Sales Operations Coordinator

Fidus Systems

11h•Remote

About The Position

The Sales Operations Coordinator works closely with local Sales/Business Managers to support clients and grow Fidus’s business. The role helps keep sales teams organized by setting priorities, maintaining accurate account and opportunity information, supporting client relationships, and coordinating sales activities across departments. It is fully remote, with occasional travel to Fidus’s Canadian offices potentially required.

Requirements

Post-secondary education in a related field or equivalent professional work experience.
At least five years of experience in a customer service, support, or sales-focused role.
Experience in the technology sector or at a professional services agency.
Familiarity with AI tools and a drive to continually develop new skills.
Proficiency using Salesforce.
Proficiency using Microsoft Office, including Word, Excel, and Outlook.
Strong communication skills and fluency in English.
Excellent organizational skills and strong attention to detail.
Ability to interact well with customers and other employees.
Enjoyment of working in an ever-changing and diverse environment.
Ability to be security cleared for the Controlled Goods Program (CGP).
Must be a U.S. person as defined under 22 CFR 120.62 or eligible for an export license, and must complete security screening, because the position requires access to export-controlled information subject to ITAR and EAR.

Nice To Haves

Experience with the Controlled Goods Program, aerospace, and/or the defense industry.

Responsibilities

Partner with local Business Managers to maintain up-to-date account and client information and assist with ongoing and upcoming opportunities.
Support entry and maintenance of information in Salesforce CRM.
Maintain information accuracy through established sales processes and proper reporting.
Assist with preparing client proposals, presentations, and quotations in accordance with Fidus Quality Standards.
Manage client relationships during a Business Manager’s absence by providing excellent customer service, prompt responses, and proper etiquette.
Professionally field and qualify incoming leads in the CRM and ensure appropriate follow-up actions are taken.
Identify leads using the CRM database and LinkedIn, introduce Fidus, and arrange meetings for Business Managers.
Collect data and create requested reports in Salesforce CRM.
Work with the Sales Team to ensure submissions are on time and follow-up schedules are maintained.
Track and log lost opportunities and assist with investigations into lost opportunities.
Support marketing initiatives such as case studies, conferences, and brochures in collaboration with the Sales and Engineering Teams.
Review internal sales processes and recommend improvements or new processes to address changing business requirements.
Coordinate with estimation, project management, finance, and other departments to help meet timelines and provide information about sales activities.