Sales Operations Specialist

This is a fully remote position, open to applicants in Virginia, +1 more state.

📋 Description

• Take charge of sales forecasting, pipeline management, and demand planning activities to enhance forecast precision, business transparency, and revenue expansion.

• Evaluate sales performance, market dynamics, customer needs, and funnel health to deliver actionable insights that support strategic decision-making.

• Create executive-level reports and dashboards while maintaining data integrity across CRM, ERP, and business intelligence systems.

• Collaborate with Sales, Supply Chain, Finance, Engineering, and Product Management to synchronize forecasts, capacity planning, business reviews, and product lifecycle initiatives.

• Lead efforts in process standardization, CRM governance, and continuous improvement initiatives that boost operational efficiency and enhance customer experience.

• Manage Sales Incentive Plan administration, which includes performance metrics, territory and crediting logic, payout validation, and reporting transparency.

• Work in partnership with marketing, engineering, sales, supply chain, and operations to achieve measurable revenue growth.

• Assist in demand forecasting, production planning, sales order actuals visibility, and the accuracy of customer and material (SKU) databases.

⛳️ Requirements

• A Bachelor’s degree in Business, Engineering, Data Analytics, or a related field.

• Over 5 years of experience in sales operations, forecasting, demand planning, sales enablement, or strategic account management.

• Ideally experienced in industrial, electrical, engineering, or mission-critical infrastructure sectors.

• Proficient in BI tools, including Power BI and Snowflake.

• Advanced skills in Excel, SAP, and Salesforce CRM.

• Experience collaborating with Supply Chain, Operations, and Engineering in a manufacturing or engineered-to-order context.

• Strong analytical abilities with experience in forecasting, reporting, Excel Power Pivot, and Power Query.

• Capability to convert complex technical and operational data into clear, actionable insights.

• Exceptional communication, presentation, and cross-functional collaboration abilities.

• Experience in a global or matrix organization and/or in support of mission-critical industries is preferred.

• Strong project management skills with the ability to handle multiple concurrent initiatives.

• Familiarity with customer go-to-market strategies such as iRep, Distributor, Value Added Reseller, integrators, and direct/end-user.

• Solid understanding of UPS systems, switchgear, PDUs, and power distribution equipment.

• Awareness of long-lead-time electrical components and supply chain limitations.

• A process-driven mindset with a keen eye for detail, structure, and continuous improvement.

• Ability to influence cross-functional teams without direct authority.

🏝️ Benefits

• Bonus eligibility.

• Choice between two medical plan options: a PPO plan known as the Copay Plan OR a High Deductible Health Plan with a Health Savings Account.

• Choice between two dental plan options: Core and Core Plus.

• Vision benefits.

• Company-paid life insurance (2X base pay).

• Company-paid AD&D (1X base pay).

• Voluntary life and AD&D – fully employee-funded up to specified maximums.

• Short Term Disability coverage for up to 26 weeks – Company paid.

• Long Term Disability covering 60% of pay – Company paid, with an option to buy up to 66 2/3% of pay.

• Supplemental benefits including accident insurance, hospital indemnity, critical illness, and pet insurance.

• Parental Leave for up to 6 weeks.

• Access to an Employee Assistance Program.

• Health Advocate support resources for mental/behavioral health, general health navigation, virtual health, and infertility/adoption.

• Employee discount program.

• Retirement 401k Savings Plan with Company Contributions.

• Employee Stock Acquisition Plan (ESAP).

• 11 paid holidays.

• Vacation policy allowing permissive time away for salaried exempt positions.