The Sales Operations Specialist sits at the intersection of Sales and Fulfillment, supporting the systems, processes, and tools that move a SmartLab from proposal to delivered product. The right candidate will be comfortable with the wide range of responsibilities this role embodies, If you are someone who picks things up quickly, pitches in where needed, and brings a solutions-first attitude when priorities shift, this may be the right job for you. You will work closely with a high-standards leader and at an organization who values people who think on their feet and can take feedback in stride. This is a hybrid position based out of our Longmont, Colorado warehouse, with roughly three days per week on-site (sometimes more, sometimes less depending on schedules and seasonality) and flexibility to work remotely the rest of the time.

Duties And Responsibilities

Proposals, Pricing, and Configuration

Support customer proposals, product configurations, and SmartLab pricing for Sales and Customer Success
Maintain internal configuration tools and documentation used to generate pricing, deliverables, and lab-specific documents
Ensure proposals and quotes are timely, accurate, and consistent across Sales and Customer Success
Process and manage purchase orders across multiple systems, resolving discrepancies with internal teams and vendors

Salesforce, Systems, and Revenue Operations

Support ongoing improvements in Salesforce and related systems across the full pre-sale to post-sale cycle, including data entry, quality checks, and basic reporting
Develop working knowledge of Salesforce Price Book and quoting objects to support testing, troubleshooting, and process improvements
Help refine approval workflows in Salesforce for discounts, exceptions, and non-standard terms
Assist with ERP and quote-to-cash tool changes by providing operational input, testing scenarios, and documenting processes

Reporting and Dashboards

Build and maintain recurring reports and dashboards in Salesforce and Excel for Sales, Business Development, Customer Success, Integrated Operations, and Fulfillment
Monitor data quality in key systems and partner with stakeholders to resolve issues affecting reporting and order accuracy

Sales Enablement and Cross-Functional Support

Support Sales and Customer Success leaders with training materials and quick-reference guides on proposal tools, Salesforce processes, and dashboards
Serve as an operations partner across Sales, Business Development, Customer Success, Integrated Operations, and Fulfillment to align handoffs across the quote-to-cash journey
Support the RFP process by coordinating cross-functional inputs and helping ensure accurate, compliant submissions

Fulfillment and On-Site Warehouse Support

Provide periodic on-site fulfillment support including picking, packing, shipping preparation, and basic inventory support
Partner with warehouse and fulfillment team members to support accurate, on-time delivery of SmartLab and catalog orders
Assist with occasional lifting, moving, and staging of product, generally up to 30-40 pounds, in accordance with safety guidelines

Requirements

Education and Experience

Bachelor's degree in a related field preferred, or equivalent combination of education and relevant experience
2+ years of experience in sales operations, revenue operations, fulfillment operations, or a similar role preferred
Experience supporting proposals, pricing, product configuration, RFP responses, or order processing is preferred
Experience with Salesforce or another CRM is strongly preferred; ERP or MRP experience is a plus
Proficiency with Microsoft 365, especially Excel, Outlook, and Teams, is preferred
Background in K-12 education or EdTech is helpful but not required

Knowledge, Skills, And Abilities

Working knowledge of sales operations, order processing, and cross-functional business workflows
Ability to learn and use business systems quickly, including CRM, ERP, and related tools
Ability to build, maintain, and interpret reports and dashboards with strong attention to detail
Analytical mindset with the ability to identify process gaps, data issues, and practical solutions
Ability to manage multiple tasks, shift priorities, and meet deadlines in a fast-paced environment
Clear written and verbal communication skills, including the ability to document processes and support user training
Ability to work effectively across Sales, Customer Success, Integrated Operations, Finance, and Fulfillment
Ability to lift and move materials up to 30-40 pounds occasionally, with or without reasonable accommodation

Benefits

Health Care Plan (Medical, Dental & Vision)
Retirement Plan (401k, IRA)
Life Insurance (Basic, Voluntary & AD&D)
Paid Time Off (Vacation, Personal & Public Holidays)
Family Leave (Maternity, Paternity)
Salary range: $62,000-$74,000

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