Full-Time

Sales Operation Specialist

Posted on 8/15/2025

ACRT Services

ACRT Services

No salary listed

Kent, OH, USA

Hybrid

Hybrid work environment; on-site in Stow, OH with remote flexibility as needed for projects; travel 5-10%; physical presence required at office; connection to the 'Working Conditions' and 'Work Environment' sections indicates in-person hybrid with remote as needed.

Category
Operations & Logistics (3)
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Requirements
  • Education: Bachelor's degree in Business, Marketing, Finance, or a related field (equivalent experience considered).
  • Experience: 1–3 years in sales operations, sales support, or CRM administration—preferably within a B2B environment.
  • Systems: Hands on expertise with a modern CRM platform (Salesforce, HubSpot, Microsoft Dynamics, or similar) and proficiency in Excel or BI/reporting tools.
Responsibilities
  • CRM Stewardship & Pipeline Integrity: Manage all CRM data inputs and enforce data hygiene standards.
  • CRM Stewardship & Pipeline Integrity: Cross check the sales pipeline, reviewing Project Notice Reports (PNRs) for completeness and accuracy.
  • CRM Stewardship & Pipeline Integrity: Monitor process compliance and flag gaps or bottlenecks to leadership.
  • KPI & Reporting: Develop and publish sales KPI dashboards and ad hoc reports for senior leadership.
  • KPI & Reporting: Partner with leadership to refine KPI targets as team goals evolve.
  • KPI & Reporting: Compile commission eligible revenue data and input into pay systems.
  • Sales & Opportunity Support: Serve as the primary liaison among opportunity aggregators, BDMs, and technical sales teams to ensure smooth handoffs and stakeholder alignment.
  • Sales & Opportunity Support: Track sales cycle milestones and surface at risk opportunities.
  • Proposal Process Coordination: Log, assign project numbers, and maintain proposal records for consistency.
  • Proposal Process Coordination: Monitor milestones, send deadline reminders, and escalate “emergency” proposals.
  • Proposal Process Coordination: Verify final submission requirements and archive documentation.
  • Go/No Go & Capacity Analysis: Collect inputs for operational go/no go reviews and prepare periodic summaries for budgeting, staffing, and planning decisions.
  • Meeting & Event Support: Prepare agendas, slide decks, and follow up actions for weekly BD meetings.
  • Meeting & Event Support: Track industry conferences, evaluate ROI, and capture insights to guide future attendance decisions.
Desired Qualifications
  • Experience creating automated KPI dashboards or leveraging BI tools (Power BI, Tableau).
  • Familiarity with proposal management software or RFQ/RFP workflows.
  • Exposure to commission calculation or sales compensation platforms.
  • Exceptional attention to detail and data accuracy.
  • Ability to convert raw data into concise, executive ready insights.
  • Strong organizational and time management skills; comfortable juggling multiple deadlines.
  • Clear written and verbal communication; able to coordinate across functions without formal authority.

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INACTIVE