SmartLab Learning

Sales Operations Manager

• Support customer proposals, product configurations, and SmartLab pricing for Sales and Customer Success.
• Maintain internal configuration tools and documentation used to generate pricing, deliverables, and lab-specific documents.
• Ensure proposals and quotes are timely, accurate, and consistent across Sales and Customer Success.
• Process and manage purchase orders across multiple systems, resolving discrepancies with internal teams and vendors.
• Support ongoing improvements in Salesforce and related systems across the full pre-sale to post-sale cycle, including data entry, quality checks, and basic reporting.
• Develop working knowledge of Salesforce Price Book and quoting objects to support testing, troubleshooting, and process improvements.
• Help refine approval workflows in Salesforce for discounts, exceptions, and non-standard terms.
• Assist with ERP and quote-to-cash tool changes by providing operational input, testing scenarios, and documenting processes.
• Build and maintain recurring reports and dashboards in Salesforce and Excel for Sales, Business Development, Customer Success, Integrated Operations, and Fulfillment.
• Monitor data quality in key systems and partner with stakeholders to resolve issues affecting reporting and order accuracy.
• Support Sales and Customer Success leaders with training materials and quick-reference guides on proposal tools, Salesforce processes, and dashboards.
• Serve as an operations partner across Sales, Business Development, Customer Success, Integrated Operations, and Fulfillment to align handoffs across the quote-to-cash journey.
• Support the RFP process by coordinating cross-functional inputs and helping ensure accurate, compliant submissions.
• Provide periodic on-site fulfillment support including picking, packing, shipping preparation, and basic inventory support.
• Partner with warehouse and fulfillment team members to support accurate, on-time delivery of SmartLab and catalog orders.
• Assist with occasional lifting, moving, and staging of product, generally up to 30-40 pounds, in accordance with safety guidelines.

Sales Operations Specialist