Sales Operations Specialist
MPE-Inc
Summary
The Sales Operations Specialist supports the commercial team through demand planning, sales forecasting, and CRM data management, and coordinates between Sales, the Project Management Office (PMO), and Estimating on new product development (NPD) programs. This role turns pipeline and production data into forecasts leadership can act on, keeps proposal and non-recurring engineering billing activity on schedule, and ensures pricing requests do not delay new programs.
Job description
Job Summary
The Sales Operations Specialist supports the commercial team through demand planning, sales forecasting, and CRM data management, and coordinates between Sales, the Project Management Office (PMO), and Estimating on new product development (NPD) programs. This role turns pipeline and production data into forecasts leadership can act on, keeps proposal and non-recurring engineering billing activity on schedule, and ensures pricing requests do not delay new programs.
Essential Duties and Responsibilities
- Build and maintain the rolling demand forecast by customer, program, and part number, reconciling sales input against production schedules and historical run rates
- Consolidate SAM and KAM pipeline inputs into unit and revenue forecasts; maintain rolling 12-month revenue and unit projections by account and product line for leadership review
- Track forecast accuracy (actual vs. plan) over time to improve future forecast cycles
- Identify demand trends, seasonality, and risks and communicate them proactively to Sales leadership
- Partner with Scheduling and Operations to flag demand changes early enough to adjust capacity and material plans
- Administer the CRM day-to-day, including data hygiene, pipeline stage accuracy, opportunity ownership, and adoption; audit on a regular cadence
- Define and enforce CRM data standards in partnership with Sales leadership
- Build and maintain dashboards and reports on pipeline, win/loss, quote-to-close conversion, and account coverage
- Train new team members on CRM use and serve as the first point of contact for CRM questions and troubleshooting
- Partner with the PMO on NPD programs, providing sales-side data and coordination
- Assemble and format customer-facing proposals and quotes, combining commercial terms, technical scope, and pricing
- Serve as the Sales liaison to Estimating; maintain a shared tracker of open pricing requests and due dates
- Track and reconcile NRE billable hours against program budgets, flagging overruns or unbilled time
- Maintain program-level visibility across active NPD opportunities
Education
Bachelor’s degree in Business, Supply Chain, Operations, or a related field or equivalent experience. Degree requirement may be waived with equivalent professional experience.
Experience and Knowledge
- 3+ years in sales operations, demand planning, program coordination, or a similar commercial/operations role, ideally in a manufacturing or contract manufacturing environment
- Hands-on CRM administration experience (Salesforce, HubSpot, Microsoft Dynamics, or similar); experience configuring reports and dashboards strongly preferred
- Exposure to proposal development, quoting, or program/project coordination in a B2B manufacturing or medical device contract manufacturing setting preferred
- Advanced Excel skills (pivot tables, lookups, forecasting models); experience with ERP/MRP systems preferred
- Experience tracking billable hours, NRE, or project budgets preferred
- Strong analytical and data-reconciliation skills
- Ability to work cross-functionally across Sales, PMO, Estimating, Engineering, and Operations without formal authority
- High attention to detail and follow-through, with strong organizational skills
- Effective written and verbal communication skills
Requirements
- Bachelor’s degree in Business, Supply Chain, Operations, or a related field or equivalent experience
- 3+ years in sales operations, demand planning, program coordination, or a similar commercial/operations role
- Hands-on CRM administration experience (Salesforce, HubSpot, Microsoft Dynamics, or similar)
- Advanced Excel skills (pivot tables, lookups, forecasting models)
- Strong analytical and data-reconciliation skills
- Ability to work cross-functionally across Sales, PMO, Estimating, Engineering, and Operations without formal authority
- High attention to detail and follow-through, with strong organizational skills
- Effective written and verbal communication skills
Company overview
MPE-Inc, also known as Midwest Products & Engineering, is a leading medical device manufacturer specializing in custom medical equipment carts and capital equipment commercialization platforms. Founded in 1978 and headquartered in Milwaukee, Wisconsin, the company has established itself as the largest custom medical cart manufacturer in the United States. With over 40 years of industry expertise, MPE-Inc serves blue-chip medical device and technology OEMs through its vertically integrated business model that offers comprehensive "Concept to Completion" solutions. The company's innovative MACH Series provides modular, customizable cart components that accommodate over 95% of medical devices, enabling healthcare OEMs to achieve faster time-to-market, lower costs, and reduced development risks. MPE-Inc's FDA-registered facility maintains ISO 13485 and 9001 certifications, ensuring compliance with rigorous medical device manufacturing standards. The company's unique commercialization platform integrates design, development, manufacturing, and lifecycle support services, addressing critical healthcare needs including ventilator carts during the COVID-19 pandemic. With a workforce of 51-200 employees, MPE-Inc continues to pioneer medical equipment mobility solutions that enhance clinical workflows and patient care delivery across diverse healthcare settings.