Sales Operations Support Specialist

MEI Industrial Solutions; Virginia (IL); On-site; USD 42,000 - 62,000; Full time

Job summary

MEI Industrial Solutions is seeking a Sales Operations Assistant to support the sales team with quotes, orders, and ongoing projects while assisting the accounting department. You will handle paperwork, coordinate with customers, and maintain project cost spreadsheets as well as ensure confidentiality in secured job sites.

The role requires strong organizational skills, experience with Office tools and CRM systems, and the ability to multi-task effectively in a fast-paced environment.

Qualifications

• Associate’s degree or 2 years’ experience in sales operations.
• 2 years’ experience with Microsoft Office Suite (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.
• 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.

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

Communication skills

Organizational skills

Time management

Detail oriented

Confidentiality

Teamwork

Problem solving

Education

Associate degree

Bachelor’s degree preferred

Tools

Word

Excel

Outlook

PowerPoint

Salesforce

Job description

MEI Industrial Solutions is seeking a Sales Operations Assistant to support the sales team with quotes, orders, and ongoing projects while assisting the accounting department. You will handle paperwork, coordinate with customers, and maintain project cost spreadsheets as well as ensure confidentiality in secured job sites.

The role requires strong organizational skills, experience with Office tools and CRM systems, and the ability to multi-task effectively in a fast-paced environment.