Inside Sales & Sales Operations Specialist

Department

Sales / Commercial Operations

Reports To

Sales Manager, Director of Sales, or GM (as assigned)

FLSA Status

Exempt or Non-Exempt (company to designate)

Location

On-site

Position Summary

The Inside Sales & Sales Operations Specialist supports revenue growth by managing inbound and outbound sales support activities while owning key sales operations processes. This role is responsible for quote and order accuracy, Dynamics data integrity, coordination across internal teams (sales, operations, production, finance), and delivering consistent customer experience from inquiry through order acceptance.

Essential Duties and Responsibilities

A. Inside Sales (Customer & Revenue Support)

Responding to inbound customer inquiries and route/qualify leads to the appropriate sales owner.
Support the field sales team with help responding to RFQs, quotes, and pricing packages.
Prepare and process quotes, revisions, and customer-facing proposals in accordance with company policy.
Review incoming purchase orders (POs) for completeness and alignment to quote terms (pricing, part numbers, delivery, freight, taxes, payment terms).
Coordinate order acceptance steps: customer onboarding, credit applications, payment terms alignment, and internal approvals.
Provide status updates to customers (order confirmation, lead times, shipment coordination) and manage some routine customer communication.
Log activities, notes, and next steps in Dynamics to ensure visibility and continuity.

B. Sales Operations (Process, CRM, Reporting, Forecast Support)

Own day-to-day Dynamics health: data accuracy, required fields, stages, close dates, probability, contacts, and account hygiene.
Build and publish recurring dashboards and reports (pipeline, bookings, conversion rates, quote aging, win/loss, activity).
Manage sales documentation and enablement tools (quote templates, pricing sheets, SOPs, playbooks, standard email language).
Support pricing governance: discount approval workflows, margin checks, and documentation of exceptions.
Coordinate with Finance on credit holds, AR issues impacting orders, and customer setup requirements.
Coordinate with shipping to obtain freight estimates.
Partner with Operations/Production to confirm lead times, capacity constraints, and shipment windows, ensuring customer commitments are realistic.
Identify process gaps and implement improvements (standard work, checklists, automation, training).

C. Cross-Functional Coordination

Work closely with Sales, Finance, Customer Service, Engineering (if applicable), and Operations to ensure smooth order flow.
Participate in sales meetings and provide updates on quote volume, backlog impacts, and at-risk orders.

Required Skills and Qualifications

2-5 years of experience in inside sales, sales support, sales operations, customer service, or order management.
Strong proficiency in CRM systems (Microsoft Dynamics 365 preferred) and Microsoft Office (Excel, Word, Outlook, Teams).
High attention to detail with the ability to manage multiple priorities and deadlines.
Strong written and verbal communication skills with a customer-first mindset.
Working knowledge of quoting, order entry, and basic commercial terms (Incoterms helpful but not required).
Ability to analyze data, create reports, and present insights clearly to leadership.

Preferred Qualifications

Experience supporting manufacturing, industrial products, textiles, shelters, or other configured/BOM-based products.
Familiarity with government/compliance-driven customers (RFQs, documentation requirements, contract terms).
Experience building or improving SOPs, checklists, and processing documentation.
Intermediate Excel skills (pivot tables, lookups, basic formulas).

Core Competencies

Accuracy and accountability: zero-defect mindset for quotes/orders.
Process discipline follows SOPs and improves workflows.
Customer focus: responsive, professional, solution oriented.
Data integrity: keeps CRM clean and current.
Collaboration: works effectively across departments.
Judgment: escalates risks early; knows when approvals are needed.

Performance Metrics (Examples)

Quote cycle time (request to quote sent).
Quote-to-order conversion rate.
Order accuracy rate (PO matches’ quote; minimal rework).
CRM compliance (required fields complete; stage hygiene).
Pipeline/reporting timeliness and accuracy.
Customer response time / SLA adherence.
Aging quotes/opportunities reduced month-over-month.

Working Conditions / Physical Requirements

Office/desk-based role; extended time on computer and phone.
Occasional travel may be required for training or trade shows (if applicable)

Disclaimer: This duty description indicates in general the nature and level of work, knowledge, skills, abilities, and responsibilities expected for this position. It is not designed to contain a comprehensive listing of every activity, duty, or responsibility that may be assigned. The company may modify duties, responsibilities, reporting relationships, and requirements at any time based on business needs.

Pay: $40,000.00 - $49,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Health savings account
Life insurance
On-site gym
Paid parental leave
Paid time off
Vision insurance

Experience:

Inside sales: 2 years (Required)

Location:

Binghamton, NY 13903 (Required)

Work Location: In person

inTENTional Systems

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Inside Sales & Sales Operations Specialist