Sales Operations Coordinator

Title: Sales Operations Coordinator
Location: Waukesha, WI

Fully on-site role

Our client, a growing industrial machinery manufacturer, is growing their sales team.

This role is ideal for someone who thrives in a fast-paced environment and enjoys balancing customer service, sales 
support, operational coordination, and basic financial administration responsibilities. The Sales Operations Coordinator will play a critical role in supporting the sales team, maintaining accurate records, coordinating shipments, processing orders, and ensuring a professional customer experience.

Key Responsibilities
Sales & Customer Support
• Answer incoming customer and vendor phone calls professionally and efficiently 
• Support the sales team with day-to-day administrative and operational tasks 
• Prepare and send order confirmations to customers 
• Assist with parts quotations and estimates 
• Coordinate vendor and customer account setup documentation 
• Support Sales Reps with commission calculator reporting spreadsheets and approval
• Maintain and update recent sales activity including machine inventory tracking 
 

Order Processing & Logistics
• Process customer orders from entry through invoicing 
• Prepare freight estimates and shipping documentation 
• Create Bills of Lading (BOLs) 
• Coordinate outbound shipments with freight carriers and warehouse personnel 
• Track shipments and communicate delivery updates to customers and Sales Reps 
• Ensure accuracy of order details, pricing, freight charges, and customer information 
 

Accounting & Administrative Support
• Manage Accounts Receivable (AR) and Accounts Payable (AP) activities 
• Assist with invoicing and payment tracking 
• Prepare high-level, basic financial summaries and reporting for management 
• Maintain organized records and documentation 
• Support adherence to company financial controls and operational procedures 
 

Qualifications
• Associate’s or Bachelor’s degree in Business, Accounting, Finance, or related field preferred 
• 2–3+ years of experience in sales coordination, customer service, accounting, or administrative support 
• Strong proficiency in Microsoft Office Suite
• Experience with: 
o QuickBooks 
o CRM & ERP systems (preferably Microsoft Dynamics NAV) 
• Excellent organizational and communication skills 
• Strong attention to detail and ability to multitask 
• Ability to work independently while supporting a team-oriented environment 
 

Preferred Experience
• Manufacturing, industrial equipment, supply chain, logistics, or distribution industry experience 
• Experience coordinating freight shipments and logistics documentation 
• Familiarity with inventory tracking and sales reporting