Sales Operations Coordinator

TRG • Westlake, OH

3h

About The Position

The Sales Operations Coordinator (SOC) serves as a strategic liaison between Sales, Operations, and Customer stakeholders, helping ensure a seamless and efficient transition of project-based opportunities from pre-sales to post-sales. The role aligns cross-functional priorities, coordinates resources, and supports timely execution of Statements of Work (SOWs) and Requests for Proposals (RFPs) to support business growth and customer success.

The SOC manages SOW and RFP development, review, and delivery in collaboration with subject matter experts and operational leads. The position coordinates project kick-offs, aligns teams on scope, timelines, and deliverables, and helps allocate resources for execution. It also provides leadership with status reports on project metrics, resource utilization, and progress; maintains the TRG certification repository and tracks required training; and updates onboarding records in Salesforce.com and Loopio.com. The employee may be assigned related duties beyond those listed.

The role requires regular and reliable attendance, the ability to operate a computer and other position-related technologies, and flexibility to work hours as needed. The employee must communicate clearly and confidentially with TruWest employees and other stakeholders and adhere to TRG values.

Requirements

• Bachelor’s degree from an accredited university or equivalent relevant work experience.
• Experience in a Customer Success role providing outstanding support.
• Strong organization, follow-through, and logic-based analytical skills.
• Customer-focused, responsive, and action-oriented approach while maintaining a positive, professional outlook.
• Entrepreneurial approach that nurtures strong and lasting relationships internally and externally.
• Ability to use discretion, exercise good judgment and resourcefulness, and demonstrate tact and diplomacy while maintaining strict confidentiality.
• Strong customer-facing and communication skills.
• Proficiency with Microsoft Office.
• Ability to take and pass a background check.
• Ability to maintain regular and reliable attendance to management's satisfaction.
• Ability to operate a computer and other position-related technologies.
• Ability to work flexible hours as needed.
• Ability to communicate clearly and confidentially with TruWest employees and other stakeholders.
• Ability to adhere to all TRG values.

Responsibilities

• Manage and oversee the development, review, and delivery of SOWs and RFPs, collaborating with subject matter experts and operational leads to ensure accuracy, feasibility, and alignment with customer expectations.
• Serve as the primary coordination point between Sales, Operations, and customers to align priorities, clarify responsibilities, and proactively address gaps or delays in project handoffs.
• Lead project kick-off activities and ensure teams are aligned on scope, timelines, and deliverables.
• Coordinate resource allocation to support effective project execution.
• Provide regular status reports to leadership on key project metrics, resource utilization, and project progress.
• Maintain TRG's certification repository and manage required training needs to support technical and business operations compliance.
• Manage multiple concurrent projects, prioritize work, and meet deadlines without compromising quality.
• Assist with managing and updating accurate records related to all aspects of the onboarding process in Salesforce.com and Loopio.com.
• Complete related duties as assigned by the supervisor.

What This Job Offers

• Job Type: Full-time