Cincinnati Incorporated
Sales Operations Specialist: Harrison, OH (JOB ID: 1310)
Cincinnati Incorporated
is a privately owned industrial machine manufacturer that has been a staple in the fabrication industry since the late 1890s. We pride ourselves on a hard day’s work and quality. Our employees have shaped the reputation and culture at CI with their uncompromising integrity, focus, and innovation. The icing on the cake: we offer a competitive and comprehensive benefits package.
Are you ready for your career at CI?
Position Summary and Purpose We are seeking a detail-oriented and proactive Sales Operations Specialist to join our growing sales team. In this critical role, you will act as the operational backbone of the sales organization, ensuring smooth day-to-day processes, accurate reporting, and an exceptional customer experience. You will collaborate closely with sales representatives, sales leadership, and cross-functional teams to drive efficiency and revenue growth.
Duties and Responsibilities
Support the daily sales process by managing deal progression, updating opportunities, and ensuring data accuracy in the CRM system
Assist with quote and proposal preparation, order processing, and contract coordination as needed
Create, maintain, and distribute regular and ad-hoc sales reports and dashboards for executive management and regional leadership
Coordinate sales opportunities from lead qualification through close, including routing leads, assigning accounts, and tracking pipeline health
Schedule and confirm customer showroom visits, demos, and appointments; serve as the primary point of contact for visit logistics and preparation
Answer inbound sales calls and inquiries, providing professional support and routing to the appropriate team member when needed
Troubleshoot CRM issues for the sales team and escalate complex technical problems to IT
Ensure the sales teams maintain accurate customer and opportunity records, ensuring compliance with internal data standards
Identify process bottlenecks and recommend improvements to increase sales team productivity
Support sales forecasting activities and territory management
Education and Experience
Bachelor’s degree in Business, Marketing, or a related field
2+ years of experience in sales operations, sales support, inside sales, or a related administrative role
Strong proficiency with CRM systems such as Hubspot
Knowledge, Skills, Abilities, Characteristics, Etc. Required
Advanced skills in Microsoft Google Sheets / Excel (pivot tables, VLOOKUPs, charts, dashboards)
Excellent written and verbal communication skills with a customer-first mindset
Exceptional organizational skills and ability to manage multiple priorities in a fast-paced environment
High attention to detail and commitment to data accuracy
Proven ability to collaborate cross-functionally and build positive relationships with sales reps and leadership
Experience creating executive-level reports and presentations
Preferred
Experience in industrial manufacturing
Familiarity with sales enablement tools (e.g., LinkedIn Sales Navigator, Outreach)
Basic knowledge of SQL or BI tools (Tableau, Power BI) is a bonus
Ability to build trusted relationships with field technicians and service managers
Physical Demands and Work Environment This is an office position. The employee may be required to lift, move or carry up to 25 pounds occasionally. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to adjust focus.
Benefits
Paid Vacations
Paid Holiday and Personal Days
Medical Insurance (including HSA)
Dental Insurance
Vision Insurance
Accident Insurance
Life Insurance: AD&D
Disability Insurance
Generous 401K Employer Match
Flexible Spending Account
Tuition Reimbursement
Employee Assistance Program
Parental Leave
EOE including Vets/Disabled
This role does not offer sponsorship employment benefits and being authorized to work in the U.S. is a precondition of employment. You must be a U.S. Citizen, U.S. National, or recent lawful permanent resident to apply.
Seniorities, Employment Type, Job Function, Industries
Seniority level: Entry level
Employment type: Contract
Job function: Sales and Business Development
Industries: Machinery Manufacturing
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is a privately owned industrial machine manufacturer that has been a staple in the fabrication industry since the late 1890s. We pride ourselves on a hard day’s work and quality. Our employees have shaped the reputation and culture at CI with their uncompromising integrity, focus, and innovation. The icing on the cake: we offer a competitive and comprehensive benefits package.
Are you ready for your career at CI?
Position Summary and Purpose We are seeking a detail-oriented and proactive Sales Operations Specialist to join our growing sales team. In this critical role, you will act as the operational backbone of the sales organization, ensuring smooth day-to-day processes, accurate reporting, and an exceptional customer experience. You will collaborate closely with sales representatives, sales leadership, and cross-functional teams to drive efficiency and revenue growth.
Duties and Responsibilities
Support the daily sales process by managing deal progression, updating opportunities, and ensuring data accuracy in the CRM system
Assist with quote and proposal preparation, order processing, and contract coordination as needed
Create, maintain, and distribute regular and ad-hoc sales reports and dashboards for executive management and regional leadership
Coordinate sales opportunities from lead qualification through close, including routing leads, assigning accounts, and tracking pipeline health
Schedule and confirm customer showroom visits, demos, and appointments; serve as the primary point of contact for visit logistics and preparation
Answer inbound sales calls and inquiries, providing professional support and routing to the appropriate team member when needed
Troubleshoot CRM issues for the sales team and escalate complex technical problems to IT
Ensure the sales teams maintain accurate customer and opportunity records, ensuring compliance with internal data standards
Identify process bottlenecks and recommend improvements to increase sales team productivity
Support sales forecasting activities and territory management
Education and Experience
Bachelor’s degree in Business, Marketing, or a related field
2+ years of experience in sales operations, sales support, inside sales, or a related administrative role
Strong proficiency with CRM systems such as Hubspot
Knowledge, Skills, Abilities, Characteristics, Etc. Required
Advanced skills in Microsoft Google Sheets / Excel (pivot tables, VLOOKUPs, charts, dashboards)
Excellent written and verbal communication skills with a customer-first mindset
Exceptional organizational skills and ability to manage multiple priorities in a fast-paced environment
High attention to detail and commitment to data accuracy
Proven ability to collaborate cross-functionally and build positive relationships with sales reps and leadership
Experience creating executive-level reports and presentations
Preferred
Experience in industrial manufacturing
Familiarity with sales enablement tools (e.g., LinkedIn Sales Navigator, Outreach)
Basic knowledge of SQL or BI tools (Tableau, Power BI) is a bonus
Ability to build trusted relationships with field technicians and service managers
Physical Demands and Work Environment This is an office position. The employee may be required to lift, move or carry up to 25 pounds occasionally. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to adjust focus.
Benefits
Paid Vacations
Paid Holiday and Personal Days
Medical Insurance (including HSA)
Dental Insurance
Vision Insurance
Accident Insurance
Life Insurance: AD&D
Disability Insurance
Generous 401K Employer Match
Flexible Spending Account
Tuition Reimbursement
Employee Assistance Program
Parental Leave
EOE including Vets/Disabled
This role does not offer sponsorship employment benefits and being authorized to work in the U.S. is a precondition of employment. You must be a U.S. Citizen, U.S. National, or recent lawful permanent resident to apply.
Seniorities, Employment Type, Job Function, Industries
Seniority level: Entry level
Employment type: Contract
Job function: Sales and Business Development
Industries: Machinery Manufacturing
#J-18808-Ljbffr