Sales Operations Specialist

SmartLab Learning builds hands-on STEM learning environments for K-12 schools across the country. The Sales Operations Specialist is a key operational role that sits across Sales, Customer Success, and Fulfillment. This candidate will own the systems, processes, and data that move a SmartLab from signed proposal to delivered product.

This is a role for someone who has done real sales operations work: built and maintained Salesforce workflows, owned reporting and dashboards, managed quote-to-cash processes, and served as the operational backbone for a revenue team. You will work closely with a high-standards leader in a fast-moving environment where priorities shift and good judgment matters. If you have built processes from scratch, cleaned up data, and kept a sales team running smoothly behind the scenes, you will find meaningful work here.

This is a hybrid position based out of our Longmont, Colorado warehouse. Expect roughly three days per week on-site, with flexibility to work remotely the rest of the time. On-site days occasionally include hands-on fulfillment support in the warehouse.

Duties and Responsibilities

Proposals, Pricing, and Configuration

• Own the production of customer proposals, product configurations, and SmartLab pricing in support of Sales and Customer Success
• Maintain and improve internal configuration tools and documentation used to generate pricing, deliverables, and lab-specific documents
• Ensure proposals and quotes are accurate, timely, and consistent; always catching errors before they reach the customer
• Process and manage purchase orders across multiple systems, resolving discrepancies with internal teams and vendors

Salesforce and Revenue Operations

• Serve as the day-to-day Salesforce operator for the revenue team, maintain data integrity, support object configuration, build and refine workflows, and troubleshoot issues across the pre-sale to post-sale cycle
• Develop and maintain working knowledge of Salesforce Price Book and quoting objects to support testing, improvements, and user questions
• Refine and manage approval workflows for discounts, exceptions, and non-standard deal terms
• Provide operational input and testing support for ERP and quote-to-cash tool changes, and keep process documentation current

Reporting and Dashboards

• Build and maintain recurring reports and dashboards in Salesforce and Excel for Sales, Business Development, Customer Success, Integrated Operations, and Fulfillment
• Monitor data quality across key systems and work with stakeholders to resolve issues before they affect reporting or order accuracy

Sales Enablement and Cross-Functional Support

• Create and maintain training materials and quick-reference guides for proposal tools, Salesforce processes, and dashboards
• Act as the operations connector across Sales, Business Development, Customer Success, Integrated Operations, and Fulfillment; keeping handoffs clean across the quote-to-cash journey
• Coordinate cross-functional inputs for RFP responses and help ensure submissions are accurate and compliant

Fulfillment and On-Site Warehouse Support

• Provide periodic on-site support including picking, packing, shipping preparation, and basic inventory tasks
• Partner with warehouse and fulfillment team members to support accurate, on-time delivery of SmartLab and catalog orders
• Occasional lifting and staging of product up to 30 to 40 pounds in accordance with safety guidelines

Requirements

Experience

• 3 or more years in sales operations, revenue operations, or a closely related role
• Hands-on Salesforce experience working with objects, fields, workflows, validation rules, or reporting
• Demonstrated experience supporting proposals, pricing, product configuration, RFP responses, or order processing
• Familiarity with ERP or MRP systems is a plus
• Proficiency with Microsoft 365, particularly Excel, Outlook, and Teams
• Background in K-12 education or EdTech is helpful but not required
• Bachelor's degree preferred, or equivalent experience

Skills and Abilities

• You understand how sales operations connects to the broader quote-to-cash cycle and can work effectively across revenue, operations, and fulfillment teams
• You build reliable reports and dashboards and care about data accuracy upstream, not just the output
• You are analytical -- you spot process gaps and data issues and you propose practical fixes
• You document your work clearly and can turn a messy process into a guide someone else can follow
• You manage competing priorities well and do not need perfect information to move forward
• You communicate clearly in writing and in conversation, including with non-technical stakeholders
• You can occasionally lift and move materials up to 30 to 40 pounds

Benefits

• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan (401k)
• Life Insurance (Basic, Voluntary & AD&D)
• Paid Time Off (Vacation, Personal & Public Holidays)
• Family Leave (Maternity, Paternity)
• Salary range: $62,000-$74,000