Sales Operations Specialist

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Morris Group, Inc., one of the largest machine tool distribution networks in North America, is a third generation, family owned and operated business that serves manufacturers of precision machined parts in the United States. Our mission is to help manufacturers maintain a competitive advantage in the world economy by improving productivity.

Summary of Responsibility:

The Sales Operations & Support Specialist is an office-based role responsible for providing critical operational, technical, and administrative support to the Outside Sales team. This position plays a key role in ensuring sales processes run smoothly, customer expectations are met, and internal coordination across Sales, Marketing, Contracts, and Project Management is effective. A primary focus of the role includes ownership and support of the CPQ (Configure, Price, Quote) system and maintaining accurate customer and sales data within Salesforce.

What You Will Contribute:

• Provide comprehensive support to the Outside Sales team to help meet and exceed company sales goals.
• Serve as a key internal point of contact to ensure excellent customer experience for all stakeholders.
• Partner closely with the Marketing team on sales-related initiatives, campaigns, and materials.
• Act as the primary owner of the CPQ (Configure, Price & Quote) system, including maintaining accurate customer and deal information in Salesforce.
• Collaborate with Contracts and Project Management teams to ensure customer machine details, statements of work (SOWs), and shipment schedules are accurate and completed on time.
• Support customers with technical inquiries by identifying, coordinating with, and following up with the appropriate internal resources.
• Create machine tool layouts, including sizes, specifications, and weights, to support sales and project planning efforts.
• Work with key stakeholders to ensure Statements of Work (SOWs) are properly created, communicated, and adhered to.
• Coordinate scheduling and logistics related to hosting customers, including visits, demonstrations, and meetings.
• Prepare deal sheets, pricing documentation, and product line pricing support as needed.
• Demonstrate strong, proactive, and effective communication with both internal teams and external customers.
• Maintain a high level of accuracy and attention to detail across all responsibilities.
• Occasional travel may be required.

Other Functions:

• Perform related duties as required.

The duties listed above are intended only as illustration of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar or a logical assignment to the position.

Qualifications and Competencies:

• College degree preferred.
• Prior experience in a sales support, sales operations, or technical support role is strongly preferred.
• Experience with Salesforce or similar CRM systems required.
• Proficiency in Microsoft Office tools, including Outlook and PowerPoint.
• Experience with CPQ systems strongly preferred.
• SolidWorks experience is a plus.
• Ability to quickly learn and become fully versed in key operating systems and internal tools.
• Strong organizational skills with the ability to manage multiple priorities simultaneously.
• Excellent written and verbal communication skills.
• High attention to detail with a commitment to accuracy in all aspects of work.
• Proficient math and analytical skills to support pricing and deal development.
• Demonstrated technical aptitude and willingness to learn complex systems and product details.

What's in it for You:

We take great pride in our employees and offer a variety of benefits that allow our employees to be successful inside and outside of work:

• Competitive starting salary
• Market competitive comprehensive health benefits including a zero premium medical plan offering, vision, dental, and company paid life insurance
• Paid Time Off, starting with 23 paid days off in your first year.
• 10 Company Paid Holidays
• 401(k) retirement plan with company contribution
• Tuition reimbursement
• Employee appreciation events and perks
• Employee Assistance Program

Mental and Physical Requirements:

The physical demands and characteristics of the work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• Must be highly mobile, able to access all areas of the premises.
• Ability to concentrate and remain focused while prioritizing multiple tasks, responsibilities, and projects.
• Ability to sit for prolonged period of times.
• Able to perform bending, twisting, stooping, reaching, and lifting of moderate to heavyweight material up to 50 lbs. with assistance from equipment or other employees.
• Ability to frequently use hands and arms.
• Vision abilities required by the job include close vision, distance vision, peripheral vision, depth perception and the ability to adjust focus.
• Ability to work responsibly and professionally in dynamic job sites that may involve tight timelines, changing priorities, and interaction with customers and team members.

Certain positions are designated as safety-sensitive due to the nature of the work performed. Employees in these roles may also be expected to:

• Ability to stand, walk, bend, kneel, crouch, climb, and reach for extended periods while servicing equipment.
• Ability to work in tight spaces or awkward positions, including accessing equipment interiors and elevated areas.
• Strong handeye coordination and fine motor skills required for precise electrical, mechanical, and diagnostic work.
• Ability to work in industrial environments, with exposure to noise, lubricants, coolants, metal chips, and other manufacturing conditions, while consistently wearing required personal protective equipment (PPE).

Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law.

Requisition ID#1763C - Windsor, CT