Sales Operations & Project Coordinator

Key Responsibilities

• Systems & Process Integration
• Project Management: Lead the transition of International team renewal processes into eBuilder/Cityworks workflows.
• Pipeline Hygiene: Audit and resolve 198+ open opportunities in Salesforce spanning 2023–2025 to ensure forecast accuracy.
• Data Migration: Execute data gathering, scrubbing, and SKU mapping for Trimble Unity products to support upcoming migrations.
• Process Optimization & Tech Innovation: Design, build, and deploy an AI agent to streamline the order form process.

• Sales Support & Deal Desk
• Quoting: Generate Trimble Unity Construct quotes and official order forms.
• Compliance & Contracting: Assist the Deal Desk Director with SEC and GSA compliance; manage order fulfillment for GSA and state-scheduled contracts.
• Customer Success Liaison: Resolve roadblocks for O&PS customers and handle complex renewal issues.

• Data & Operations
• CRM Management: Act as a trusted resource for Salesforce configuration, reporting, and automation.
• Client Mapping: Update Enterprise Customer IDs for Unity clients across spreadsheets and DX / Legacy Salesforce; inserting Customer contractual lifecycle status in Legacy Salesforce.
• Gap Analysis: Analyze data models and sales order processes to identify and fix operational inefficiencies.

Required Skills & Qualifications

• Education: Bachelor’s Degree in Business, Finance, or a related field.
• Experience: 1–2 years in revenue-related roles (Sales Ops, Deal Desk, or Renewals).
• Technical Proficiency:
• Strong Salesforce (CRM) skills; e-Builder or Cityworks experience is a significant plus.
• Proficient in AI workflows, with the ability to build and deploy AI agents for process automation.
• Expertise in Google Workspace and MS Excel (data scrubbing/VLOOKUPs).
• Experience with BI Analytics and data visualization is a plus.

• Soft Skills:
• Urgency: Ability to work under pressure and meet tight deadlines.
• Communication: Exceptional oral and written skills for cross-departmental networking.
• Adaptability: Comfortable with shifting priorities and a high volume of miscellaneous tasks.

Benefits

• BCforward offers all eligible employees a comprehensive benefits package including, but not limited to major medical, HSA, dental, vision, employer-provided group life, voluntary life insurance, short-term disability, long-term disability, and 401k.

Job Details

Location: Westminster, CO
Job Type: hybrid or office
Posted: a month ago