Sales Operations Specialist
About The Position
As a Sales Operations Specialist, you will play a key role in supporting the Sales Operations Lead to drive sales efficiency and operational alignment within one of three specialized business units - Healthcare, Construction Special Projects, or New Construction. Your focus will be on CRM management, sales support, and ongoing project coordination to ensure the seamless execution of business unit objectives. We’re looking for someone with strong organizational skills, a proactive mindset, and experience in sales operations or project coordination. In return for delivering results and helping the team meet ambitious goals, you’ll be rewarded with increased responsibility, significant growth opportunities, and the autonomy to make a meaningful impact.
Requirements
- A strong track record of delivering exceptional customer service with a results-driven mindset.
- Outstanding organizational and time management skills to balance multiple priorities effectively.
- Excellent communication skills, both written and verbal, to engage with stakeholders and ensure clarity.
- Sharp attention to detail to maintain accuracy in reporting, project setup, and documentation.
- A collaborative spirit to work seamlessly with cross-functional teams and align on shared goals.
- Strong problem-solving skills and adaptability to navigate challenges and drive successful outcomes.
- An effective and clear communicator.
- Highly goal- and results-oriented.
- Proactive, with a strong sense of initiative.
Responsibilities
- Maintain and improve SharePoint sites to keep information clear, accurate, and easy to find.
- Coordinate logistics for customer events, Lunch & Learns, and Town Halls.
- Support the INW Sales Operations Lead by preparing materials and facilitating communication for both internal and external engagements.
- Route RFPs to the right teams and ensure timely follow-up.
- Oversee CRM data for accuracy and completeness to support reporting and decision-making.
- Prepare proposals (Time & Materials, Sustaining, Lump Sum).
- Issue job numbers and ensure proper documentation for new projects.
- Send winning emails to celebrate project awards.
- Manage memberships and sponsorships, including registrations and renewals.
- Prepare and submit expense reports as needed.
- Provide operational support for key project deliverables, including O&M manuals, submittals, and compliance documentation.
- Handle purchasing tasks and maintain tracking.
- Ensure permits and compliance documents are submitted accurately and on schedule.
- Manage badge issuance and access for secure customer environments (e.g., Amazon, MultiCare, and other key accounts).
- Ensure adherence to site-specific access requirements and protocols.
- Keep the office stocked with essential supplies.
- Serve as the primary contact for IT issues and coordinate solutions.
- Work with facilities teams to address and resolve maintenance or repair needs.
- Lead weekly production meetings in partnership with the Operations Manager.
- Update the Project Control Document (PCD) with current project details.
- Track meeting takeaways and follow up on action items to ensure progress.
Benefits
- Medical, dental, vision for employees (coverage available for dependents for shared premium).
- 401k retirement plan including Company matching.
- Vacation and Sick Compensation (PTO), and Holiday Pay!
- Disability income protection including short term and long-term disability.
- Employee and dependent life insurance.
- Wellness Program.
- Employee Assistance Program.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
