Strategic Sales & Operations Coordinator

Omega Morgan, Inc.; Hillsboro (OR); On-site; USD 42,000 - 65,000; Full time

Job summary

Omega Morgan, Inc. seeks a detail-oriented Administrative Specialist to support Customer and Sales activities in our Hillsboro office.

You will handle customer calls, onboarding, vendor setup, quotes, and billing, while coordinating with Contracts, Safety, and Finance for prequalification needs. You will maintain accurate customer records, assist with daily dispatch and job board updates, and ensure smooth handoffs between Sales and Operations for assigned projects.

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 a primary point of contact for incoming customer calls and administrative requests, routing to Sales.
• Support customer onboarding and maintain accurate customer documentation.
• Answer calls when Salesperson unavailable, gather details, and route inquiries to Sales team.
• Coordinate customer vendor setup packages and follow up on missing information.
• Assist with quotes, work orders, PO requests, and customer billing or invoice reconciliation.
• Maintain organized sales records and ensure customer documents remain current.
• Coordinate requests with Contracts, Safety, and Finance for prequalification requirements.
• Manage prequalification submissions in ISNetworld, Avetta, Veriforce, ConstructSecure.
• Track documentation expiration dates and renewals; keep records current.
• Maintain authorized access records for vendor setup and prequalification platforms.

Education

Associate's degree or equivalent

Tools

Microsoft Office

CRM systems

SAP

Job description

Omega Morgan, Inc. seeks a detail-oriented Administrative Specialist to support Customer and Sales activities in our Hillsboro office.

You will handle customer calls, onboarding, vendor setup, quotes, and billing, while coordinating with Contracts, Safety, and Finance for prequalification needs. You will maintain accurate customer records, assist with daily dispatch and job board updates, and ensure smooth handoffs between Sales and Operations for assigned projects.