Sales Operations Coordinator

About This Role

Sales Operations Coordinator – SSM

Location: Remote (USA) Job Type: Full\-time (40 hours per week)

SSM is looking for a Sales Operations Coordinator to support the Marketing Program Diagnostics team, the VP of Sales, and the Company President with program data, reporting, and customer\-facing support. This role is ideal for someone who loves Excel, is highly organized, comfortable using AI tools, and enjoys working across teams and with clients.

What You’ll Do

• Gather, organize, and marketing program and sales data from multiple systems.
• Build and maintain Excel reports using pivot tables, lookups, and formulas for leadership and operational needs.
• Prepare weekly and monthly reports summarizing marketing campaign performance, program activity, and key marketing KPIs.
• Partner with Program Diagnostics team on data pulls, report drafting, and client meeting materials.
• Join client check‑in and kickoff calls, capture notes and action items, and support screen‑sharing and report walkthroughs.
• Coordinate new customer onboarding steps, maintain onboarding checklists, and collect initial client data for tracking sheets/CRMs.
• Support payroll, finance, and sales with contact lists, hours/volume reports, and other Excel\-based tracking.
• Help document processes and contribute to process improvement reccomendations

What We’re Looking For

• 1–3 years of experience in sales operations, sales support, data/reporting, or a similar coordination role.
• Strong Excel skills, including pivot tables, VLOOKUP/XLOOKUP, multi‑sheet formulas, and basic charts.
• Basic understanding of AI tools for drafting, research, and data cleanup.
• Comfortable on client calls with professional, service\-oriented communication.
• Strong written communication and high attention to detail; able to manage multiple requests in a fast\-paced environment.

Nice to Have

• Experience in sales operations, diagnostics, consulting, or B2B services.
• Familiarity with CRM tools and basic reporting from CRM or BI tools.

How to Apply

Please submit your resume and a brief cover letter explaining your experience with Excel, reporting, client\-facing work, and how you’ve used AI tools to support your work. Include “Sales Operations Coordinator – SSM” in the subject line.

Job Type: Full\-time

Pay: $45,000\.00 \- $55,000\.00 per year

Benefits

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Work Location: Remote