Business Systems Coordinator

Opterra Solutions, Inc.; Lexington (SC); On-site; USD 55,000 - 75,000; Full time

Job summary

Opterra Solutions, Inc. is seeking a Business Systems Coordinator in Lexington, SC to ensure accurate data across Sales, Operations and client portals.

You will manage data imports/exports, CRM cleanliness, and system reporting while supporting ZoomInfo integration and process improvements. The role requires 2+ years in Sales Operations or related fields, with strong problem solving, organization, and communication skills.

Qualifications

• High School Diploma or equivalent.
• 2+ years in Sales Operations, Business Systems, Data Management, or related field; bachelor’s degree acceptable.
• Strong computer skills; able to navigate multiple business systems and software platforms.
• Strong problem-solving and data troubleshooting abilities.
• Strong organizational and attention-to-detail skills with large information sets.
• Strong communication and cross-functional collaboration abilities.
• Self-motivated; able to work independently and meet deadlines.
• Ability to manage data imports/exports and standardized processes.
• Experience with CRM systems and data reporting preferred (ZoomInfo, NetSuite, Salesforce a plus).

Responsibilities

• Exemplify Opterra's five core values (Safety, Others, Integrity, Initiative, and Passion).
• Manage the flow of information between client portals, Sales, Operations, and Opterra’s internal systems.
• Monitor client portal requirements, approvals, tasks, proposals, purchase orders, and other customer-specific processes.
• Ensure information is accurately transferred between client portals and Opterra systems.
• Identify communication or system gaps and work with the appropriate teams to resolve issues.
• Establish and maintain standardized processes for managing information between systems.
• Oversee data imports/exports and transaction management.
• Maintain CRM cleanliness and accurate customer, sales, and transaction records.
• Work with Sales to ensure lead data supports territory management and business development.

Skills

Computer skills

Problem solving

Attention to detail

Communication

Independent work

Data imports/exports

Process standardization

CRM data management

Experience with multiple systems

Education

High School Diploma or equivalent

Bachelor’s degree in related field

Tools

ZoomInfo

NetSuite

Salesforce

Spreadsheets

Job description

Lexington Service
Lexington, SC 29072, USA

Description

JOB TITLE: Business Systems Coordinator

REPORTS TO: VP of National Accounts

FLSA STATUS: Non-Exempt

SUMMARY

TheBusiness Systems Coordinator roleis responsible for maintaining the accuracy, organization, and flow of information across Opterra’s business systems. This position serves as a key connection betweenSales, Operations, client portals, and technology platforms, ensuring information is transferred accurately and processes are consistent. The role will manage system data, lead imports and exports, maintain CRM and transaction cleanliness, support ZoomInfo integration, troubleshoot system issues, and help improve processes to make Opterra’s systems more efficient and reliable.

QUALIFICATIONS/SKILLS/ABILITIES

• High School Diploma or equivalent


• 2+ years of experiencein Sales Operations, Business Systems, Data Management, or a related fieldand/or a bachelor’s degree in a related field


• Strong computer skills and the ability tolearn and navigate multiple business systems and software platforms


• Strong problem-solving skills with the ability to troubleshoot system and data issues


• Strongorganizational and attention-to-detail skillswith the ability to manage large amounts of information accurately


• Strong communication skills and the ability to work effectively with Sales, Operations, and other internal teams


• Self-motivated and able to work independently while meeting deadlines and managing multiple priorities


• Ability to managedata imports/exports and identify errors or inconsistencies


• Ability to establish and followstandardized processes and procedures


• Experience withCRM systems, data management, spreadsheets, and system reportingpreferred


• Experience withZoomInfo, NetSuite, Salesforce, or similar business systemsis a plus

PHYSICAL REQUIREMENTS

• Must have the ability to sit and work at a desk on a computer for extended periods

DUTIES AND RESPONSIBILITIES

• Exemplify our five core values (Safety, Others, Integrity, Initiative, and Passion)


• Manage the flow of information betweenclient portals, Sales, Operations, and Opterra’s internal systems


• Monitor client portal requirements, approvals, tasks, proposals, purchase orders, and other customer-specific processes


• Ensure information is accurately transferred between client portals and Opterra systems


• Identify communication or system gaps and work with the appropriate teams to resolve issues


• Establish and maintain standardized processes for managing information between systems

Data Import / Export & Transaction Management

• Manage the import and export ofleads, SOs, approvals, tasks, proposals, and related records


• Ensure data is transferred accurately, efficiently, and consistently between systems


• Maintain standardized procedures and documentation for recurring data imports and exports


• Troubleshoot errors, missing information, duplicate records, and failed data transfers


• Identify opportunities to streamline or automate repetitive data-entry and transfer process

Record Organization & Data Integrity

• Maintainaccurate, complete, and organized customer, sales, and transaction records


• Establish and maintain standards for CRM and system cleanliness


• Regularly review records for missing information, duplicates, incorrect assignments, outdated data, and inconsistencies


• Ensure opportunities, proposals, SOs, tasks, approvals, and customer records are properly connected and documented


• Work with Sales and Operations to correct data issues and improve ongoing data accuracy


• Manage the import and export oflead data between ZoomInfo and Opterra’s internal systems


• Maintain clean, accurate, and usable prospect and lead data


• Ensure new leads are properly assigned, categorized, and entered into the appropriate Opterra systems


• Identify duplicate, outdated, or incomplete prospect records and coordinate corrections


• Work with Sales leadership to ensure lead data supportsterritory management, prospecting, and business development efforts


• Continuously improve the quality and usability of Opterra’s prospect database


• Perform other duties as assigned

Opterra Solutions, Inc. is an equal opportunity employer. Qualified applicants will receive consideration without regard to race, color, religion, age, sex, national origin, marital status, disability status, genetics, political affiliation, protected veteran status, pregnancy, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.