As a Sales & Operations Coordinator, you will provide administrative and operational support to ensure seamless sales processes, efficient office management, and exceptional customer service. You will handle customer and vendor communications, maintain organized records, and assist the sales team with scheduling, reporting, and lead management. Additionally, you will collaborate with other departments to support business operations, streamline workflows, and enhance overall efficiency. Your objective is to improve internal processes, strengthen customer relationships, and contribute to the overall success of the sales and operations functions.
KEY RESPONSIBILITIES
Office Management & Organization:
- Act as the primary point of contact for customer and vendor inquiries, ensuring timely and professional communication.
- Manage and organize customer and vendor correspondence, including emails, phone calls, and other communications.
- Maintain and organize digital and physical files, including sales documents, contracts, and client records, to ensure easy access and accuracy.
- Provide administrative support to the sales team, including scheduling meetings, preparing reports, and maintaining calendars.
- Support lead generation efforts by researching prospects, compiling lists, and assisting with sales outreach activities.
- Collaborate with other departments, such as marketing and customer service, to ensure seamless client interactions and sales support.
- Maintain accurate records and data entry, including tracking customer interactions, updating membership accounts, and ensuring all sales documentation is up to date.
- Assist in coordinating sales presentations and preparing materials for client meetings.
Customer Service & Sales Support:
- Utilize CRM software and help desk tools to manage customer interactions and track service requests.
- Handle customer and vendor inquiries, resolving issues within the required timeframe and escalating as needed.
- Demonstrate strong communication and active listening skills to ensure excellent customer service.
- Exhibit patience and empathy when addressing customer concerns, ensuring a positive customer experience.
- Manage multiple tasks effectively while maintaining high attention to detail and accuracy.
- Identify and implement process improvements to enhance customer service operations.
- Follow up with customers to ensure satisfaction and maintain long-term business relationships.
Operational & Cross-Functional Support:
- Assist with day-to-day operational tasks that support the efficiency of the sales and customer service teams.
- Collaborate with team members to improve workflows and optimize administrative processes.
- Monitor and track key performance indicators (KPIs) to assess the effectiveness of sales support and administrative functions.
- Generate reports and provide insights to management regarding sales trends, customer interactions, and operational efficiencies.
- Stay updated on company offerings, policies, and procedures to provide accurate information to customers and team members.
REQUIREMENTS:
- Proven experience in an administrative, sales support, or customer service role.
- Strong organizational skills with the ability to manage multiple priorities effectively.
- Excellent communication and interpersonal skills, with a customer-focused mindset.
- Experience with CRM software, data entry, and maintaining customer records.
- Ability to solve problems, think critically, and resolve customer concerns efficiently.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and other office management tools.
- High attention to detail and accuracy in managing sales documents and records.
- Ability to collaborate with cross-functional teams to support business objectives.
- Strong time management skills, with the ability to work in a fast-paced environment.
- Prior experience in sales coordination, office administration, or operations is a plus.
- Ability to travel up to 25% of the time as needed.
PHYSICAL REQUIREMENTS:
- Ability to remain in a stationary seated or standing position for various increments of time
- Able to move about to access a variety of tools and office equipment.
- Able to consistently operate a computer or other electronic device
- Able to ascend or descend a ladder, crouch or crawl
- Ability to lift up to 50 lbs, lift overhead, twist and turn body when appropriate
- Must be able to communicate clearly through both verbal and written form