Sales Operations Coordinator

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

📋 Description

• Assist the sales team by overseeing sales processes.

• Manage online documentation and verify contracts for accuracy and completeness.

• Gather outstanding client documents.

• Ensure compliance with required client documentation.

• Initiate service setup by generating cases.

• Collaborate with other departments to enhance sales operations and meet crucial deadlines.

• Monitor dashboards for client files and projects to guarantee timely completion.

• Act as a liaison between Sales and various departments.

• Provide troubleshooting support and educate Account Executives regarding client paperwork requirements.

• Offer administrative assistance to sales representatives.

• Address inquiries, manage business card requests, and facilitate the procurement of marketing materials.

• Promote teamwork and embody the values of the department and the company.

• Perform additional tasks assigned by Management to support the Sales team and improve operational efficiency.

⛳️ Requirements

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

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

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

• Excellent communication, active listening, and presentation abilities.

• Exceptional multitasking skills and the ability to handle multiple projects simultaneously.

• Collaborative attitude and the capability to contribute insights in both team and individual discussions.

• Strong problem-solving capabilities and adaptability to evolving objectives.

• Passion for self-improvement and interest in process enhancement.

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

• Willingness to work during Pacific or Mountain time hours.

• Potential for client interaction based on necessity.

• Capacity to sit for extended periods, typically 7–8 hours daily.

• Ability to operate a computer, utilize phone systems, type, and run multiple software applications simultaneously.

🏝️ Benefits

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Life insurance.

• Disability insurance.

• 401(k) matching.

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

• Opportunities for career development.

• Fully remote work arrangement.