Position Title: Sales Operations Specialist

Department: Sales

Reports To: Executive Vice President of Sales (EVP of Sales)

FLSA: Non-Exempt

Position Summary

The Sales Operations Specialist supports the operational processes and systems that enable the Sales team to operate effectively. This role supports CRM maintenance and ongoing improvements, RFP/RFI/RFQ coordination, contract activities, and lead and pipeline workflows, ensuring work follows internal processes and company standards. Partnering with sales leadership and cross-functional teams, the Specialist delivers accurate data and on-time insights that improve forecasting and deal execution. The role uses AI, automation, and data intelligence to reduce manual work and support improved sales

performance and forecasting accuracy.

Essential Duties & Responsibilities

Sales & CRM Support
- Maintain accurate and up-to-date CRM records and support data quality standards
- Assist with sales dashboards, reports, and basic pipeline tracking
- Assist in identifying data trends and inconsistencies to support sales decision-making
Lead Management
- Support inbound and outbound lead workflows, including qualification and routing
- Assist with lead generation and prospecting initiatives
- Track lead activity and conversion metrics to support sales follow-up and process improvements
Proposal & Documentation Support
- Assist with the preparation and coordination of RFP, RFI, and RFQ responses
- Gather required information from internal teams and organize proposal materials
- Maintain standard proposal content and documentation
- Track proposal timelines and ensure on-time completion of submissions
Sales Operations
- Support contract tracking, documentation, and renewal reminders in coordination with internal stakeholders
- Assist with sales reporting, activity tracking, and process documentation
- Contribute to improving efficiency through standardized sales processes, documentation, and tools

NMA (Neuromonitoring Associates)

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Sales Operations Specialist