Thomas Scientific

Sales Operations Manager

• Set up and update customer accounts in Salesforce and the ERP
• Find and fix duplicate, incomplete or incorrect account and contact records
• Track account requests and meet agreed turnaround times
• Update territory and account assignments as representatives join, leave or change roles
• Keep territory lists and assignment rules current and accessible
• Answer how-to questions and resolve routine Salesforce issues for sales and customer teams
• Help create user guides, quick-reference sheets and training materials
• Support Salesforce and process training sessions led by the Sales Operations Manager
• Document sales processes and suggest improvements
• Build and run standard Salesforce reports and dashboards
• Pull data for ad hoc requests in partnership with the Sales Analyst
• Monitor data completeness and adoption, and flag gaps to the Sales Operations Manager
• Serve as the first point of contact for requests from sales and customer experience staff
• Report to the Sales Operations Manager

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Sales Operations Analyst

Manager

• Lead the team preparing bids, RFP responses and large quotes for research, clinical, government and industrial customers
• Manage the full bid process for RFPs, RFQs, tenders and contract bids from intake to submission
• Review bid requirements, terms and deadlines, and coordinate input from sales, pricing, supply chain and finance
• Track open bids and quotes in a pipeline with owners and due dates
• Maintain standard responses, company documents, certifications and compliance forms
• Oversee large and complex multi-line and multi-supplier quotes
• Work with Pricing to align bids with discount rules and margin targets, routing exceptions for approval
• Coordinate with Purchasing and suppliers on special pricing, product availability and lead times
• Ensure awarded bids are loaded into ERP, quoting and CRM systems
• Hand off awarded contracts to sales and customer experience teams
• Track contract expiration and renewal dates and initiate renewal bids
• Report on quote turnaround time, accuracy, bid volume, win rate, awarded revenue and margin
• Review lost bids to improve future responses
• Hire, coach and develop the Bids & Quotes Analyst
• Set priorities and workload for incoming requests
• Document and improve bid and quote processes and tools
• Report to the Director of Sales Operations and collaborate with Pricing, sales teams and Supply Chain

Explore Bids & Quotes Manager at Thomas Scientific. Review requirements and application details.

Bids & Quotes Manager

Analyst

• Prepare accurate, on-time quotes and bid responses for Thomas Scientific customers
• Gather product, pricing and customer information and build quotes and bid documents
• Maintain organized bid records so the sales team can respond quickly and win business
• Build quotes in the ERP and quoting tools based on requests from sales and customer teams
• Confirm product details, pricing, availability and lead times before quotes are sent
• Meet agreed turnaround times and follow up on open quotes
• Read bid documents and summarize requirements, deadlines and pricing forms
• Complete pricing sheets, product cross-references and compliance forms
• Gather documents and approvals needed for each submission
• Submit bids through customer portals and maintain submission records
• Apply contract and customer pricing correctly and flag pricing questions to the Pricing team
• Load awarded bid and contract pricing into systems and check it for accuracy
• Keep the bid library and quote templates current
• Track bid and quote activity, deadlines and outcomes in Salesforce or the bid tracker
• Prepare reports on quote volume, turnaround time and win rate for the Bids & Quotes Manager

Explore Bids & Quotes Analyst at Thomas Scientific. Review requirements and application details.

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Sales Operations Analyst

Bids & Quotes Manager

Bids & Quotes Analyst