Position: Sales Operations Coordinator
Reports To: Sales Operations Manager
FLSA Status: Non-Exempt
SUMMARY: First Tactical is seeking a detail-oriented and proactive Sales Operations Coordinator to support our growing Sales and Operations teams. This role plays a critical part in maintaining data integrity in our CRM system (Pipeliner), tracking sales opportunities, managing tradeshow logistics, onboarding independent sales representatives, and handling day-to-day administrative tasks.
ESSENTIAL DUTIES & RESPONSIBILITIES:
• CRM Management (Pipeliner): Maintain and update the CRM system with accurate and timely data. Ensure pipeline and opportunity records are complete and reflect real-time progress.
• Opportunity Tracking: Partner with the sales team to monitor active deals and ensure proper documentation and follow-up throughout the sales process.
• Sales Support: Provide direct operational support to the sales team, ensuring they have the tools, information, and resources needed to succeed.
• Tradeshow & Event Coordination: Support the planning, logistics, and execution of tradeshow events, including registration, travel arrangements, booth setup, and material preparation.
• Independent Sales Rep Onboarding: Coordinate the onboarding process for new independent sales representatives, including access system, documentation, and training materials.
• Presentation Support: Gather data, build PowerPoint presentations, and present materials to internal stakeholders as needed.
• Administrative Support: Perform administrative duties such as scheduling, document preparation, internal communication, and general operations support.
• Confidentiality & Accuracy: Maintain a high level of confidentiality when handling sensitive sales and business information. Ensure work is completed with a high degree of accuracy and attention to detail.
• Proactive Communication: Anticipate team needs, follow up on outstanding items, and take initiative to identify and resolve issues before they escalate.
• Other Duties: Provide additional support as needed by the Sales Operations Manager or broader team.
EXPERIENCE/EDUCATION:
• 1–2 years of experience in sales operations, sales support, administration, or a similar role (internships accepted).
• High school diploma or equivalent required; associate or bachelor’s degree in business, Communications, or related field preferred.
• Proficiency with CRM platforms (Pipeliner preferred) and Microsoft Office
• Strong organizational, multitasking, and communication skills.
• Proven ability to handle confidential information with discretion.
• Detail-oriented with a proactive, problem-solving mindset.
• Comfortable working both independently and in a team environment.
PHYSICAL DEMANDS/WORK CONDITIONS:
• Requires working indoors in environmentally controlled conditions.
• Frequently required to stand, walk, use hands and fingers to handle and feel, and reach with hands and arms.
• Must be able to stand or sit for prolonged periods of time.
• Requires repetitive hand movements and fine coordination, including use of a computer keyboard.
• Occasionally required to lift and/or move up to 30 pounds (e.g., tradeshow materials or office supplies).
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.