Sales Operations Administrator

About the role

The Sales Operations Administrator is the person who keeps all aspects of a bid process from slipping through the cracks. They ensure that everything is logged, tracked, and ready for submission or closure.

Responsibilities

• Log and track bids from the moment they land until they are won or closed
• Assemble submittals and O&M manuals for winning bids, ensuring completeness, accuracy, and timely delivery
• Support quotes, customer orders, and job setup in the ERP system, monitoring open orders and POs for vendor status updates
• Routinely manage the sales inbox and phone calls, prioritizing urgency and organizing tasks efficiently

Requirements

• Meticulous attention to detail
• Ability to handle multiple tasks simultaneously in a high-pressure environment
• Proficiency in Excel and Outlook, with the ability to learn new systems independently
• Comfortable with basic financial calculations and understanding of business processes
• Preferably 1-2 years of experience in sales support, inside sales, quotes, or project coordination
• Experience in an ERP or order-management system (P21 a plus)
• A background in HVAC, construction, or distribution
• High school diploma or GED required; coursework or a degree is a bonus

Qualifications

• Comfortable working in a fast-paced, dynamic environment
• Strong organizational skills and the ability to prioritize tasks effectively
• Excellent communication and interpersonal skills

Skills

• Excel proficiency
• Outlook proficiency
• ERP or order-management system experience (P21 preferred)
• Basic financial calculations
• Attention to detail
• Ability to manage multiple tasks simultaneously

Benefits

• Health, dental, and vision insurance
• Company-paid life insurance and disability coverage
• 401(k) with company match
• 10 paid holidays, plus vacation and sick time
• Competitive compensation

Pay

Competitive compensation based on experience and qualifications.

Schedule

Full-time position with flexible hours to accommodate the demands of the sales team.