Sales Operations Manager

$110,000 – 130,000 annualDrive Process. Enable Growth. Lead Operational Excellence.Milton CAT is seeking a highly analytical and results-driven Sales Operations Manager to support and optimize our sales and rental operations across the dealership. This role is critical in ensuring accurate invoicing, streamlined workflows, and alignment between Sales, Rental, and Finance teams. The Sales Operations Manager leads continuous improvement initiatives across the quote-to-cash lifecycle, including improving available systems use and automation, leveraging KPIs to track efficiency/accuracy and developing or assisting with implementation of new tools or workflows to support our growing business. The ideal candidate thrives in a fast-paced environment, understands the importance of process discipline, and is passionate about driving efficiency and continuous improvement. We’re seeking a proactive leader who enjoys optimizing processes and making a measurable impact on business performance.Why Join UsWe are a leading, privately-held Caterpillar dealership with a strong reputation for customer service and operational excellence. Our team-oriented culture, focus on innovation, and commitment to employee development make us a top employer in the region.Competitive salaryHealth, Dental & Vision Insurance401(k) with company matchPaid Time Off + HolidaysTuition reimbursement and professional development opportunitiesA collaborative, growth-oriented work environmentResponsibilitiesSales & Rental OperationsOversee end-to-end sales and rental operational processes, from quote through invoicingEnsure timely and accurate billing for sales transactions and rental agreementsPartner with Sales and Rental teams to improve order flow and reduce delaysInvoicing & Financial CoordinationDrive consistency in billing practices across systems (e.g., ERP, rental platforms) to improve billing efficiencyCollaborate with Finance to ensure alignment on terms, billing cycles, and compliance requirementsIdentify and resolve invoicing discrepancies, including rental damage, credits, and adjustmentsMerchandising & Deal GovernancePartner with Sales leadership on pricing, margin management, and merchandising strategiesSupport deal audit processes to ensure accuracy of agreements, attachments, programs, and billing elements as well as national account and customer-specific requirements.Cross-Functional LeadershipAct as the liaison between Sales, Rental, Finance, and Operations teamsProvide guidance and training on processes and best practicesSupport change management efforts tied to new processes, policies, or systemsQualificationsBachelor’s degree required5+ years of experience in Sales Operations, Finance, or Rental Operations1+ year of previous supervisory or management experienceStrong understanding of invoicing, billing cycles, and financial processesProficiency in ERP/CRM systems (e.g., AX, Texada, or similar platforms) and other digital toolsHighly detail-oriented with strong analytical and problem-solving skillsProven ability to manage multiple priorities and drive process improvementsStrong leadership skillsExcellent communication and cross-functional collaboration skillsExperience in construction equipment, heavy equipment, or dealership environment welcome but not requiredCommutable to Milford, MA for hybrid or full onsite work schedule