Sales Operations Coordinator
RevOps Report · Providence, RI · 3 wk ago
Full-time
About the role
The Sales Operations Coordinator is the organizational and technical backbone of the sales function. This role keeps the sales pipeline, customer data, presentation materials, and follow-up actions on track and current, freeing the sales team to stay focused on customers and revenue-generating activity. It combines strong project and data discipline with the ability to build polished, customer-ready materials and to drive multiple workstreams to completion with minimal supervision.
Responsibilities
- Own CRM data integrity – maintain and update customer, prospect, opportunity, and activity records so pipeline information is accurate, current, and reportable.
- Maintain the sales pipeline – track and report across gov, schools, police & fire, challenge coin, and wholesale accounts; catalog all new items with images, pricing, and quotes on the appropriate trackers.
- Own trade show execution – handle all pre- and post-show logistics, coordination, materials, and follow-up.
- Build sales presentations and materials – produce polished, customer-ready decks, proposals, and collateral from rough inputs for the sales team; keep all sales materials current.
- Track action items to completion – manage follow-ups across the sales team and ensure timely closure.
- Coordinate the sales calendar – schedule meetings, customer visits, presentations, and sales travel agendas.
- Process sales documents – handle sales orders, quotations, and related documentation accurately.
- Coordinate cross-functionally – interface with finance, production, purchasing, logistics, and customer service on sales-related matters.
Qualifications
- Advanced Excel – builds and maintains trackers, pivot tables, and clean reporting from raw data (not just data entry).
- PowerPoint – creates polished, customer-ready presentations and proposals independently, from rough inputs to finished deck.
- Outlook – advanced calendar, meeting, and travel coordination across multiple people.
- Highly organized – exceptional project and time management; able to run multiple workstreams simultaneously without dropping details.
- Self-directed – follows projects from initiation through completion with minimal supervision.
- Strong communicator – excellent written and verbal communication by phone and email.
- Detail-oriented – high accuracy in data entry and reporting.
- 1–3 years of sales support, sales operations, or comparable administrative/coordination experience.
- Experience with ERP and CRM systems; customer service experience preferred.