Direct experience owning a quoting or deal desk process for configured, non-catalog products.
• Experience running a forecast process with business or sales leaders, including holding contributors accountable to data standards.
• Advanced Excel and working proficiency in Salesforce as a power user.
• Experience with an ERP such as Epicor in a commercial or order management capacity.
• Manufacturing, industrial, or engineered-to-order background; aerospace and defense, medical device, or other regulated long-cycle sales environments preferred.
• A track record of following through on operational commitments without being managed to them.
• Strong written and verbal communication, credible with sellers, engineers, and operations alike.

Responsibilities

• Serve as the deal desk for the commercial team - quote intake, preparation, pricing review, and approval routing
• Prepare and issue customer quotes, including complex and non-standard configurations
• Assemble cost and margin inputs from engineering and finance, and prepare the pricing recommendation for approval
• Maintain quote templates, product structure, and pricing rules, and track quote turnaround against a target
• Facilitate the forecast process with the business unit owners, who own their forecast, driving it to a committed number on a weekly and quarterly cadence
• Own forecast reporting and visibility - collecting, consolidating, and sharing the data through our commercial systems
• Set the pipeline data quality standard and audit against hygiene and accuracy
• Track quota attainment and supply attainment data to Finance
• Own the handoff from quoted/won opportunity to purchase order, coordinating across commercial and operations
• Own customer follow-through - order status, expediting, and chase-downs - and escape early when a delivery commitment is at risk
• Enforce commercial data standards for opportunity stages, required fields, record ownership, and account hygiene
• Document how commercial work flows today and turn the friction points into a prioritized improvement list
• Represent the commercial team on cross-functional initiatives as needed

Skills

Sales operations experience

Deal desk ownership

Forecast process

Advanced Excel

Salesforce power user

ERP (Epicor)

Manufacturing background

Strong communication

Tools

Excel

Salesforce

Epicor ERP

Job description

VulcanForms seeks a Sales Operations Specialist to own the commercial process behind a growing, multi-vertical manufacturing business. This hands-on role includes preparing customer quotes, maintaining data standards, and documenting processes for a seven-person sales team, reporting to the Senior Director of Commercial Operations.

Key responsibilities include running the deal desk, issuing quotes, coordinating pricing inputs, and ensuring forecast accuracy.