Sales Operations Specialist
Core
Manage revenue workflows including customer order management, pricing, billing, invoicing, forecasting, and CRM optimization to support sales execution.
Role type
Sales Operations Specialist (via careerplan.io/jobs/50-00C-EA-279-sales-operations-specialist-at-rocoto)
Builds
Revenue workflows, accurate forecasts, and optimized CRM data
Domain
Medical and industrial wireless video technology
Required skills
Sales operations, commercial administration, ERP management, CRM management, forecasting, data analysis, Excel proficiency
Preferred skills
Priority ERP experience, HubSpot CRM experience
Responsibilities
Manage customer order management, price quotations, billing, and invoicing workflows; Streamline deal flows and overcome operational roadblocks with Account Managers; Drive accurate sales forecasting in Priority ERP; Manage HubSpot CRM for data accuracy and pipeline visibility; Track and analyze key business metrics to refine daily processes