Purpose of the Role

The Sales & Operations Coordinator supports sales activities by delivering excellent customer service and managing the efficient processing of quotes, sales orders, repair orders, and returns. This role also assists Operations through ongoing CRM maintenance, data updates, and workflow support.

Key Responsibilities

Sales & Customer Support

Support the sales team in achieving targets and meeting client needs.
Respond to customer inquiries by phone, email, or through internal teams, including handling concerns, directing requests to appropriate departments, and helping identify suitable product or service solutions.
Process and coordinate sales orders from initiation to shipment, working closely with all departments involved in fulfillment.
Maintain accurate records of quotes, sales orders, contracts, and back-ordered items.
Identify and resolve issues that could impact timely order delivery, ensuring effective communication with stakeholders.
Prepare bids, proposals, and quotations as requested by customers or sales personnel.
Review sales contracts and related documentation for accuracy and completeness.
Follow all company policies, procedures, and quality standards in daily tasks.
Provide daily end-user support and assist employees in improving their understanding of CRM tools and functionality.
Create and maintain reports, dashboards, and monitoring processes to ensure data quality and integrity.
Develop and update training materials and user guides as business needs evolve.
Train new and existing users on CRM features and best practices.