Sales Operations Coordinator Job at Robert Half (Boothwyn, PA)

Sales Operations Coordinator

This role blends hands-on operational support with data-driven analysis, helping...

Location

United States , Lawrence

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

3+ years of experience in sales analysis, sales operations, or a related business support role
Demonstrated ability to create and interpret sales reports, dashboards, and performance metrics for business stakeholders
Experience supporting sales processes, including customer onboarding, administrative coordination, and cross-functional communication
Working knowledge of sales tax concepts and sales tax return processes
Familiarity with KYC and AML requirements in a business operations or customer setup environment
Strong organizational skills with the ability to manage multiple priorities, deadlines, and follow-up activities effectively
Proficiency with spreadsheets, reporting tools, and task management platforms used to track workflow and performance

Job Responsibility

Coordinate incoming sales-related requests by monitoring shared communication channels, organizing priorities, and routing matters to the appropriate internal contacts
Support the setup of customers, products, and vendors by maintaining accurate records across internal systems and external platforms
Prepare recurring and ad hoc sales reports, dashboards, and summaries that highlight trends, performance results, and actionable business insights
Keep projects and daily workflows on track through task management tools, ensuring deadlines, responsibilities, and follow-up actions are clearly managed
Provide oversight and direction to the Sales & Marketing Assistant to help maintain efficient execution of routine operational activities
Assist the sales team with product samples, presentation materials, meeting logistics, and post-meeting follow-up to strengthen customer support
Help coordinate promotional and retail merchandising initiatives by tracking deliverables, timelines, and cross-functional communication
Contribute to operational improvements related to sales processes and system-based workflows when business needs require updates or transitions

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Sales Operations Coordinator

We are seeking a highly analytical and proactive Sales Operations Coordinator to...

Location

Australia , St Leonards

Salary:

Not provided

RX Global

Expiration Date

Until further notice

Requirements

Strong experience with Power BI (dashboard development, reporting, troubleshooting)
Advanced Excel skills
Experience using Salesforce for reporting and data extraction
Demonstrated data analysis and reporting capability
Ability to troubleshoot reporting systems and resolve complex issues
Strong ability to translate data into clear, actionable insights
Excellent stakeholder engagement and communication skills
Ability to work autonomously and manage competing priorities
High attention to detail and strong problem-solving skills

Job Responsibility

Develop, maintain, and optimise sales reports and dashboards in Power BI, Salesforce, and other systems
Extract, analyse, and interpret data to deliver actionable insights on sales performance and trends
Maintain CRM and reporting systems, ensuring data integrity, accuracy, and accessibility
Partner with sales teams, sales managers, event directors, and project managers to deliver reporting and insights
Provide forward-looking analysis, including forecasting and behavioural insights to support strategic decision-making
Identify opportunities to enhance reporting processes and system efficiencies
Support users with system training and troubleshoot reporting and data issues
Assist in tracking sales initiatives and coordinating operational activities (with execution supported by another team)

What we offer

Health and wellbeing initiatives
Learning and development opportunities
Flexible working arrangements
Career progression within a global organisation

Fulltime

Sales Operations Coordinator

At Ontex, we are making everyday life easier across generations. Worldwide our 5...

Location

United Kingdom , Corby

Salary:

Not provided

Ontex Peninsular

Expiration Date

Until further notice

Requirements

Excellent Interpersonal Skills
Computer Literate
Self-Motivated
Analytical Skills
Team Player
Ability to work under pressure
Ability to manage/prioritise workloads
Attention to detail

Job Responsibility

Type and word-process various documents and electronic information
Create financial and statistical tools and reports using spreadsheets
Manage, organise, and update relevant data using database applications including Synergy and SAP
Communicate and provide information by relevant methods internally and externally to assist and enable organizational operations and effective service to connecting groups
Analyse and interpret financial statistics and other data and produce relevant reports
Interpret instructions and issues arising, and then implement actions according to administrative policies and procedures
Research and investigate information to enable strategic decision-making by others
Maintain the Bespoke Home Delivery Management system with pricing and changes in line with company procedures
Adhere to stated policies and procedures relating to health and safety, and quality management
Adhere to procedures relating to the proper use and care of equipment and materials for which the role has responsibility

Fulltime

Sales Operations Coordinator

Oversee the entire sales order process, ensuring seamless coordination between c...

Location

United States , Linwood, PA

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

2+ years of experience
Manufacturing experience
Experience with Microsoft Excel, Microsoft Word, Microsoft Outlook
Sage experience
Excellent organizational skills

Job Responsibility

Respond to customer inquiries promptly and professionally, providing accurate information and assistance
Prepare detailed quotes tailored to customer needs and follow up to ensure satisfaction
Process sales orders efficiently, ensuring all details are accurately recorded and tracked
Generate and issue invoices in a timely manner while maintaining compliance with company standards
Coordinate delivery schedules and logistics to ensure timely shipment and receipt of goods
Maintain organized records of all sales and customer interactions to support reporting and audits
Provide excellent customer support by addressing concerns and resolving issues effectively

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Sales Operations Coordinator

Sales Operations Coordinator with outstanding attention to detail needed for an ...

Location

United States , Southlake

Salary:

22.00 USD / Hour

2020 Companies, Inc

Expiration Date

Until further notice

Requirements

Advanced administrative skills
High-level Excel knowledge with V-lookup, formulas, and workbooks
Salesforce or similar CRM experience preferred
Data analysis experience is a PLUS
Work within a team environment
Auditing experience required
Associate’s Degree or at least 2 years of retail operations, finance, or logistics
Excellent interpersonal and customer service skills
must demonstrate initiative and follow up with customers
Ability to create and modify spreadsheets via formulas, V-Lookups, pivot tables, and other advanced Excel functions

Job Responsibility

Effectively process assigned payroll and client invoices on a weekly basis
Accurately update time punches, expenses, payroll records and sales detail information as requested by the sales team in applicable reporting systems
Effectively maintain and distribute reports as requested by the Field team
Analyze sales reports for accuracy and/or discrepancies prior to distribution
Collaborate with internal/external customers and field associates
determine appropriate resolution
escalate or submit for research when necessary
Maintain customer confidentiality
Remain proactive in anticipating problems and work to resolve them quickly
Perform all other duties as assigned

What we offer

Competitive rate of $22.00 per hour, paid weekly
Work-life balance with hybrid work environment
Collaborate with a diverse team
Paid Time-Off
Eligible for 401K, medical and dental benefits
Office offers on-site fitness facility and food pavilion

Fulltime

Sales Operations Coordinator

Supports all new sales efforts for the CTI organization through coordinating wit...

Location

United States , Remote

Salary:

23.00 - 25.00 USD / Hour

Brown & Brown UK

Expiration Date

Until further notice

Requirements

Bachelor’s degree or 2+ years experience in professional business with an external client facing role
Project lead experience
Proficient with MS Office Suite, Adobe Creative Suite a plus

Job Responsibility

Support all sales efforts for the CTI organization
Track proposal requests within the Wrike and CRM tools and coordinate internal draft proposals, review process, and deliver to final audience
Manage, monitor, and notify CTI Sales team of RFP opportunities from the bid RFP services tool utilized by CTI
Support coordination of RFP initiatives including managing RFP Wrike tool process, coordination of deliverables from internal teammates, communications with prospects/channel partners, coordinate finalist meetings, and other related tasks
Research opportunities that are out-for-bid or will be going out to bid through our bid research tool
Research competitive intel and other types of requested information using our competitor intel tool and facilitate the internal competitor data capture process
Maintain sales pipeline information within Wrike for reporting to Leadership
Assist in reviewing the creation of sales sheets, proposal content, RFP content, presentation slides and other marketing pieces as requested
Participate in regularly scheduled internal sales meetings
Directly support requests from Brown & Brown brokers/offices and coordinate with Sales team

What we offer

Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
ESPP
401k
Student Loan Assistance
Tuition Reimbursement
Free Mental Health & Enhanced Advocacy Services
Paid Time Off, Holidays, Preferred Partner Discounts

Fulltime

Sales Operations Coordinator

We are seeking a detail-oriented Sales Operations Coordinator to support our cli...

Location

United States of America , Needham

Salary:

65000.00 - 70000.00 USD / Year

Cerament (Bonesupport)

Expiration Date

Until further notice

Requirements

Strong organizational and follow-up skills with exceptional attention to detail
Ability to manage multiple priorities in a fast-paced environment
Proficiency with data systems and reporting tools
Strong written and verbal communication skills

Job Responsibility

Reduce open order balances by obtaining purchase orders for open orders from hospitals, distributors, sales representatives, and regional managers
Prioritize follow-up on open orders more than 30 days past the date of surgery
Utilize Power BI and Microsoft NAV to access and review required data
Provide obtained purchase orders to Customer Service to support timely invoicing
Obtain case sheets for purchase orders received by Customer Service
Provide completed case sheets to Customer Service to ensure accurate invoicing
Ensure distributors and sales representatives are entering case information into the order entry portal (once available)
Complete and submit new customer forms to Customer Service as required
Identify when new customer forms are needed (e.g., first-time customers)
Communicate with hospitals, distributors, sales representatives, and regional managers to obtain required customer information

Fulltime

Sales Operations Coordinator

Tourism Economics, an Oxford Economics company, is seeking a Sales Operations Co...

Location

United States , Philadelphia

Salary:

Not provided

Oxford Economics

Expiration Date

Until further notice

Requirements

University degree required
1+ years’ experience in sales operations, data entry, CRM management, or sales administration
Ability to work with minimum supervision and prioritize workload to meet deadlines
Strong organizational skills and attention to detail
Excellent interpersonal and communication skills, both written and oral
Highly efficient and process-driven, with the ability to streamline workflows
Enthusiastic team player who thrives in a collaborative environment
Software experience: Microsoft Office Suite and Salesforce

Job Responsibility

Accurately enter, track, and update lead and client data in Salesforce
Maintain and organize the sales pipeline, ensuring all records, opportunities, and contracts are up to date
Prepare regular reports and dashboards (monthly/quarterly/annual) for senior management, summarizing pipeline activity and sales performance metrics
Support the development and documentation of standardized sales processes, procedures, and best practices
Assist with subscription renewals by preparing contracts, processing paperwork, and updating records
Assist the Business Development team in preparing proposals, presentations, and sales materials
Ensure all leads, partner stages, next steps, and projected close dates are current and updated including weekly pipeline report and monthly forecast summary with commentary on at-risk deals or upsell opportunities
Keep the top of the funnel active by managing lead lists, outreach campaigns, and event follow-up including researching and maintaining target lists by DMO size, type, or region, coordinating and executing follow-up after conferences, webinars, and campaigns and scheduling key prospect meetings for the sales team
Organize internal meetings with staff to develop proposals and external client meetings
Support scheduling, agenda preparation, and follow-up for sales meetings, calls, and business trips

Fulltime

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Sales Operations Coordinator

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Sales Operations Coordinator

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