Sales Operations Account Coordinator

Sales Operations Account Coordinator

Location: Westlake, TX 76262 | Onsite
Compensation: $90,000-$100,000 annually
Employment Type: Direct-Hire | Full-time

Do you enjoy keeping customer accounts organized, turning sales data into actionable insights, and finding better ways to get things done?

CornerStone Professional Placement is seeking a Sales Operations Account Coordinator for a manufacturing client in the Westlake, TX area. This role combines sales operations, business analysis, customer account coordination, and process improvement, working closely with Sales, IT, and other departments to improve business workflows and support customer needs.
This is an excellent opportunity for professionals with experience in Sales Operations, B2B account coordination, ERP/CRM systems, and business reporting who want to make a meaningful impact in a collaborative, operations-focused environment.

Responsibilities

• Coordinate customer accounts, including quotations, purchase orders, pricing, contracts, order tracking, and fulfillment activities.
• Analyze sales data and develop reports covering revenue, forecasting, customer activity, and operational performance.
• Collaborate with Sales Operations, IT, and other departments to identify business needs, improve workflows, and coordinate system enhancements.
• Support cross-functional projects, including requirements gathering, implementation planning, testing, and process improvements.
• Maintain accurate customer and transactional information within ERP/CRM systems while resolving order discrepancies, delivery concerns, and documentation issues.

Qualifications

• 3+ years of experience in Sales Operations, account coordination, business analysis, Inside Sales, or a related business function.
• Experience using ERP/CRM platforms, reporting tools, and Microsoft Office, particularly Excel.
• Strong understanding of customer order management, sales reporting, business processes, and account support.
• Ability to coordinate projects, identify process improvements, and communicate effectively across business and technical teams.
• Strong organizational, analytical, problem-solving, and customer service skills.
• Experience with Microsoft Dynamics 365 or comparable ERP/CRM systems preferred.
• Background in manufacturing, industrial operations, aerospace, defense, or a related B2B environment preferred.
• Bachelor’s degree in Business, Supply Chain, Finance, Analytics, or a related field preferred; equivalent experience considered.

Why Candidates Like This Role

• Competitive salary: $90,000-$100,000 annually.
• Opportunity to contribute to operational improvements and business efficiency.
• Collaborative environment with exposure to Sales, IT, and cross-functional leadership.
• Diverse responsibilities combining customer coordination, reporting, and project execution.
• Opportunity to strengthen business analysis and operational project management skills.

Additional Details
Schedule: Onsite in Westlake, TX; Standard Business Hours
Employment Type: Direct-Hire | Full-time
Benefits: Details to be provided during the recruitment process.

Tagged as: Excel, Forecasting, Microsoft Dynamics, Project Management