Sales Operations Lead: Account Coordination

Paylocity; Kansas City (MO); On-site; USD 55,000 - 75,000; Full time

Job summary

Paylocity is seeking an Account Coordination Supervisor to lead a Sales support team and actively assist customers with orders. The role emphasizes hands-on coaching, accurate order processing, and cross-functional coordination with sales, logistics, and operations.

The ideal candidate has 3–5 years in sales operations or order management, with leadership experience preferred, and strong ERP and MS Office skills.

Qualifications

• 3–5 years of experience in sales operations, customer service, or order management.
• 1–2 years of leadership or team lead experience preferred.
• Strong understanding of order flow, logistics, and customer coordination.
• Experience with ERP systems (NetSuite preferred).
• Proficient in MS Office (Outlook, Excel, Word, PowerPoint).

Responsibilities

• Lead, coach, and develop a Sales support team.
• Ensure accurate and timely entry, processing, and follow-up for customer orders.
• Coordinate with sales, warehouse, and logistics teams to fulfill orders.
• Escalate and resolve customer inquiries and issues.
• Assist with pricing, quoting, and order adjustments as needed.
• Promote standard work and best practices across the team.
• Support system optimization (NetSuite, RF-Smart, or other tools).
• Coordinate product samples and presentation materials for customers.
• Maintain strong relationships with key customers through proactive communication.

Skills

Leadership

Team leadership

Order management

ERP systems

Customer service

Communication

Problem solving

Organization

Tools

NetSuite

RF-Smart

Microsoft Office

Job description

Paylocity is seeking an Account Coordination Supervisor to lead a Sales support team and actively assist customers with orders. The role emphasizes hands-on coaching, accurate order processing, and cross-functional coordination with sales, logistics, and operations.

The ideal candidate has 3–5 years in sales operations or order management, with leadership experience preferred, and strong ERP and MS Office skills.