Sales Operations Specialist

SmartLab Learning

Sales Operations Specialist supporting SmartLab processes, pricing, and proposal management in a hybrid role. Collaborating with sales and fulfillment teams in a dynamic environment.

Posted 5/4/2026full-timeLongmont • Colorado • 🇺🇸 United StatesJuniorMid-Level💰 $62,000 - $74,000 per yearWebsite

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

Bachelor's degree in a related field preferred, or equivalent combination of education and relevant experience.
2+ years of experience in sales operations, revenue operations, fulfillment operations, or a similar role preferred.
Experience supporting proposals, pricing, product configuration, RFP responses, or order processing is preferred.
Experience with Salesforce or another CRM is strongly preferred; ERP or MRP experience is a plus.
Proficiency with Microsoft 365, especially Excel, Outlook, and Teams, is preferred.
Background in K-12 education or EdTech is helpful but not required.

Benefits

Comp & perks

Health Care Plan (Medical, Dental & Vision)
Retirement Plan (401k, IRA)
Life Insurance (Basic, Voluntary & AD&D)
Paid Time Off (Vacation, Personal & Public Holidays)
Family Leave (Maternity, Paternity)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

SalesforceERPMRPpricingproduct configurationorder processingdata entryreportingdata quality monitoringproposal support

Soft Skills

communicationcollaborationproblem-solvingattention to detailorganizational skillstrainingcross-functional coordinationcustomer supporttime managementadaptability