Job Description

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