Sales Operations Coordinator - Remote

Overview

The Sales Operations Coordinator provides overall day-to-day support to ensure the effective data management of all sales proposals and opportunities, playing a critical role in the growth of the agency.

In Short

• Maintain CRM data for various agency business development teams
• Work with Financial Analysts to manage changes to weekly forecast
• Build reports within Excel and CRM for daily, weekly and monthly reporting
• Audit and compare data reports for discrepancies
• Participate in account management and business development weekly meetings
• Measure and maintain quality of ongoing processes
• Document, communicate and drive compliance of policies and processes

Requirements

• Two years of Salesforce.com or financial data entry experience
• Strong Excel skills
• Experience with budget and financial management
• Knowledge of project management tools and procedures
• Ability to take initiative to learn and produce high quality work
• Ability to work on multiple projects simultaneously
• Excellent written and oral communication skills

Benefits

• Full time position
• Opportunities for growth and development
• Health & Dental Insurance
• 100% Employer paid short-term disability and life insurance
• 401(K) with employer match
• Flexibility in work schedules
• Generous time off