Sales Operations Coordinator (Client-facing Track)

Operations Coordinator – Systemized Sales

APPLICATION INSTRUCTIONS

To apply for this position:

1. Submit a short 1–2 minute video introducing yourself and briefly explaining why you believe you’re a good fit for the role.
2. Attach your resume and send both the video and your resume through as part of your application.

Working Hours: M-F 9am-5pm CST

***(Applications with personalized intro videos explaining why you might be a good fit for the role will be heavily favored)***

The Sales Operations Coordinator (Client-Facing Track) is an essential role supporting the accuracy, consistency, and reliability of client-facing sales operations. This role focuses on maintaining clean data, assisting with onboarding new sales representatives, and executing special projects delegated by the Sales Operations Manager. The position builds a foundation in client operations, reporting, and project management, preparing the coordinator for eventual promotion into a Sales Operations Manager role.

Key Responsibilities

1. Data Accuracy & Reporting Support

- Verify accuracy of **End-of-Day (EOD) reports** and ensure alignment with dashboards.
- Perform reconciliation between Post Call Notes, dashboards, and revenue reports.
- Partner with the Sales Operations Manager to identify and correct data inconsistencies.
- Ensure reporting tools are always accurate, reliable, and client-ready.

2. Sales Representative Onboarding/Offboarding

- Support onboarding workflows for new sales representatives as well as offboarding for old sales representatives.
- Execute required tasks to integrate reps into client accounts, ensuring a smooth transition.
- Collaborate with Sales Ops Managers and Sales Managers to complete onboarding checklists.
- Ensure new reps are properly set up in systems and operational processes.

3. Special Projects & Client Support

- Assist the Sales Operations Manager with client-specific projects and initiatives.
- Support documentation and updates to client-facing trackers and knowledge bases.
- Balance project-based work with day-to-day operational responsibilities.

4. Collaboration Across Teams

- Work closely with Sales Operations Managers on reporting and client operations tasks.
- Coordinate with Sales Systems Manager when technical fixes or escalations are required.
- Communicate proactively with Sales Managers and other tea ---------- mbers to ensure client operations run smoothly.