Sales Operations Coordinator (Professional Services)
Мэтч & Сопровод
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Описание вакансии
TL;DR
Sales Operations Coordinator (Professional Services): Supporting the Sales and Growth Leader for Assurance and Tax by strengthening pipeline integrity and enabling consistent sales execution with an accent on CRM administration and data visibility. Focus on maintaining pipeline hygiene, resolving data inconsistencies, and providing CRM analytics for growth initiatives.
Location: Must be based in the Chicagoland area (Flexible work arrangements available)
Salary: $80,000 (midpoint)
Company
is a professional services firm providing a diverse platform of consulting, technology, and compliance solutions across North America, EMEA, and APAC.
What you will do
- Maintain the integrity, accuracy, and visibility of the Assurance and Tax sales pipeline.
- Serve as the primary CRM administrator, ensuring standardized opportunity stages and data standards.
- Monitor data quality to proactively resolve inconsistencies, duplicates, and gaps in the pipeline.
- Prepare materials for pipeline review meetings, highlighting key trends, risks, and opportunities.
- Support growth initiatives through the development of CRM analytics and reporting.
- Assist with the development of sales materials, proposals, and commission tracking in coordination with Finance.
Requirements
- 3+ years of experience in sales operations or sales support.
- Experience in professional services, B2B, or a multi-service organization.
- Proficiency in Excel, Microsoft Dynamics, and Power BI.
- Strong analytical skills with the ability to translate data into actionable insights.
- Excellent verbal and written communication skills for interacting with professionals at all levels.
- Must be based in the Chicagoland area.
Culture & Benefits
- Flexible Time Off (FTO) policy activated from the first day of employment.
- Comprehensive health, dental, vision, life, and accident insurance options.
- 401(k) with employer contributions and HSA employer contribution.
- Robust paid Parental Bonding Leave program and tuition reimbursement.
- CPA bonus with paid exam and study days.
- FORCE community volunteer program providing paid time for local volunteering.
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