Sales Operations Lead: CRM, Scheduling & Collaboration

The Family Security Plan; Baltimore (MD); On-site; USD 29,000 - 39,000; Full time

Job summary

The Family Security Plan is seeking a Sales Operations Coordinator to keep our sales team moving and our partners connected. You will act as a dependable hub, coordinating field agents, internal departments, and credit union partners to ensure smooth operations and timely information flow.

The role requires 5+ years in sales operations or related support, proficiency with CRM systems and Excel, and strong communication skills to build relationships and manage changing priorities.

Qualifications

• 5+ years in sales operations, customer service, or administrative support.
• Comfortable with CRM systems and confident in Excel.
• Clear and professional communication, with ability to build relationships.
• Stay calm and organized when priorities shift.
• Trusted with confidential information.

Responsibilities

• Build and share schedules so field agents are at the right place at the right time.
• Keep credit union contacts informed about attendance, schedule changes, and time off.
• Connect teams across Compliance, Quality Assurance, Business Development, IT, Marketing, and more.
• Keep our CRM accurate and up to date.
• Manage inventory and promotional items for credit union branches.
• Help plan Member Appreciation events and join branch huddles.
• Lead special projects and find smarter ways to work.

Skills

CRM systems

Excel

Education

Associate's or Bachelor's degree

Job description

The Family Security Plan is seeking a Sales Operations Coordinator to keep our sales team moving and our partners connected. You will act as a dependable hub, coordinating field agents, internal departments, and credit union partners to ensure smooth operations and timely information flow.

The role requires 5+ years in sales operations or related support, proficiency with CRM systems and Excel, and strong communication skills to build relationships and manage changing priorities.