Sales & Field Operations Coordinator

Carolina Office Solutions; Charlotte (NC); On-site; USD 45,000 - 65,000; Full time

Job summary

Carolina Office Solutions in Charlotte, NC seeks a Sales Coordinator to support the sales process from opportunity through post-sale, keeping job data organized, coordinating with vendors and customers, and ensuring complete information before handoff to Scheduling and Operations.

You will be a key link between Sales, customers, vendors, Scheduling, and Operations to keep projects moving and minimize delays. On-site, with hours 7:30 am–4:00 pm, Monday–Friday.

Qualifications

• 3+ years of experience in sales coordination, sales support or order processing.
• Experience coordinating crews, installations, deliveries, and multiple simultaneous projects.
• Bachelor's degree not required; related operations/logistics/business admin education is a plus.
• Proficient in professional customer communication with vendors and internal teams.
• Tracks orders, timelines, and deliverables to ensure timely completion.
• Adaptable to changing customer needs and project requirements.
• Proficient in Microsoft Office, particularly Excel and Outlook.
• Maintains accurate sales records and customer documentation.

Responsibilities

• Participate in layout reviews and project discussions when field input is needed.
• Perform field measurements using COS templates and help confirm site conditions before a project moves forward.
• Help identify potential field issues early so Sales and Operations have accurate information before installation.
• Coordinate closely with Operations on daily priorities, job coverage, and project execution.
• Attend production meetings and later-stage project meetings as needed.
• Conduct pre-job walkthroughs and communicate whether the site appears ready for installation.
• Raise conflicts, delays, missing information, or risks early and discuss proposed solutions before they are implemented.
• Provide clear field information so jobs can be prepared and executed with fewer surprises.
• Represent COS professionally on site and serve as a knowledgeable field contact.
• Answer appropriate field questions and communicate important customer updates back to Operations.
• Complete post-job walkthroughs, identify outstanding items, and help drive punch-list items through completion.
• Help create a customer experience where projects are completed correctly and return trips are minimized.
• Conduct site walkthroughs to confirm readiness before installation.
• Monitor construction conditions and raise concerns when delays or site conditions may require COS to adjust plans.
• Make stop-by visits to active projects to confirm work is being completed correctly.
• Ensure products are built and installed according to COS direction.
• Troubleshoot field issues and exercise sound judgment when something looks off.
• Be capable of stepping in and independently completing a job or assigned punch-list work.

Skills

Project coordination

Customer communication

Sales support

Multi-tasking

MS Excel

MS Outlook

Education

Operations management / logistics / business administration

Tools

Excel

Outlook

Microsoft Office

Job description

Carolina Office Solutions in Charlotte, NC seeks a Sales Coordinator to support the sales process from opportunity through post-sale, keeping job data organized, coordinating with vendors and customers, and ensuring complete information before handoff to Scheduling and Operations.

You will be a key link between Sales, customers, vendors, Scheduling, and Operations to keep projects moving and minimize delays. On-site, with hours 7:30 am–4:00 pm, Monday–Friday.