Sales Operations Coordinator
New
J
JobgetherTechnology
Based in the United StatesFull-TimeSenior
SalaryAnnual profit-sharing bonus.
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Job Details
- Languages
- Fluency in English
- Experience
- At least five years of experience in customer service, support, or a sales-focused position.
- Required Skills
- SalesforceMicrosoft Excel
Requirements
- Have post-secondary education in a relevant field or equivalent professional experience.
- Have at least five years of experience in customer service, support, or a sales-focused position.
- Have previous experience in the technology sector or a professional services organization.
- Be proficient with Salesforce and CRM data management.
- Have strong working knowledge of Microsoft Office, particularly Word, Excel, and Outlook.
- Be familiar with AI tools and willing to develop new skills.
- Be fluent in English, with strong written and verbal communication skills.
- Have strong organizational and prioritization skills and attention to detail.
- Be able to build positive working relationships with clients, colleagues, and cross-functional teams.
- Be adaptable and confident working in a changing, diverse, collaborative environment.
- Be able to obtain the security clearance required under the Controlled Goods Program (CGP).
- Experience with the Controlled Goods Program, aerospace, or defense industries is an asset.
Responsibilities
- Partner with local Business Managers to maintain account and client records and support current and upcoming opportunities.
- Maintain Salesforce records and ensure data accuracy and compliance with sales processes and reporting standards.
- Prepare client proposals, presentations, and quotations.
- Manage client communications when Business Managers are unavailable.
- Receive, qualify, and record incoming leads in the CRM and coordinate follow-up actions.
- Identify potential leads through CRM databases and LinkedIn, and help schedule meetings.
- Collect information and prepare sales reports and CRM analyses.
- Track lost opportunities and support investigations into why opportunities were unsuccessful.
- Contribute to case studies, conferences, and brochures with Sales and Engineering teams.
- Review sales processes and recommend improvements; coordinate with estimation, project management, finance, and other departments to meet sales-related timelines.
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