Sales Ops Coordinator: Streamline Onboarding & Compliance

Omega Morgan, Inc.; Hillsboro (OR); On-site; USD 42,000 - 54,000; Full time

Job summary

Omega Morgan, Inc. seeks an experienced Customer and Sales Administration professional to serve as the primary contact for customer calls and administrative requests, ensuring accurate onboarding and documentation.

You will route inquiries to the Sales team, assist with quotes and invoices, and maintain organized records to support sales and branch operations. The role requires coordinating prequalification with Contracts, Safety, and Finance, handling certificates of insurance, licenses, and

Qualifications

• Associate’s degree preferred, or 2 years of experience in sales and operational support or equivalent combination of education and experience.
• Microsoft Office programs, experience in Customer Resource Management (CRM) programs

Responsibilities

• Serve as primary contact for incoming customer calls and requests, routing to Sales team.
• Support customer onboarding and maintain accurate documentation.
• Answer calls when Salesperson unavailable and route inquiries for follow-up.
• Coordinate customer vendor setup packages and follow up on missing information.
• Assist with quotes, work orders, PO requests, and invoice reconciliation.
• Maintain organized sales records and current customer documents.

Skills

Customer communication

Organizational skills

Team coordination

Education

Associate’s degree or 2 years experience in sales support

Tools

Microsoft Office

CRM programs

SAP

Job description

Omega Morgan, Inc. seeks an experienced Customer and Sales Administration professional to serve as the primary contact for customer calls and administrative requests, ensuring accurate onboarding and documentation.

You will route inquiries to the Sales team, assist with quotes and invoices, and maintain organized records to support sales and branch operations. The role requires coordinating prequalification with Contracts, Safety, and Finance, handling certificates of insurance, licenses, and