Sales Operations Specialist

This is a fully remote position, open to applicants in California.

📋 Description

• Take ownership of the global forecasting process and establish a reporting cadence.

• Organize weekly forecast review meetings with regional sales leaders.

• Maintain continuous demand forecasts categorized by product, region, and customer.

• Enhance the accuracy and transparency of forecasts.

• Convert commercial demand into production planning needs.

• Act as the business owner of the ERP system (HubSpot).

• Oversee opportunity pipelines, workflows, dashboards, and reporting mechanisms.

• Promote CRM compliance and ensure data accuracy.

• Assist with system integrations and automate reporting processes.

• Create a single source of truth for commercial data.

• Generate weekly and monthly dashboards that include: forecast, orders, backlog, production status, shipment status, commission, and revenue delivery.

• Manage approved product configurations, options, accessories, and regional variations.

• Administer commercial product master data and SKU structures.

• Coordinate product launches, updates, and retirements.

• Ensure alignment among Product Management, Engineering, Supply Chain, and Commercial teams.

• Keep track of certifications and regional product availability.

• Oversee the commercial execution process from purchase order receipt to customer acceptance.

• Arrange internal order kick-off meetings.

• Monitor all customer orders and key milestones, escalating issues that may affect customer commitments.

• Track real-time domestic delivery of units in the US from Port to Warehouse to Customer.

• Manage progress through: Purchase Order, Order Entry, Production Release, Manufacturing, Shipment, Site Delivery, and Customer acceptance.

• Collaborate closely with Supply Chain on production planning.

• Ensure visibility of production schedules and backlog.

• Align customer commitments with manufacturing capacity.

• Communicate delivery schedules and any changes to regional teams.

• Support prioritization decisions for strategic customers and projects.

• Coordinate readiness activities among Commercial, Application Engineering, Product, and Service teams.

• Ensure that training, documentation, commissioning plans, and customer requirements are properly aligned prior to deployment.

⛳️ Requirements

• Minimum of 2 years of experience in Sales Operations, Order Management, or Supply Chain coordination.

• Practical experience with order-to-cash (O2C) or order-to-invoice processes.

• Knowledge of international shipping, including customs, Incoterms, and export documentation is essential.

• Familiarity with ERP/CRM systems (e.g., NetSuite, SAP, HubSpot, Salesforce).

• Previous experience collaborating with teams in Asia.

• Excellent communication skills across functions; capable of prioritizing tasks while working with teams in Asia and the US.

• Strong organizational abilities with a keen attention to detail and the capacity to manage multiple orders concurrently.

🏝️ Benefits

• Competitive benefits package.

• Significant opportunities for professional advancement.

• Collaborative, multinational work environment.

• Equal-opportunity employer.