What are the responsibilities and job description for the Sales Operations Specialist position at KBW Financial Staffing & Recruiting?
$55,000–$70,000 | Hybrid - Southern, NH
KBW Financial Staffing is partnering with a well-established technology services organization to identify a Sales Operations Specialist. This position is a great fit for someone who enjoys working behind the scenes to keep the sales process running smoothly while collaborating with multiple departments in a fast-paced environment.
In this role, you'll support the day-to-day operations of the sales team by managing order activity, maintaining accurate data, resolving operational issues, and helping ensure customers receive a seamless experience from quote through fulfillment.
What You'll Do
Thanks for looking!
KBW Financial Staffing is partnering with a well-established technology services organization to identify a Sales Operations Specialist. This position is a great fit for someone who enjoys working behind the scenes to keep the sales process running smoothly while collaborating with multiple departments in a fast-paced environment.
In this role, you'll support the day-to-day operations of the sales team by managing order activity, maintaining accurate data, resolving operational issues, and helping ensure customers receive a seamless experience from quote through fulfillment.
What You'll Do
- Partner with sales, operations, and other internal teams to keep orders moving efficiently from quote to completion.
- Review and process customer orders, pricing requests, and sales documentation with a high level of accuracy.
- Monitor order activity and assist with issue resolution, escalations, and expedited requests when needed.
- Produce recurring reports and maintain accurate records to support business operations.
- Ensure customer and order information is updated and maintained within internal business systems.
- Look for opportunities to streamline processes and improve overall operational efficiency.
- Communicate with customers, vendors, and internal stakeholders to provide updates and resolve questions.
- Take on additional projects and operational support responsibilities as business needs evolve.
- 2 years of experience in sales operations, sales support, order management, or a similar business operations role.
- Experience working with customer orders, quotes, and sales documentation.
- Strong attention to detail with excellent organizational and time management skills.
- Proficiency with Microsoft Office, particularly Excel, and experience using Salesforce or a comparable CRM platform.
- Previous experience supporting an enterprise sales team is highly preferred.
- Technology industry experience is a plus.
- Base salary ranging from $55,000 to $70,000, depending on experience.
- Competitive benefits package and bonus opportunity.
Thanks for looking!
Salary : $55,000 - $70,000