Sales Operations Specialist
Required skills
- Salesforce
- Excel
- pivot tables
- lookups
- data cleanup
- Microsoft Office
- quotes
- orders
- customer onboarding
- Sales Operations
Nice to have
- hospital purchasing
- laboratory purchasing
- vendor onboarding
- IT security questionnaires
- ERP
- order management system
Role summary
Bionano is seeking a Sales Operations Specialist to join their commercial team. This remote role (hybrid in San Diego) focuses on sales support, inside sales, and customer service, ensuring smooth processing of quotes, orders, and customer onboarding. Responsibilities include generating quotes, coordinating onboarding, managing leads, maintaining Salesforce data, and tracking contracts. The ideal candidate is highly organized, detail-oriented, and eager to build a career in life science sales.
Bionano is transforming the way the world sees the genome with optical genome mapping (OGM). The Sales Operations Specialist is a key member of the commercial team, combining sales support, inside sales, and customer service to keep quotes, orders, and customer onboarding moving.
Working closely with Regional Business Managers (RBMs), Customer Service, Finance, and IT, you will generate quotes for recurring consumable orders and standard reagent rental agreements, qualify and track leads, coordinate new customer onboarding, and keep Salesforce accurate and up to date. This role is ideal for a highly organized, detail-oriented professional who enjoys being the person who makes things happen, and who is interested in building a career in life science sales.
This position is a remote role in the U.S. If the candidate is based in San Diego, CA, the role is hybrid.
Primary Duties and Responsibilities
- Prepare quotes for recurring consumable orders, standard reagent rental agreements, and other standard offerings, and follow orders through to shipment and invoicing in partnership with Customer Service (25%).
- Coordinate new customer onboarding, including tracking milestones, completing vendor registration paperwork, and managing IT risk assessments with Field Service, Field Application Scientists, IT, and Quality (20%).
- Qualify, route, and track inbound and post-conference leads, and support event logistics and follow-up (15%).
- Maintain Salesforce data and create/ maintain pipeline, forecast, quota, and booking reports and dashboards (10%).
- Prepare RBM materials from order history, backlog, and account data, and monitor consumable commitments and renewals, including rental and service agreements. (10%).
- Route quotes through pricing and discount approvals, and track contracts and documentation to meet quarter-end deadlines (10%).
- Respond to customer inquiries, route technical questions to the right team, and document and improve sales support processes, plus other duties as assigned (10%).
Required Skills and Abilities
- Exceptional organization and attention to detail; able to manage many requests and deadlines at once without anything falling through the cracks.
- Professional, customer-focused communication by phone, email, and in writing.
- Strong working knowledge of Salesforce, including data entry, reports, dashboards, and list views.
- Advanced Excel skills, including pivot tables, lookups, and data cleanup.
- Ability to learn technical products quickly and handle confidential customer and pricing information with discretion.
- Proactive, self-directed problem solver who collaborates well across teams.
- Proficiency with Microsoft Office (Excel, Word, Outlook, and PowerPoint).
Preferred Skills and Abilities
- Familiarity with hospital or laboratory purchasing, vendor onboarding, or IT security questionnaires.
Education, Certifications, Licenses
- Associate’s or Bachelor’s degree in life sciences or business preferred.
- 2+ years of experience required in sales support/assistant, inside sales, sales operations, or customer service, preferably in life science, diagnostics, or medical devices.
- Experience generating quotes or working in an ERP or order management system preferred.
- Experience qualifying leads or in inside sales in a B2B environment preferred.
Additional Requirements
- Work Location: Hybrid San Diego or Remote U.S.
- Travel Requirements: Minimal, up to 10%, primarily for conferences and team meetings.
- Physical Requirements and Work Environment:
- Sit and stand for prolonged periods
- Repeating motions that may include the hands, wrists and/or fingers
- Use of hands to finger, handle, or feel, and reach with hands and arms
- Stand and/or move about the office or in various environments, or from one worksite to another
- Specific visual abilities, including close vision and ability to adjust focus, read, review, and assess the accuracy and thoroughness of the work assigned
- Verbal abilities require communicating with others to exchange information
- Occasionally adjusting or moving objects up to 20 pounds in all directions
- In-person interaction with others indoors and outdoors
- Use standard computer, telephone and related equipment for communication, and recordkeeping
- Able to travel occasionally, including by air, for conferences and team meetings
The above physical requirements and work environment characteristics generally reflect those of this position but are not an exhaustive list. Reasonable accommodations may be made to enable individuals with qualified disabilities to perform the essential functions of the position, provided that such accommodation does not impose an undue hardship on the Company.
Disclaimer
Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. This description generally reflects management’s assignment of essential functions but is not intended to be a comprehensive list of the duties and responsibilities of the position, and it does not limit or restrict the duties and responsibilities that may be assigned from time to time. The duties, responsibilities and job description of this role are subject to change at any time without notice.
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