Global Sales Operations Coordinator

Johnson Controls; Milwaukee (WI); On-site; USD 33,000 - 49,000; Full time

Benefits offered by this job

Competitive Starting Pay

Paid Training

Referral Bonuses

Comprehensive Benefits

Medical/Dental/Vision insurance

Health Savings Account (HSA)

Life Insurance

401(k) savings plan with company match

Short-Term and Long-Term Disability

Employee Assistance Program

Wellness Program

Job summary

Johnson Controls is seeking a Sales Coordinator to support local sales by coordinating sales administration, reporting, forecasting, events, and order processing. The role acts as a liaison between Sales, Operations, and Finance to ensure accurate data, timely execution, and a seamless customer experience from PO through job booking.

You will maintain opportunity and activity records, prepare communications, support pipeline and forecasting activities, and help drive process improvements while

Qualifications

• Associate degree or equivalent work experience.
• Experience in sales coordination, sales operations, customer operations, order processing, project administration, or a related support role.
• Strong organizational skills with exceptional attention to detail and follow-through.
• Demonstrated ability to analyze data and communicate effectively.
• Proficiency with Microsoft Excel, Outlook, Word, and Teams.
• Experience working with CRM systems.
• Ability to manage multiple priorities and collaborate effectively across cross-functional teams.
• Strong verbal and written communication skills.
• Preferred Salesforce, SelNav, ERP systems, booking platforms, or reporting tools experience.
• Experience supporting forecasting, pipeline management, business reporting, and operational reviews.
• Experience coordinating customer-facing events, trade shows, or marketing activities.
• Knowledge of contract review, customer setup, project turnover, and order booking processes.
• Experience in HVAC, Controls, Building Solutions, construction, or project-based sales environments.
• Continuous improvement, process management, or standard work experience.

Responsibilities

• Coordinate the customer order process from receipt of customer purchase orders and contracts through Sales-to-Operations turnover and final job booking.
• Maintain visibility of order status, ownership, next actions, blockers, and aging items to support timely progression through the process.
• Ensure required contract reviews, approvals, customer and site setup activities, Salesforce data, SelNav information, and project documentation are complete prior to downstream handoffs.
• Coordinate Sales-to-Operations turnover activities and confirm turnover acceptance before jobs proceed to booking.
• Support booking readiness by issuing required handoff documentation and coordinating resolution of open items, holds, and missing information.
• Escalate aging work items and recurring process issues to appropriate stakeholders.
• Maintain accurate opportunity, account, contact, bid calendar, and sales activity records within designated business systems.
• Prepare sales communications, presentations, meeting materials, and follow-up documentation.
• Support account setup, opportunity management, pipeline activities, and other branch sales processes.
• Respond to routine customer inquiries and route commercial or technical questions to the appropriate resource.
• Compile, validate, and analyze sales, pipeline, forecast, and booking data from approved systems and sources.
• Prepare recurring reports, dashboards, and business summaries to support Sales and Branch leadership.
• Identify data discrepancies, aging items, unusual variances, and opportunities requiring follow-up.
• Coordinate forecasting activities, including data collection, reporting cadence, review meetings, and action tracking.
• Maintain consistency of reporting, data definitions, and version control for recurring business metrics.
• Coordinate customer events, Lunch & Learns, trade shows, branch meetings, and marketing activities.
• Manage invitations, registrations, presenters, facilities, catering, communications, event materials, and vendor coordination.
• Track attendance, event costs, feedback, and post-event follow-up activities.
• Monitor process performance metrics including cycle times, booking timeliness, open-item aging, and process quality.
• Participate in process improvement activities and recommend enhancements to standard work, training materials, reporting, and automation.
• Maintain confidentiality of customer, contract, and company information while adhering to company policies and procedures.

Skills

Sales coordination

CRM systems

Microsoft Excel

Data analysis

Cross-functional collaboration

Verbal and written communication

Education

Associate degree or equivalent

Tools

Salesforce

SelNav

ERP systems

Booking platforms

Reporting tools

Job description

Johnson Controls is seeking a Sales Coordinator to support local sales by coordinating sales administration, reporting, forecasting, events, and order processing. The role acts as a liaison between Sales, Operations, and Finance to ensure accurate data, timely execution, and a seamless customer experience from PO through job booking.

You will maintain opportunity and activity records, prepare communications, support pipeline and forecasting activities, and help drive process improvements while