Sales Operations Coordinator: Drive Efficiency

MEI Industrial Solutions; United States; On-site; USD 48,000 - 62,000; Full time

Job summary

MEI Industrial Solutions is seeking a detail-oriented Sales Operations Assistant to support the sales team with quotes, job tracking, and project administration. You will help ensure timely paperwork, accurate cost tracking, and smooth communication between sales and accounting.

This role emphasizes organization, multi-tasking, and confidentiality at secured job sites; you will also handle invoicing inputs, collections, and CRM data to keep projections and storage billing accurate.

Qualifications

• Associate’s degree or 2 years’ experience in sales operations.
• Proficient in Word, Excel, Outlook and PowerPoint.
• Bachelor’s degree preferred.
• 2 years of experience in fast paced construction industry environment preferred.
• Familiarity with Salesforce or other CRM systems.
• Ability to adhere to company processes and drive improvements.
• Self-starter, outgoing personality
• Experience with web-based CRM system.
• Excellent written and oral communication and interpersonal skills with internal and external stakeholders
• Excellent organizational, detail oriented, and time management skills
• Effectively able to maintain discretion and confidentiality of employee and customer information as appropriate.
• Ability to multi-task and process multiple activities successfully
• Demonstrated ability to work under deadlines and time frames effectively with a customer service demeanor.

Responsibilities

• Assist or complete estimates requiring immediate attention while salespersons are in the field.
• Perform collection duties and document all collection related communication.
• Generate daily paperwork, such as work orders, vendor purchase orders, etc. and ensure that all pertinent information is noted, and all necessary documents are attached.
• Communicate with customers as requested regarding change orders, storage confirmations, new customer information packets, etc.
• Coordinate work order requirements (equipment, customer, labor) and communications with dispatch for digital job board.
• Administer the job packet process from collection of job packet documents through preparing packets for final review and submission to accounting department for customer invoicing.
• Create, update, and maintain documents and spreadsheets related to customers, project costs and special projects.
• Complete employee clearance/badging documents for secured job sites with the highest level of confidentiality.
• Apply for and obtain vehicle permits for oversized loads and/or cranes according to each state’s requirements.
• Perform as liaison between the sales department and the accounting department and/or rigging operations department.
• Submit invoicing data, including job cost codes, for services performed while ensuring billing amounts comply with the schedule of values detailed within the customers’ AIA documents.
• Track and maintain accuracy of sales projections within CRM system.
• Develop and update warehousing inventory spreadsheets and submit storage billing data monthly.
• Perform reconciliation and retention of employee credit card transactions and documentation per processes.
• Follow up on submitted estimates and document customer communications.
• Other sales responsibilities or ad hoc responsibilities as needed.

Skills

Sales operations

CRM systems

Microsoft Office

Communication

Time management

Multi-tasking

Education

Associate degree

Bachelor’s degree

Tools

Salesforce

Job description

MEI Industrial Solutions is seeking a detail-oriented Sales Operations Assistant to support the sales team with quotes, job tracking, and project administration. You will help ensure timely paperwork, accurate cost tracking, and smooth communication between sales and accounting.

This role emphasizes organization, multi-tasking, and confidentiality at secured job sites; you will also handle invoicing inputs, collections, and CRM data to keep projections and storage billing accurate.