Sales Operations Manager

Milton CAT

Milford, Massachusetts

JOB DETAILS
SALARY
$110,000–$130,000 Per Year
SKILLS
Analysis Skills, Automation, Best Practices, Billing, Business Growth, Caterpillar Equipment, Change Management, Communication Skills, Construction Equipment, Continuous Improvement, Cross-Functional, Customer Relationship Management (CRM) Systems, Customer Service Operations, Dental Insurance, Detail Oriented, ERP (Enterprise Resource Planning), Finance, Financial Operations, Heavy Equipment/Vehicles, Leadership, Management Strategy, Merchandising, Multitasking, Operational Support, Operations Management, Operations Processes, Partner Sales, People Management, Performance Metrics, Pricing, Problem Solving Skills, Process Improvement, Regulatory Compliance, Rentals, Revenue Growth, Sales, Sales Operations, Team Player, Time Management, Training/Teaching, Tuition Reimbursement, Vision Plan
LOCATION
Milford, Massachusetts
POSTED
15 days ago
Overview:

Sales Operations Manager

 

$110,000 – 130,000 annual

 

Drive Process. Enable Growth. Lead Operational Excellence.

 

Milton CAT is seeking a highly analytical and results-driven Sales Operations Manager to support and optimize our sales and rental operations across the dealership. This role is critical in ensuring accurate invoicing, streamlined workflows, and alignment between Sales, Rental, and Finance teams.  The Sales Operations Manager leads continuous improvement initiatives across the quote-to-cash lifecycle, including improving available systems use and automation, leveraging KPIs to track efficiency/accuracy and developing or assisting with implementation of new tools or workflows to support our growing business.  The ideal candidate thrives in a fast-paced environment, understands the importance of process discipline, and is passionate about driving efficiency and continuous improvement.  We’re seeking a proactive leader who enjoys optimizing processes and making a measurable impact on business performance.

 

Why Join Us

We are a leading, privately-held Caterpillar dealership with a strong reputation for customer service and operational excellence. Our team-oriented culture, focus on innovation, and commitment to employee development make us a top employer in the region.

 

  • Competitive salary
  • Health, Dental & Vision Insurance
  • 401(k) with company match
  • Paid Time Off + Holidays
  • Tuition reimbursement and professional development opportunities
  • A collaborative, growth-oriented work environment
Responsibilities:

Sales & Rental Operations

  • Oversee end-to-end sales and rental operational processes, from quote through invoicing
  • Ensure timely and accurate billing for sales transactions and rental agreements
  • Partner with Sales and Rental teams to improve order flow and reduce delays

Invoicing & Financial Coordination

  • Drive consistency in billing practices across systems (e.g., ERP, rental platforms) to improve billing efficiency
  • Collaborate with Finance to ensure alignment on terms, billing cycles, and compliance requirements
  • Identify and resolve invoicing discrepancies, including rental damage, credits, and adjustments

Merchandising & Deal Governance

  • Partner with Sales leadership on pricing, margin management, and merchandising strategies
  • Support deal audit processes to ensure accuracy of agreements, attachments, programs, and billing elements as well as national account and customer-specific requirements.

 

Cross-Functional Leadership

  • Act as the liaison between Sales, Rental, Finance, and Operations teams
  • Provide guidance and training on processes and best practices
  • Support change management efforts tied to new processes, policies, or systems
Qualifications:
  • Bachelor’s degree required
  • 5+ years of experience in Sales Operations, Finance, or Rental Operations
  • 1+ year of previous supervisory or management experience
  • Strong understanding of invoicing, billing cycles, and financial processes
  • Proficiency in ERP/CRM systems (e.g., AX, Texada, or similar platforms) and other digital tools
  • Highly detail-oriented with strong analytical and problem-solving skills
  • Proven ability to manage multiple priorities and drive process improvements
  • Strong leadership skills
  • Excellent communication and cross-functional collaboration skills
  • Experience in construction equipment, heavy equipment, or dealership environment welcome but not required
  • Commutable to Milford, MA for hybrid or full onsite work schedule

About the Company

M

Milton CAT

Milton CAT is the Caterpillar Dealer for the Northeast region of the United States. Our territory includes Massachusetts, Rhode Island, Maine, New Hampshire, Vermont and upstate New York.

We are a private company, founded in 1960, owned by the family who started the business fifty years ago. Since those early days, Milton CAT has grown to 12 locations, and over 1,000 employees. We're consistently named one of the world's top CAT dealers in terms of sales volume and we're well-known for our progressive practices. In addition to the complete range of Caterpillar equipment, we also sell and service several other top brands that complement the Caterpillar brand.

The company has two main divisions; Earthmoving and Power Systems.

The Earthmoving Division sells, rents and supports machinery and work tools for segments that include the construction, landscaping, forestry, mining, quarry, crushing and screening and municipal sectors.

The Power Systems Division sells, rents and supports power generators and air compressors, and has a specialized engineering group that develops customized power systems. Those Milton CAT locations close to water have a marine focus; an industrial group markets engines to manufacturers to power their own machines and the on-highway truck engine business is an important component for all our locations. Our Power Systems service technicians also work on bus and mobile home engines and they support natural gas distribution working at pipeline compressor stations.

Milton CAT is an equal opportunity employer that values the strength diversity brings to the workplace. We encourage applications from individuals with disabilities, minorities, veterans, and women. Applicants receive fair and impartial consideration without regard to race,  color, religion, national origin, age, sexual orientation, gender identity, handicap, disability, veteran status, genetic data, or other legally protected status. We base all employment decisions to further this principle of equal employment opportunity. VEVRAA Federal Contractor. EEO/AA employer. Milton CAT is a Drug-Free workplace.

COMPANY SIZE
1,000 to 1,499 employees
INDUSTRY
Retail
FOUNDED
1960
WEBSITE
http://www.MiltonCAT.com