Sales Operations Coordinator
About The Position
We are seeking a highly organized and detail-oriented Sales Coordinator to support our sales operations. The ideal candidate will play a key role in streamlining complex deals, coordinating bid and RFP processes, maintaining Salesforce accuracy, and supporting process consistency across regions. This position is designed for someone who can think strategically while managing executional details, work cross-functionally, and enforce process discipline, all while freeing up sales teams to focus on customer engagement and revenue generation.
Requirements
- 3+ years of experience in sales support, operations, or coordination roles
- Strong understanding of CRM platforms (Salesforce required)
- Demonstrated experience managing complex projects or proposals
- Excellent organizational, communication, and time management skills
- Ability to work across teams and influence without direct authority
- High attention to detail and ability to manage multiple priorities in a fast-paced environment
Responsibilities
- Own the intake, compilation, and submission of high-value RFPs and proposals
- Coordinate with Sales, Service, Leasing, and Admin teams to ensure all documentation is complete and accurate
- Maintain deal compliance in Salesforce
- Route deals for approval according to company pricing and margin standards
- Relieve sales reps of day-to-day administrative tasks including assisting in paperwork accuracy, lease agreements, and intake forms
- Assist with creation and maintenance of pricing agreements and contract documentation for sales reps
- Operate as the bridge between our Sales and Admin team, ensuring process adherence and correct and complete deal paperwork
- Bulk activity generation within Salesforce to support rep strategies and territory coverage efforts (e.g., setting up tasks that identify gaps in coverage)
- Support sales team members on Salesforce deal workflows and documentation standards
- Identify and escalate process inefficiencies or errors to the Salesforce team and leadership
- Uphold clean paperwork standards and ensure alignment between documentation and system inputs
Benefits
- Work-Life Balance: As a family-owned company, we truly value work-life balance and make it a priority for all our employees.
- Career Growth: We're committed to your growth, offering numerous opportunities for career advancement and professional development. (Fun fact: Many of our executive-level employees began their careers in entry-level roles. At SumnerOne, we value your unique strengths, interests, and needs, and we occasionally create new positions tailored to them.)
- Benefits: Comprehensive benefits package available from day one
- 401(k) & Profit Sharing: Benefit from our 401(k) plan and profit-sharing opportunities
- Make an Impact: Make a real impact as a key member of our Culture Committee
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Industry
Real Estate
Education Level
No Education Listed
Number of Employees
251-500 employees
