Sales Ops Specialist - CRM, Quotes & Coordination

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

Job summary

MEI Industrial Solutions in Chantilly, VA seeks a Sales Operations Assistant to support the sales staff with quotes, orders, and project coordination. The role acts as a bridge to accounting, ensuring accurate documentation and timely invoicing.

The candidate will manage CRM data, assist with estimates, track collections, and prepare daily paperwork. Strong Microsoft Office and CRM familiarity are essential, including confidentiality and multi-tasking in a fast-paced environment.

Qualifications

• Associate’s degree or 2 years’ experience in sales operations capacity.
• 2 years’ experience with Microsoft Office Suite (Word, Excel, Outlook and PowerPoint).
• Bachelor’s degree preferred.
• 2 years’ 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.
• Excellent organizational, detail oriented, and time management skills.
• Ability 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 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

Microsoft Office

CRM systems

Communication

Time management

Self-starter

Education

Associate’s degree or equivalent experience

Bachelor’s degree preferred

Tools

Salesforce

Job description

MEI Industrial Solutions in Chantilly, VA seeks a Sales Operations Assistant to support the sales staff with quotes, orders, and project coordination. The role acts as a bridge to accounting, ensuring accurate documentation and timely invoicing.

The candidate will manage CRM data, assist with estimates, track collections, and prepare daily paperwork. Strong Microsoft Office and CRM familiarity are essential, including confidentiality and multi-tasking in a fast-paced environment.