Sales Operations Coordinator

This is a fully remote position, open to applicants in United States.

📋 Description

• Assist the sales team by overseeing sales processes, which include handling online documentation, verifying contracts for accuracy and completeness, and gathering outstanding client paperwork.

• Ensure adherence to client-required documentation and initiate service setup through case creation.

• Work in collaboration with other departments to enhance sales operations, improve efficiency, and meet essential deadlines.

• Track dashboards for client files and projects to guarantee prompt turnaround.

• Act as a liaison between Sales and various departments, providing troubleshooting support and educating Account Executives on client paperwork requirements.

• Offer administrative support to a large team of sales representatives, which includes addressing inquiries, managing business card orders, and assisting with the procurement of marketing materials.

• Reflect the values and culture of the department and company, promoting teamwork and synergy both internally and externally.

• Provide potential client contacts based on necessity.

• Perform additional tasks assigned by Management to assist the Sales team and enhance operational efficiency.

⛳️ Requirements

• A Bachelor's degree in business administration or a related field is required.

• Proficient in computer skills, including Salesforce, CRM software, and the Microsoft Office Suite.

• Strong attention to detail and a commitment to completing tasks and projects.

• Excellent communication, active listening, and presentation skills.

• Outstanding multitasking abilities and the capacity to handle multiple projects simultaneously.

• A collaborative mindset and a willingness to share insights in both team and one-on-one discussions.

• Strong problem-solving capabilities and adaptability to changing goals.

• A passion for self-development and a keen interest in process improvement.

• Self-motivated with the ability to work independently as well as part of a team.

• Availability to work during Pacific or Mountain time hours.

• Capability to sit for extended periods, typically 7–8 hours a day.

• Proficiency in operating computer and phone systems while typing and using multiple software applications concurrently.

🏝️ Benefits

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Life insurance.

• Disability insurance.

• 401(k) match.

• Benefits and perks that support employees, their families, and financial well-being.

• Opportunities for career development.

• Reasonable accommodations for applicants and employees with disabilities.