Sales Operations Coordinator

2 weeks ago

Chantilly, Virginia, United States MEI Rigging & Crating Full time
Job Summary

We are seeking a highly organized and detail-oriented Sales Operations Assistant to join our team at MEI Rigging & Crating. The successful candidate will provide administrative support to the sales department, ensuring the efficient operation of sales activities and providing excellent customer service.

Key Responsibilities
  • Assist sales staff with quote requests, booked jobs, and pending and ongoing projects, ensuring timely completion and accurate documentation.
  • Perform collection duties, document all collection-related communication, and generate daily paperwork, including work orders and vendor purchase orders.
  • Communicate with customers regarding change orders, storage confirmations, and new customer information packets.
  • Coordinate work order requirements, including equipment, customer, and labor, and communicate with dispatch for the digital job board.
  • Administer the job packet process from collection to final review and submission for customer invoicing.
  • Update and maintain documents and spreadsheets related to customers, project costs, and special projects.
  • Apply for and obtain vehicle permits for oversized loads and/or cranes according to state requirements.
  • Perform liaison duties between the sales department and accounting department and/or rigging operations department.
  • Submit invoicing data, including job cost codes, for services performed, ensuring billing amounts comply with the schedule of values.
  • Track and maintain the accuracy of sales projections within the CRM system.
  • Develop and update warehousing inventory spreadsheets and submit storage billing data monthly.
  • Perform reconciliation and retention of employee credit card transactions and documentation.
Requirements
  • 2 years of experience in a sales operations capacity.
  • A minimum of 2 years of experience working in Microsoft Office Suite, including Word, Excel, Outlook, and PowerPoint.
Preferred Qualifications
  • 2 years of experience in a fast-paced construction industry environment.
  • Familiarity with Salesforce or other CRM systems.
Professional Qualifications
  • Ability to adhere to company processes and drive improvements.
  • Self-starter, outgoing personality.
  • Experience with a web-based CRM system.
  • Excellent written and oral communication and interpersonal skills with internal and external stakeholders.
  • Excellent organizational, detail-oriented, and time-management skills.
  • Ability to maintain discretion and confidentiality of employee and customer information.
  • Ability to multi-task and process multiple activities successfully.
  • Demonstrated ability to work under deadlines and time frames effectively with a customer service demeanor.
Physical Requirements & Working Conditions

Standard office environment, including work at a computer terminal. Work involves extended periods of sitting, occasional walking, and lifting up to 10 pounds.

About MEI Rigging & Crating

From our founding in the early 1990s as a metal fabricator to our growth as one of the largest providers of rigging, machinery moving, millwrighting, mechanical installation, commercial storage, crating, and export packing services in the U.S., MEI has had one constant theme: A commitment to outstanding customer satisfaction.

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