Pricing & Sales Operations Coordinator

Position Summary

The Pricing & Sales Operations Coordinator supports pricing administration, quote accuracy, sales operations processes, and Salesforce/CRM data maintenance. This role works with Regional Sales Managers, distributors, and cross-functional teams to help maintain accurate pricing tools, improve sales processes, and support timely completion of sales operations tasks.

Duties/Responsibilities

• Respond to Regional Sales Manager and Distributor inquiries regarding pricing, quotes, price sheets, and related sales operations information.
• Prepare, review, and coordinate quotes to support timely and accurate completion according to established procedures.
• Maintain and update pricing documents, price sheets, related sales operations records, and Salesforce/CRM data.
• Support pricing analysis by comparing cost, resale pricing, margin, competitor information, and market dynamics using approved data sources and tools.
• Provide input on pricing strategy and process improvements based on available data and business requirements.
• Collaborate with sales, marketing, finance, operations, and other internal teams to support pricing processes and sales operations initiatives.
• Review sales operations workflows, identify opportunities for improved efficiency, and assist with implementing approved process changes.
• Assist the sales team with administrative and operational tasks, including reporting, data validation, documentation, and follow-up activities.
• Support Salesforce/CRM optimization efforts by helping maintain accurate records, documenting process needs, and assisting with testing or configuration support as assigned.
• Handle confidential business information appropriately and in accordance with company policies.
• Perform other job-related duties as assigned.

Required Qualifications

• A high school diploma or equivalent required.
• Experience using Microsoft Excel or similar spreadsheet tools to enter, organize, calculate, and analyze data.
• Ability to perform basic pricing, margin, and cost calculations accurately.
• Ability to organize work, manage multiple priorities, and meet deadlines while maintaining accuracy and attention to detail.
• Ability to communicate professionally with internal teams, distributors, and other business contacts.
• Ability to work independently and collaboratively in an office or business environment.
• Ability to maintain confidentiality of business, pricing, customer, and employee information.
• Experience using a CRM, ERP, quoting, or sales operations system, or ability to learn company systems with training.

Preferred Qualifications

• An associate or bachelor’s degree in business, marketing, finance, data analytics, or a related field, or an equivalent combination of education and relevant experience.
• Prior experience in pricing, sales operations, quote administration, distributor support, customer service, or related administrative support.
• Experience with Salesforce or another CRM platform.
• Experience reviewing pricing, margin, or market data to support business decisions.
• Strong Excel skills, including formulas, lookups, filtering, sorting, and data validation.

Knowledge/Skills/Abilities

• A detail-oriented approach to data entry, calculations, quote review, and document maintenance.
• Professional written and verbal communication skills.
• Ability to follow established processes and recommend improvements when appropriate.
• Ability to adapt to changing priorities in a business office environment.
• Ability to use good judgment when working with confidential or sensitive business information.

Benefits

• Company-paid Medical, Short-Term Disability, Long-Term Disability, and Life Insurances as well as Employee Assistance Plan Benefits (at no cost to our employees)
• 401K Retirement Plan with up to a 7.5% company match
• Year-end bonus (equal to one month’s pay) eligible
• Voluntary (employee paid) benefits include dental, vision, accident, critical illness, hospital indemnity, and life/AD&D insurance, flexible savings accounts, health savings accounts
• Paid time off including holiday, vacations, and sick time