Crane Sales Operations Coordinator

Omega Morgan•Hillsboro, OR

About The Position

The Sales Operations Coordinator provides administrative support to the Crane Sales team and coordinates with Contracts, Safety, Finance, and Operations departments. This role maintains customer and compliance documentation, supports customer and vendor setup, helps manage sales and job records, and follows through on time-sensitive requests. Responsibilities include crane lift planning, FAA / Street Use Permits, and coordinating Traffic Control. This role can serve as a training ground for advancement into outside sales or project management.

Requirements

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, and route each request to the appropriate Sales team member.
Support customer onboarding and maintain accurate customer documentation.
Answer calls from Omega Morgan’s main phone line when Salesperson is not available, gather relevant customer and project details, and route each inquiry to the appropriate Sales team member for follow-up.
Coordinate customer vendor setup packages and follow up on missing information.
Assist with quotes, work orders, purchase-order requests, and customer billing or invoice reconciliation.
Maintain organized sales records and help ensure required customer documents remain current.
Coordinate requests with Contracts, Safety, and Finance to complete customer prequalification requirements.
Complete and maintain prequalification submissions in platforms such as ISNetworld, Avetta, Veriforce, and ConstructSecure.
Coordinate certificates of insurance and collect licenses, certifications, and other supporting compliance documentation.
Track document expiration dates and renewal requirements, and follow up to keep records current.
Maintain authorized access records for vendor setup, licensing, and prequalification platforms in accordance with company practices.
Coordinate administrative handoffs between Sales and Operations for assigned jobs and projects.
Support the Sales leader and superintendent by keeping the job board current and assisting with daily dispatch communications as directed.
Track requests for rental equipment and help ensure equipment is called off rent promptly and accurately.
Identify missing information, follow up with the appropriate owner, and help resolve administrative issues before they delay customer or branch work.
Act as Sales Point of Contact for all Temporary Street Use Permitting and Traffic Control. Submit Traffic Control Plans to city jurisdictions for approval and coordinate scheduling.
Act as Sales Point of Contact for FAA determinations for applying for crane tip height permitting in proximity to airports. Manage permit process and follow through with coordinated dates.
Act as Sales Point of Contact for lift planning. Utilize internal lift plan software to develop lift plans and adjust changes for customer and operational support.
Use Microsoft Office, CRM tools, SAP, and other office systems to maintain accurate information and support assigned workflows.
Communicate clearly with customers, employees, and cross-functional partners in writing and by phone.
Organize competing priorities, meet multiple deadlines, and follow through on commitments.
Support additional administrative work that contributes to the Sales team and branch's success.