Sales Operations Coordinator — CRM & Proposals

Ideatek Telcom LLC; Buhler (KS); On-site; USD 45,000 - 65,000; Full time

Job summary

IdeaTek is seeking a Business Sales Coordinator to support the sales team by driving operational efficiency across the sales process. You will help keep reporting accurate, CRM activity clean, proposals moving, and customer handoffs seamless.

You’ll act as a key connection between sales, customer success, and internal teams, removing administrative friction so reps can focus on building relationships and revenue.

Qualifications

• 2-4 years of experience in sales operations, sales coordination, or administrative support within a B2B environment.
• Experience working with CRM systems
• Proficiency with Microsoft 365 or Google Workspace tools (ex. Excel and/or Google Sheets)
• Experience with electronic signature tools such as DocuSign or similar platforms.
• Strong attention to detail with the ability to manage multiple priorities and deadlines.
• Strong written and verbal communication skills.
• Ability to work effectively across departments and keep stakeholders aligned.
• Proactive problem-solving skills with the ability to identify gaps and help drive solutions.
• Ability to handle sensitive customer and business information with professionalism.

Responsibilities

• Compile weekly and monthly sales forecasts, activity reports, and pipeline updates for sales leadership.
• Draft proposals, service agreements, and E-Rate bids.
• Coordinate service agreements through internal review and legal modification processes.
• Monitor CRM workflows, deal stages, and data-entry standards to improve pipeline accuracy and reporting.
• Maintain clean, accurate customer and account records within the CRM.
• Submit completed sales orders and help ensure pipeline information remains current and accurate.
• Coordinate team meetings, onboarding schedules, and training for new sales hires on internal tools and sales processes.
• Ensure customer requirements, pre-sale commitments, and contract details are clearly documented for customer success.
• Route implementation roadblocks and post-sale account issues to the appropriate internal teams.
• Help develop and improve SOPs, workflows, and processes that increase team efficiency and scalability.

Skills

CRM systems

Attention to detail

Communication skills

Cross-department collaboration

Proactive problem solving

Tools

DocuSign

Microsoft 365

Google Workspace

Job description

IdeaTek is seeking a Business Sales Coordinator to support the sales team by driving operational efficiency across the sales process. You will help keep reporting accurate, CRM activity clean, proposals moving, and customer handoffs seamless.

You’ll act as a key connection between sales, customer success, and internal teams, removing administrative friction so reps can focus on building relationships and revenue.