Job Description

: Sales Operation Coordinator Position Summary

The Sales Operation Coordinator plays a critical role in supporting the sales team by managing processes, ensuring data accuracy, and coordinating communication between sales, operations, and other departments. This position is responsible for maintaining CRM data, preparing reports, coordinating order fulfillment, and assisting in the execution of sales strategies to drive efficiency and growth.

Key Responsibilities Sales Support & Coordination

Act as the main point of contact between sales, logistics, finance, and customer service. Coordinate order processing, from quotation to delivery, ensuring accuracy and timely fulfillment. Support sales representatives with documentation, proposals, and client presentations. Monitor sales pipeline, track progress, and ensure timely follow-ups.

Data Management & Reporting

Maintain and update CRM system with accurate customer, opportunity, and sales activity data. Generate weekly, monthly, and quarterly sales performance reports. Analyze sales data to identify trends, gaps, and improvement opportunities.

Operational Efficiency

Assist in defining and improving sales processes and workflows. Ensure compliance with company policies, pricing guidelines, and contractual terms. Coordinate sales forecasting and demand planning with operations and supply chain teams.

Customer & Partner Engagement

Provide post-sales support, including warranty, invoicing, and service coordination. Handle client inquiries, ensuring prompt resolution and customer satisfaction. Support dealer/distributor communications and incentive program tracking.

Qualifications

Education

: Bachelor's degree in Business Administration, Sales, Marketing, or related field.

Experience

: 2-4 years in sales operations, sales support, or customer service roles (HVAC, manufacturing, or distribution industry preferred).

Skills

: Strong organizational and multitasking abilities. Excellent communication and interpersonal skills. Proficient in CRM systems (Salesforce, HubSpot, or equivalent) and MS Office Suite (Excel, PowerPoint, Outlook). Analytical skills with the ability to interpret data and generate actionable insights. Detail-oriented with strong problem-solving capabilities.

Key Competencies

Team player with a proactive attitude. Ability to work under pressure and meet deadlines. Strong business acumen and customer-centric mindset. High level of integrity and confidentiality.
Job Type: Full-time

Pay: $17.56-$27.23 per hour

Expected hours: 40 per week

Work Location: In person