Office Admin, M&E (Valuation Services)

Ontario Trillium Foundation; Lehi (UT); On-site; USD 42,000 - 64,000; Full time

Job summary

Peak Business Valuation, an Amplēo Company, is seeking an organized Operations Coordinator to support the Machinery & Equipment Appraisal division. You will oversee project flow from intake to delivery, coordinating complex engagements and travel logistics so clients experience seamless service.

The role focuses on proactive coordination, CRM workflow management, and collaboration with the appraisal team to ensure timely, accurate outcomes for lenders, owners, attorneys, and internal

Qualifications

• Highly organized, proactive, and able to manage multiple priorities.
• Excellent communication with lenders, owners, attorneys, and internal teams.
• Experience coordinating engagements across multiple industries and locations.

Responsibilities

• Coordinate multi-state inspection schedules and allocate resources.
• Route opportunities through HubSpot CRM and track progress.
• Arrange nationwide travel: flights, hotels, and ground transportation.
• Prepare documentation for appraisals, proposals, and liquidations.
• Maintain accurate project files in Google Drive and internal systems.

Skills

Project coordination

HubSpot CRM

Travel logistics

Customer service

Cross-functional teamwork

Tools

HubSpot CRM

Google Drive

Job description

About the Role

Peak Business Valuation, an Amplēo Company, is seeking a highly organized and proactive Operations Coordinator to support our Machinery & Equipment Appraisal division. This role serves as the operational backbone of the appraisal team, ensuring projects move efficiently from client intake through delivery while providing exceptional service to lenders, business owners, attorneys, and internal stakeholders.

This is not a traditional administrative role. You'll coordinate complex appraisal engagements across multiple industries, manage travel and logistics for field inspections nationwide, oversee CRM workflows, and keep projects on schedule. Success in this role requires exceptional organization, attention to detail, and the ability to anticipate needs before they arise.

You'll work closely with our Lead Appraiser and appraisal team, helping deliver high-quality client experiences while supporting one of the nation's leading valuation firms.

If you enjoy solving problems, managing multiple priorities, and creating order in a fast-paced professional services environment, this is an opportunity to make a meaningful impact.

Day-to-Day Operations

On any given day, you may be coordinating a multi-state inspection schedule in the morning, routing SBA lending opportunities through HubSpot before lunch, and preparing documentation for an equipment liquidation engagement in the afternoon. No two days are the same, and your ability to stay organized keeps projects moving efficiently.

You own the operational coordination of the Machinery & Equipment Appraisal team, ensuring clients, appraisers, and business partners have the information and resources they need throughout every engagement.

Client & Project Coordination

• Coordinate incoming appraisal requests and assign projects through HubSpot CRM.
• Route SBA lending opportunities and internal referrals to the appropriate appraiser.
• Monitor project timelines and proactively communicate project status with internal and external stakeholders.
• Serve as a professional point of contact for lenders, attorneys, accountants, business owners, and clients throughout the appraisal process.

Travel & Logistics

• Coordinate nationwide travel for field inspections, including flights, hotels, rental vehicles, and itineraries.
• Schedule multi-state inspection trips while maximizing travel efficiency and managing project budgets.
• Prepare travel documentation and support appraisers before, during, and after field engagements.

Proposal & Auction Coordination

• Prepare and distribute Requests for Proposals (RFPs) to industrial auction houses and liquidation partners.
• Coordinate communications for asset liquidation and auction-related projects.
• Track proposal responses and maintain project documentation.

CRM & Administrative Operations

• Maintain accurate project information within HubSpot CRM.
• Create and manage workflows, task assignments, and automated reminders.
• Organize appraisal files and maintain accurate project documentation.
• Manage secure document storage and enforce appropriate access controls across Google Drive and internal systems.

Event & Marketing Support

• Coordinate logistics for trade shows, conferences, and industry events, including booth shipments, travel arrangements, and event materials.
• Support post-event follow-up activities and HubSpot marketing workflows.
• Assist with special projects and operational initiatives that improve efficiency across the appraisal division.

What Success Looks Like

The ideal candidate is proactive, resourceful, and thrives in a fast-paced environment. You anticipate needs before they arise, communicate effectively with both internal teams and clients, and bring structure to complex projects. You enjoy building efficient processes, solving logistical challenges, and ensuring every client engagement runs smoothly from start to finish.

Most importantly, you'll embody Amplēo's commitment to exceptional client service by operating with professionalism, accountability, and a solutions-oriented mindset.