Sales Operations Specialist

About the role

The Sales Operations Specialist works closely with Sales, Program Management and internal departments to support the sales operations process and deliver exceptional customer service. The role acts as a key liaison across cross-functional teams, ensuring effective communication, timely follow-up, accurate order processing and customer satisfaction. It coordinates with Sales, Program Management, Purchasing, Finance & Accounting and Production teams, supporting sales from quote preparation through order fulfillment and invoicing.

Key responsibilities

• Coordinate and support the sales operations process, from quote preparation through order processing and fulfillment
• Prepare and coordinate customer quotes, proposals and RFP responses, and expedite quote approvals
• Enter customer orders into the management system and verify product information, quotes, payment terms and other order details
• Process and track orders, resolve issues, consolidate account records and maintain accurate customer and sales order information
• Gather and maintain reports on sales orders and account activities, and support invoice processing with Finance & Accounting
• Serve as liaison between Sales, Program Management, Purchasing, Finance & Accounting, Production and other departments, providing daily updates to leadership on orders, quotes and outstanding sales activities
• Identify and monitor risks in programs and sales, coordinate mitigation actions, evaluate performance and present recommendations to management
• Research new accounts and prospective clients, maintain account information and support business-growth initiatives
• Take on additional responsibilities and special projects as assigned

Required profile

• Bachelor's degree, or 1-2 years of working experience in related fields
• Exceptional communication and interpersonal skills, able to organize, prioritize, multitask and meet multiple deadlines
• Customer-oriented and experienced working with clients

Required skills

• Proficiency in Microsoft Office
• Knowledge of information technology (IT) or computer hardware

What we offer

• Salary range of $75,000 to $85,000 annually
• Medical, dental and vision insurance, disability insurance and 401(k)
• Flexible spending account and commuter benefits
• Location near I-680 and I-880, with BART and bus stops within 10 minutes' walk