Sales Operations Coordinator

The Sales Operations Coordinator is an integral part of the sales operations team that works directly with the sales team to provide support for administrative and sales activities. The individual who fills the Sales Operations Coordinator role will contribute directly to the overall success of the company by working directly with the sales team to ensure accurate and timely delivery of proposals and orders along with other administrative and sales activities as designated.

This position reports to the Sales Operations Manager. During the first six to eight weeks of training, this position will be required to report to our office in Overland Park, KS. Following successful completion of initial training, this position will be hybrid and will be required to work out of our Overland Park, KS office at least three days per week.

Responsibilities:

Develop working knowledge of ConnectWise and NetSuite to ensure accurate and timely proposal generation and order processing
Track customer maintenance renewals to ensure renewal proposals are generated and delivered to customers in a timely manner prior to expiration
Develop working knowledge of SharePoint to ensure accurate tracking of Statement of Work (SOW) documents and retention of other documents as needed
Execute orders and provide delivery information to customers as well as Project Management Office to coordinate engineering resources for implementation, when needed
Proofread and edit proposals and Statements of Work to ensure grammatical and formatting accuracy
Deliver completed orders to Director of Sales Operations and Accounting in a timely manner for invoicing
Gather information on new sales opportunities from Account Managers and Account Administrators and work with Service Coordinator to obtain pre-sales engineer availability and facilitate meeting scheduling with customers
Coordinate communication with Engineering team to obtain Bill of Materials (BOM) and SOW information needed for proposal generation
Work directly with vendors and manufacturers to secure deal registrations and accurate pricing for sales opportunities
Track expiration deadlines for all sales-related activities (deal registration, special pricing approval, etc.) and renew prior to expiration as requested
Manage proposal generation requests to ensure the timely and successful delivery of proposals according to customers’ needs and objectives
Regularly communicate with Account Managers and Account Administrators on the status of open opportunities and determine next step action items to be completed
Regularly communicate with sales operations team members to ensure all activities and responsibilities are assigned and completed in a timely manner; provide additional support to team members when needed
Track all support activities completed for sales opportunities in ConnectWise and/or NetSuite
Maintain accurate matrix of manufacturer’s pricing structures for internal reference
Recognize opportunities for improvements to procedures by proactively offering ideas and solutions
Other duties as assigned

Requirements:

Demonstrate exceptional attention to detail
Must handle numerous assignments simultaneously while placing proper prioritization on tasks
Excellent time management skills and ability to multi-task effectively in a fast-paced environment
Excellent customer service skills
Must be computer literate and proficient in Microsoft Office Suite (Word, Excel, Outlook); must have proficient typing skills
Ability to work within a team, both in-person and virtual media outlets
Capable of managing own workload with minimal supervision to tight deadlines
Bachelor’s degree or equivalent experience
Previous administrative or sales operations experience and knowledge of ConnectWise and/or NetSuite is a plus

Expectations:

Will be available via Slack, email or phone to provide timely answers to coworkers, vendors, and customers
Be available to work outside normal designated hours, as needed, particularly the last week of the month
Complete product and vendor training/certifications as assigned

Choice Solutions Requirements & Expectations:

Express a positive and confident, can-do attitude
Dependable, adaptable, flexible and a team player
Personal dedication to ongoing training and development
Excellent organizational and problem-solving skills
Strong oral and written communication skills
Professional appearance, attitude and communication
Maintain confidentiality in all aspects of client, staff and agency information
Able to handle challenges and issues in a professional and supportive manner
Timely delivery of required internal documents, such as time sheets and expense reports

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Sales Operations Coordinator