Sales Operations Specialist

Role Overview

• Develop Customer-Facing Sales Materials & Presentations: Create polished and professional sales decks, proposals, and other collateral to support customer meetings and sales initiatives. Collaborate with the sales team to tailor materials to specific customer needs and industry trends. Ensure consistency in branding and messaging across all customer communications.
• Generate Ad-Hoc Reports & Analysis for Sales Strategy: Provide data-driven insights to assist sales representatives and managers in making informed decisions. Prepare reports on customer purchasing behavior, market trends, and account performance. Support account strategy by compiling key metrics and assisting with customer visit preparation.
• Handle Quote & Accounting-Related Escalations: Act as a point of contact for urgent pricing, invoicing, and financial concerns when Sales Managers are unavailable. Work closely with the accounting and finance teams to resolve billing discrepancies, credit holds, or other transactional issues.
• Monitor & Manage Customer Credit Limits: Proactively track customer credit limits and identify potential issues before they impact sales. Work with customers and the internal finance team to address and resolve credit-related challenges. Communicate with Sales Managers about any credit risks or opportunities for proactive intervention.
• Coordinate Customer Onsite Visits: Schedule onsite customer visits and ensure all necessary materials and presentations are prepared in advance. Assist in organizing customer meetings, trade shows, and other sales events to maximize engagement and efficiency.

Requirements

• 2-3 years experience in a similar role
• Strong organizational and multitasking abilities
• Excellent communication and problem-solving skills
• Proficiency in Google Suite (Sheets, Docs, Slides)
• Proficient with Salesforce (able to create reports and dashboards)
• Ability to work in a fast-paced environment and manage multiple priorities
• Experience in sales support, account management, or administrative roles is a plus
• Excellent verbal and written English communication skills.

Benefits

• Xometry is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.