Sales Operations Specialist

RM Young company • Full-time • Traverse City, Michigan, United States • $52k - $56k / year • 1m ago

Job Title: Sales Operations Specialist
Location: Traverse City, Michigan
Department: Sales
Reports To: Vice President of Sales

About the Role:

We are seeking a highly organized and detail-oriented Sales Operations Specialist to support the sales team by streamlining quoting, sales processes, and administrative functions. This role plays a critical part in ensuring accuracy, consistency, and speed across quoting, vendor documentation, and sales enablement tasks. You will act as a central hub between sales, finance, operations, and external partners like distributors and vendors.

Key Responsibilities:

Own and manage the quoting process, including creation, review, and delivery of quotes to customers while ensuring compliance with pricing guidelines and margin targets
Prepare and complete RFPs (Requests for Proposals) and coordinate responses with internal stakeholders
Accurately complete and submit vendor setup forms, compliance documents, and other required onboarding paperwork
Handle incoming distributor requests such as pricing, product info, forms, and deal registration
Maintain and optimize CRM/ERP systems (Hubspot/Netsuite)
Create and manage sales dashboards and reports to monitor KPIs, pipeline health, and forecast accuracy
Support sales reps with administrative needs related to contracts, quotes, documentation, and approvals
Collaborate with cross-functional teams including Finance, Legal, Service, and Marketing to ensure timely and accurate sales support
Ensure all processes are documented, repeatable, and scalable; contribute to continuous improvement initiatives
Provide onboarding and tool training for new sales hires

Qualifications:

Bachelor’s degree in Business, Marketing, Finance, or related field
2–5 years of experience in sales operations, quoting, or business operations
Strong working knowledge of quoting tools and CRM platforms (Hubspot experience preferred)
Experience managing RFPs, vendor forms, and distributor documentation processes
High attention to detail, accuracy, and follow-through
Strong analytical skills and proficiency in Excel/Google Sheets; BI tools a plus
Excellent communication and organizational skills
Ability to manage multiple priorities in a fast-paced environment
Prior experience in B2B, distribution, or manufacturing, is a plus

What We Offer: