SALES OPERATIONS & SYSTEMS COORDINATOR

Shearwater Group; Richmond; Hybrid; GBP 31,000 - 53,000; Full time

Job summary

A growing company in the B2B sector is seeking a Sales Operations & Systems Coordinator to support its Sales Operations team. This role involves enhancing workflows across Shopify B2B and CRM while liaising with cross-functional teams. The ideal candidate has experience in sales operations with strong attention to detail and multitasking abilities. A hybrid work model is available, and the role includes a salary range between $41,600 and $70,000 annually, along with generous benefits.

Benefits

Flex time

Paid life and dental insurance

Group retirement savings plan

5 personal days per year

Diving training opportunities

Performance-based bonuses

Local parking available

Qualifications

• 3–5 years in Sales Operations or Dealer Support in wholesale or B2B.
• Experience with process improvement and systems integration.
• Strong attention to detail and multitasking abilities.

Responsibilities

• Support workflows across Shopify B2B and CRM platforms.
• Collaborate with Marketing, Logistics, and IT teams.
• Process dealer orders using Shopify B2B and Zendesk.

Skills

Sales Operations

Inside Sales

Process Improvement

Customer Service

Communication

Excel

Tools

Shopify B2B

Business Central

CRM tools

Zendesk

Job description

Job Posting: Sales Operations & Systems Coordinator (Hybrid)

Job Summary

The Sales Operations & Systems Coordinator supports the growth and efficiency of the Sales Operations team by combining inside sales, system administration, and dealer support. This role ensures seamless workflows and data accuracy across Shopify B2B, Business Central, and CRM systems, while providing excellent service to our dealer network.

The ideal candidate has experience in wholesale or B2B account management, thrives in a fast‑paced, detail‑focused environment, and is committed to building scalable processes that improve dealer experience, data integrity, and operational performance.

Responsibilities and Duties

• Support and enhance workflows across Shopify B2B, Business Central, and CRM platforms.
• Collaborate with cross‑functional teams such as Marketing, Logistics, IT, Finance, and Production to align communication and workflows.
• Test and document system updates; maintain SOPs, training materials, and process documentation.
• Support sales initiatives including dashboards, lead tracking, and pipeline visibility.
• Identify and recommend logistics and shipping workflow improvements using system tools (e.g., Pacejet, carrier automation, export tools).
• Provide professional dealer support via phone, email, and Zendesk.
• Resolve product, order, and logistics inquiries with proactive solutions.
• Assist with dealer onboarding, new account setup, and opportunity management.
• Identify upsell and cross‑sell opportunities and support general sales forecasting through order insights.

3. Order Management & Logistics Coordination (40%)

• Receive, prioritize, and process dealer orders using Shopify B2B and Zendesk.
• Provide timely order confirmations, shipping updates, and lead‑time communication.
• Validate pricing, product codes, and payment status to maintain system accuracy.
• Reconcile Shopify/Stripe transactions and verify payments prior to order release.
• Process returns, issue credits, and support AR reporting with Finance.
• Liaise with carriers (e.g., DHL, FedEx) and ensure accuracy of export documentation, HS codes, and shipment tracking.
• Monitor shipments, resolve delivery issues, and elevate carrier concerns when required.

What You Bring

Must‑Have Qualifications

• 3–5 years in Sales Operations, Inside Sales, or Dealer Support (wholesale, manufacturing, or B2B).
• Experience with process improvement and/or systems integration.
• Hands‑on experience with Shopify B2B, ERP systems (Business Central), and CRM tools.
• Strong attention to detail, communication, organization, and multitasking abilities.
• Proficiency in Excel and comfort with support platforms such as Zendesk.
• Customer‑service experience with strong collaboration and financial/business acumen.
• Must reside in the GVA area. Hybrid work flexibility available.

Nice‑to Have Qualifications:

• Experience with EDI systems.
• Dive industry exposure or interest.
• Background in wholesale account management or B2B sales.
• Knowledge of seasonal demand planning or inventory forecasting.
• Experience with additional eCommerce platforms (e.g., NuOrder).

Salary Range

Career Band 1: $41,600- 70,000/ year

These are some of the benefits Shearwater employees enjoy:

• Flex time and Hybrid work site arrangements for most professional staff.
• Company paid Life, AD&D, Dental, Extended Health, EAP Plan + Health Spending Account.
• Group RSP with company matching contributions.
• 5 personal days per calendar year (paid out if not used).
• Diving – open water ticket, dry suit and advanced training company paid.
• Bonuses based on successful annual financial performance of the company
• 10 minute tenant shuttle (or bus) from Skytrain and local Parking available

Learn more about what it is like to work at Shearwater, including the culture, values, and benefits.