Sales Operations Lead

Posted An Hour Ago
Be an Early Applicant
Dallas, TX, USA
In-Office
100K-120K Annually
Mid level
Automation • Manufacturing
The Role
The Sales Operations Lead supports commercial performance by managing CRM data quality, governance, dashboards, reporting, pipeline processes, and sales metrics. The role partners with Sales Leadership, Marketing, Finance, and Operations, provides CRM training and business insights, supports operating reviews and special projects, and coordinates sales support for industry events. It requires Power BI, CRM, Excel, analytics, and sales pipeline expertise.
Summary Generated by Built In

Location: East Windsor, NJ or Dallas, TX area

Employment Status: Full-Time

Compensation: $100,000 - $120,000 Annually + Bonus

Travel: 0-10%

Who We Are

Thermo Systems is a global, full-service control systems integration partner delivering premier class automation solutions across the Energy, Life Sciences, and Mission Critical markets.

Guided by The Thermo Way, we are unified, dynamic, and committed to delivering excellence. Our culture is grounded in three core principles:

  • Employee Success – investing in our people and their growth
  • Customer Success – delivering reliable, high-quality solutions
  • Financial Strength – operating with discipline and long-term focus

We believe strong teams, trusted partnerships, and technical excellence drive sustainable success.

The Opportunity

The Sales Operations Lead supports the Sales organization by providing the data, tools, and processes needed to drive overall commercial performance. Working closely with Sales Leadership and cross-functional teams, this role helps improve visibility, consistency, and efficiency across the organization.

This is a highly collaborative individual contributor role with broad exposure across the organization and an opportunity to directly impact company performance.

What You’ll Do

Core Responsibilities:

  • Standardize metrics and processes while identifying opportunities to improve sales effectiveness and efficiency.
  • Serve as CRM owner and maintain CRM data quality, governance, pipeline hygiene standards.
  • Create, change, and update CRM related dashboards and reports.
  • Support Sales Leadership with departmental initiatives and special projects.
  • Support business reviews, sales meetings, and commercial operating rhythms through presentations and reporting packages.
  • Coordinate sales support for trade shows, conferences, and industry events.

Collaboration & Communication:

  • Coordinate with Sales Leadership, Marketing, Finance, and Operations teams to align priorities and commercial objectives.
  • Provide CRM training, reporting support, and actionable business insights to stakeholders.
  • Communicate trends, risks, opportunities, and pipeline gaps proactively.

Quality, Safety & Process:

  • Ensure consistency and accuracy across commercial reporting and data sources.
  • Deliver high-quality analytics, dashboards, and reporting with strong attention to detail.
  • Identify opportunities to improve CRM workflows, reporting processes, and sales efficiency.

What We’re Looking For

Education & Experience:

  • Bachelor's degree in Business, Engineering, Analytics, Finance, or a related field, or equivalent work experience.
  • 3-5+ years of experience in Sales Operations, Commercial Operations, Business Intelligence, Sales Analytics, or related roles.
  • Experience supporting B2B sales organizations, preferably in industrial automation, engineering services, energy, life sciences, or mission critical markets.

Skills & Qualifications:

  • Strong Power BI experience including Power Query, DAX, data modeling, and dashboard development.
  • Experience with CRM platforms including Pipedrive, Salesforce, Microsoft Dynamics, HubSpot, or similar.
  • Advanced Microsoft Excel skills and understanding of sales pipeline management.
  • Strong analytical, problem-solving, and decision-making skills.
  • Excellent communication, collaboration, and presentation skills.
  • SQL experience and experience supporting executive reporting preferred.

What You’ll Get

  • Competitive compensation with annual bonus opportunity
  • 401(k) with company match
  • Comprehensive medical, dental, and vision coverage with low-cost options
  • Paid time off and sick leave
  • Tuition reimbursement and professional credential support
  • In-house and external technical training opportunities
  • Exposure to complex, high-impact automation projects
  • A collaborative culture built on integrity, accountability, and teamwork
  • Learn more at www.thermosystems.com

Work Environment & Physical Requirements
The physical and environmental demands described here are representative of those required to perform the essential functions of this role. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Equal Employment Opportunity
Thermo Systems provides equal employment opportunities (EEO) to all employees and applicants without regard to race, color, religion, sex, national origin, age, disability, genetics, or any other protected status.

Disclaimer
This job description outlines the general nature and level of work expected. Responsibilities may evolve based on business needs.

Skills Required

  • Bachelor’s degree in Business, Engineering, Analytics, Finance, or a related field, or equivalent work experience
  • 3-5+ years of experience in Sales Operations, Commercial Operations, Business Intelligence, Sales Analytics, or related roles
  • Experience supporting B2B sales organizations
  • Strong Power BI experience, including Power Query, DAX, data modeling, and dashboard development
  • Experience with CRM platforms such as Pipedrive, Salesforce, Microsoft Dynamics, HubSpot, or similar
  • Advanced Microsoft Excel skills
  • Understanding of sales pipeline management
  • Strong analytical, problem-solving, and decision-making skills
  • Excellent communication, collaboration, and presentation skills
  • SQL experience and experience supporting executive reporting
  • Experience in industrial automation, engineering services, energy, life sciences, or mission critical markets
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The Company
HQ: East Windsor, New Jersey
457 Employees
Year Founded: 1998

What We Do

Thermo Systems is a full-service control systems integration partner, providing world-class automation solutions within the Energy, Life Sciences, and Mission Critical markets. We excel at managing and delivering turnkey projects to our EPC & AE partners while also specializing in customized direct-to-owner solutions, focusing on industries where we can offer unmatched domain knowledge to deliver the best possible services and technologies for your needs. By investing in our people, we provide a project team with the skill and expertise to overcome your biggest industrial automation and information challenges. To reinforce our commitment to serving our customers locally, we have engineers located throughout North America and Europe. Each office is staffed with automation experts who excel at our focus industries and fit the Thermo culture of encouraging professional growth to exceed customer expectations.

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