Sales Operations Coordinator

About This Role

Job Summary

We are seeking a dynamic Sales Operations Coordinator to join our team and drive efficiency across our sales functions once a deal is won.

The Sales Operations Coordinator steps in at the moment of sale close and owns everything that happens next — ensuring that paperwork gets processed; purchase orders are received; submittals are signed and approved; and that customers are reminded of their payment obligations. This role allows our Sales Representatives to stay focused on closing new business while ensuring no post\-sale detail falls through the cracks.

Responsibilities

Post\-Sale Document Management

• Track and follow up on all outstanding Purchase Orders (POs) from customers after a job is won
• Ensure all submittals are submitted, reviewed, signed, and approved in a timely manner
• Maintain an organized record of all documentation for each active job
• Coordinate with Sales Reps to gather any required signatures or internal approvals

Open Opportunity Follow\-Up

• Monitor and track open opportunities in the pipeline in coordination with the Sales team
• Proactively follow up with Sales Reps on pending items and action steps required to move jobs forward
• Flag stalled or at\-risk jobs to management before they become a problem

Payment Terms \& Collections Support

• Review payment terms for each job (typically 50/50 split) and set up follow\-up reminders accordingly
• Send professional, timely reminders to customers for upcoming and overdue payments
• Coordinate with Sales Reps and management when a customer account requires escalated follow\-up
• Maintain a payment tracking log and provide regular status updates to the team

Internal Coordination

• Serve as the communication bridge between Sales Reps and customers on all post\-sale administrative matters
• Keep CRM or project management tools updated with current job status, documents received, and payment milestones
• Assist in identifying process improvements to reduce administrative bottlenecks for the Sales team

Requirements

Experience \& Education

• 2\+ years of experience in a sales support, administrative, or operations coordination role
• Experience working in a B2B environment preferred; construction, manufacturing, or trades industry a plus
• High school diploma or equivalent required; Associate's or Bachelor's degree preferred

Skills \& Competencies

• Highly organized with strong attention to detail — nothing slips through the cracks
• Excellent written and verbal communication skills for professional customer correspondence
• Ability to manage and prioritize multiple open jobs simultaneously
• Comfortable following up persistently and professionally — both internally and with customers
• Proficiency with Microsoft Office (Word, Excel, Outlook); CRM experience a plus (e.g., Salesforce, Zoho)
• Self\-starter who can work independently with minimal supervision

Personality Fit

• Detail\-oriented and process\-driven — you thrive on keeping things organized
• Confident communicator who is comfortable following up with customers about documentation and payment terms.
• Team player who understands that supporting Sales is a critical business function
• Proactive rather than reactive — you anticipate what's needed next

What Success Looks Like within 90 days

• Have a full understanding of the company's post\-sale process from PO to final payment
• Independently manage all open jobs with zero dropped documentation
• Reduce the time Sales Reps spend on administrative follow\-up by at least 50%
• Maintain a clean, up\-to\-date tracking system for all jobs, submittals, and payments

This role is critical to the success of our sales operation. If you are highly organized, communicative, and proactive \- we want to hear from you.

Benefits

• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Work Location: In person