Sales Operations Specialist - Forklifts

POSITION SUMMARY

The Commercial Operations Specialist (COS) is a high-impact, dual-focus position responsible for driving regional market growth while serving as the primary operational gatekeeper for contract integrity. Acting as a hybrid commercial asset, the COS independently executes strategic B2B business development and prospecting initiatives to and qualify the sales pipeline. Concurrently, the role exercises autonomous discretion and authority over the order intake audit process, verifying pricing, structural accuracy, compliance, and operational viability before authorizing regional sales coordination teams to process the business for fulfillment.

ESSENTIAL FUNCTIONS

Reasonable Accommodations Statement

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Essential Functions Statement(s)

Pre-Execution Audit Command: Serve as the final authority and quality control checkpoint for all regional commercial contracts and incoming deals prior to submission for active processing.

Data & Rigor Verification: Rigorously review and audit complex deal data to guarantee absolute accuracy, structural compliance, and operations transparency before proceeding.

Quote Optimization & CRM Approval: Review and evaluate proposed quotes within the CRM system, ensuring strict alignment with corporate margins, client legal frameworks, and accurate product specifications

Autonomous Rejection Authority: Retain clear organizational authority to reject quoters and contracts that fail to meet corporate compliance standards or profit-margin benchmarks.

Collaborative Remediation: Lead upfront corrective and solution-oriented consultations directly with Regional Sales Representatives and Leadership teams to resolve agreement discrepancies in a proactive manner.

Strategic Sales Handoff: Govern and executive a seamless, standardized, and professional handoff of approved orders and documentation from the sales originators to the respective Regional Sales Coordinators.

Strategic Business Development & Target Prospecting

Pipeline Generation: Formulate and execute proactive outbound prospecting plans to discover, qualify, and cultivate high-potential B2B commercial accounts across the region.

Market Opportunity Analysis: Evaluate regional market landscapes to identify untapped business opportunities, industry trends, and target profiles to consistently feed the sales funnel.

Consultative Outreach: Initiate strategic outreach with prospective client decision-makers, effectively positioning Equipment Depot’s full suite of material handling and service solutions.

Inside Sales Synthesis: Transition historical accounts and warm leads through the early stages of the sales lifecycle, ensuring a high-ration conversion of prospects into qualified contract opportunities

Cross-Functional Pipeline Velocity & Problem Solving

Pipeline Bottleneck Resolutions: Proactively identify, own, and resolve operational or structural friction points that occur during the critical pre-processing phase-jumping in to solve issues directly as part of the team.

Pipeline Team Leadership (Quarterback): Act as the core organizational link between business development and regional support teams, making sure everyone knows exactly what actions to take to maintain pipeline velocity.

Service Level Alignment: Partner closely with Sales Coordinators, Regional Sales Operations Managers, Branch GMs, and Sales Directors to ensure operational efficiently matches corporate performance standards.

Proactive Risk Communications: Maintain positive, clear and solutions-oriented communication across internal teams to manager expectations, eliminate surprises, and build a collaborative culture.

Adaptive Regional Support: Executive versatile auxiliary commercial duties and regional mission support responsibilities as assigned by leadership based on fluctuating business growth priorities

SKILLS & ABILITIES

Experience: Five to seven years of progressive related experience in B2B sales development, contract auditing, inside sales, order management, or operational quality control

Computer Skill: Solid in the operation of all programs used by the organization including Microsoft Office Products, with direct experience navigating Enterprise Resource Planning software (BC16) and CRM systems (SugarCRM)

Other Requirements: Proven experience in a fast-paced environment, managing complex commercial accounts, exceptional attention to detail and a passion for process quality control, excellent written and verbal communication skills with the ability to interact credibly with sales teams, regional operations, and external stakeholders, a proactive, solution-oriented mindset and the ability to independently resole complex, time sensitive issues as part of a team

WORK ENVIRONMENT

Work environment varies from office to job site to industrial locations

The Company has reviewed this job description to ensure that essential functions and basic duties have been included. It is intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and the Company reserves the right to change this job description and/or assign tasks for the employee to perform, as the Company may deem appropriate.