Sales Operations Supervisor

1)

Job PurposeThe Sales Operations Supervisor leads the Sales Operations team and ensures the Sales function runs with operational excellence.

This role is accountable for pipeline health, CRM data governance, reporting accuracy and timeliness, and continuous improvement of sales workflows—enabling strong sales performance and reliable forecasting.

The Supervisor also ensures effective coordination across Commercial, Finance, and Operations to support quote-to-order execution, collections follow-up, and timely tax invoice submission.2)

Key ResponsibilitiesA.

Team Leadership & Operational GovernanceLead, coach, and manage the Sales Operations team to ensure consistent execution of sales ops processes.Set clear KPIs, targets, and daily/weekly priorities for the team.Establish operating cadence (pipeline reviews, data audits, reporting timelines, escalation routines).Manage performance through structured feedback, skill development, and continuous improvement initiatives.B.

Pipeline Management, Forecasting & Performance ReportingOversee monitoring of pipeline health (coverage, conversion rates, deal aging, stage distribution).Ensure pipeline hygiene and stage definitions are applied consistently across the CRM.Own and maintain sales KPI reporting (weekly/monthly dashboards and packs).Identify trends and forecast risks; drive corrective actions with Sales leadership.Ensure reporting data integrity and alignment with business definitions.C.

Process Standardization & Workflow ImprovementDevelop and maintain standardized sales workflows from lead capture through deal closure.Drive process enhancements to reduce quote-to-order cycle time and improve win rates.Lead change requests (process updates, CRM changes, automation requirements) and ensure team adoption.Ensure workflows, playbooks, and SOPs are documented and kept current.D.

Quoting & Deal SupportEnsure proposal/quotation operations run accurately using templates, approval rules, and pricing references.Oversee coordination of quoting handovers/inputs (product selection, terms, pricing, documentation completeness).Maintain visibility into quote status and ensure follow-up discipline is consistently recorded.Ensure correct product, pricing, and commercial terms are applied before quotation release (or escalated).E.

Cross-Functional Coordination (Finance & Operations)Partner with Finance to align on deal requirements (payment terms, documentation readiness, invoicing requirements).Coordinate with Operations/Logistics to confirm fulfillment readiness for confirmed orders.Ensure customer and order information remains consistent across systems and handover points.F.

Sales Enablement & Training SupportEnsure sales users receive effective training on CRM processes, fields, and reporting expectations.Support onboarding of new sales hires with standardized materials and enablement sessions.Review adoption and quality regularly; address gaps via targeted coaching.G.

Collections Follow-Up & Tax Invoice Submission (Accountability)Own the end-to-end discipline for collections follow-up in line with agreed payment terms.Track payment status for outstanding items and coordinate with Finance/Sales to remove blockers.Ensure timely submission of tax invoices for applicable sales transactions.Maintain audit trail visibility for invoice status, follow-ups, and outstanding items.Escalate overdue accounts and invoice submission delays proactively to minimize revenue leakage and compliance risk.Track KPIs such as on-time collections performance and invoice submission timeliness.

Required QualificationsBachelor’s degree in Business, Sales, Operations, or related field (or equivalent experience).4+ years of experience in Sales Operations / Sales Support / CRM administration / business operations (or equivalent leadership experience).Proven people leadership or team coordination experience (mentoring/coaching strongly preferred).Strong Excel skills (pivots, lookups, reporting) and ability to translate data into actions.Strong understanding of sales pipeline concepts, CRM governance, and forecasting fundamentals.Excellent attention to detail, data accuracy discipline, and ability to manage deadlines.

Preferred Qualifications (Nice to Have)Experience with Power BI/Tableau (or similar) for reporting and dashboards.Exposure to quoting/order workflows and close collaboration with Finance and Operations.Experience in B2B sales environments (wholesale/industrial/parts/e-commerce).Familiarity with tax invoice/compliance workflows and controls.