The Sales Operations Coordinator supports the sales organization by handling the full lifecycle of customer quotes and sales orders. This role focuses on accuracy, timeliness, and clear communication from initial quote creation through order entry, shipment, and delivery.
This is a process-driven, execution-focused role requiring strong attention to detail, organization, and the ability to work across systems and teams in a fast-paced environment.
Quoting & CRM Support
Create, revise, and issue customer quotes in Salesforce based on inputs from sales and engineering Follow up on open quotes to support timely customer decisions Create and maintain accurate Account, Contact, Opportunity, and Quote records Support lead follow-up and opportunity updates as needed Ensure CRM data accuracy throughout the sales lifecycle Order Processing & ERP Support
Convert approved purchase orders into sales orders within the ERP system Send order acknowledgements and confirm order details, lead times, and delivery expectations Monitor open orders and projected ship dates to support timely fulfillment Track shipments and provide proactive customer updates Log customer communications into ERP and CRM systems Use Excel and system reports to support order allocation and shipping forecasts Customer & Internal Communication
Serve as a primary point of contact for quote- and order-related inquiries Respond to internal and external requests in a timely and professional manner Coordinate with logistics on urgent or high-priority shipments Partner with finance on customer setup, credit requests, and account updates Submit product or item setup requests to the appropriate teams Operational Support
Support customer-specific portals and pricing updates following approval Follow documented processes to ensure consistency and accuracy Cross-train with other Sales Operations Coordinators to ensure coverage and continuity Qualifications
Education & Experience
High school diploma or equivalent required 1–4 years of experience in sales operations, customer service, inside sales support, or order processing Salesforce experience required ERP experience preferred (Kenandy, Rootstock, SAP, or similar) Skills
Strong attention to detail and organizational skills Clear written and verbal communication skills Ability to handle multiple priorities and deadlines Comfortable working cross-functionally in a structured environment
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Create, revise, and issue customer quotes in Salesforce based on inputs from sales and engineering Follow up on open quotes to support timely customer decisions Create and maintain accurate Account, Contact, Opportunity, and Quote records Support lead follow-up and opportunity updates as needed Ensure CRM data accuracy throughout the sales lifecycle Order Processing & ERP Support
Convert approved purchase orders into sales orders within the ERP system Send order acknowledgements and confirm order details, lead times, and delivery expectations Monitor open orders and projected ship dates to support timely fulfillment Track shipments and provide proactive customer updates Log customer communications into ERP and CRM systems Use Excel and system reports to support order allocation and shipping forecasts Customer & Internal Communication
Serve as a primary point of contact for quote- and order-related inquiries Respond to internal and external requests in a timely and professional manner Coordinate with logistics on urgent or high-priority shipments Partner with finance on customer setup, credit requests, and account updates Submit product or item setup requests to the appropriate teams Operational Support
Support customer-specific portals and pricing updates following approval Follow documented processes to ensure consistency and accuracy Cross-train with other Sales Operations Coordinators to ensure coverage and continuity Qualifications
Education & Experience
High school diploma or equivalent required 1–4 years of experience in sales operations, customer service, inside sales support, or order processing Salesforce experience required ERP experience preferred (Kenandy, Rootstock, SAP, or similar) Skills
Strong attention to detail and organizational skills Clear written and verbal communication skills Ability to handle multiple priorities and deadlines Comfortable working cross-functionally in a structured environment
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