Tech-Savvy Sales Operations Coordinator

Optimize Search Group; McKinney (TX); On-site; USD 40,000 - 60,000; Full time

Job summary

Optimize Search Group in McKinney, TX is looking for a highly organized Sales Administrative and Technical Assistant to support a growing sales team. This role goes beyond traditional admin work, handling opportunities, CRM data, proposals, and coordination to keep deals moving forward.

You should be tech-savvy, proactive, able to learn new systems quickly, and comfortable with Excel, CRM, and reporting tools.

Qualifications

• 2+ years of experience in sales support, administration, or a related field.
• Strong Microsoft Office and Excel skills.
• Experience with CRM systems is a plus.
• Bilingual English/Spanish is a plus.
• Ability to work onsite in the Dallas area.

Responsibilities

• Monitor and respond to new sales opportunities.
• Gather customer and project information.
• Maintain accurate information in CRM and other systems.
• Coordinate proposals, pricing, documentation, and customer requirements.
• Schedule meetings and site visits as needed.
• Track open opportunities, deadlines, and follow-up items.
• Communicate with customers and internal team members.
• Follow up on proposals and outstanding information.
• Help coordinate the transition of new business to operations.
• Identify problems, missing information, and process delays.
• Help improve sales processes and administrative efficiency.
• Use technology and automation to reduce unnecessary manual work.
• Keep sales information organized and up to date.

Skills

Strong organizational skills

Excellent follow-through

Proactive, self-directed approach

Strong problem-solving skills

Written and verbal communication

Customer and internal team cooperation

Willingness to learn new systems

Technical aptitude

Microsoft Office/Excel skills

Bilingual English/Spanish (a plus)

Education

College degree preferred

Tools

CRM systems

Microsoft 365

Excel

Reporting tools

Workflow automation

SQL

APIs

Python

Job description

Optimize Search Group in McKinney, TX is looking for a highly organized Sales Administrative and Technical Assistant to support a growing sales team. This role goes beyond traditional admin work, handling opportunities, CRM data, proposals, and coordination to keep deals moving forward.

You should be tech-savvy, proactive, able to learn new systems quickly, and comfortable with Excel, CRM, and reporting tools.