Sales Operations Coordinator
Role Overview
Under the general direction of the Sales Operations Manager, the Sales Operations Coordinator will be responsible for reviewing new item records that need to be validated and populating the necessary business unit and financial attributes in a timely manner. In addition, the Sales Operations Coordinator will assist with backlog review, updating estimated ship dates for open orders and fulfillment.
Key Skills for This Role
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Come Join Us!
Street-Smart - Thriving in Dynamic Times
We are flexible and resilient in a fast-changing environment. We continuously innovate and drive constructive change while keeping a focus on the “big picture.” We exercise sound business judgment in making high-quality decisions in a timely and cost-effective manner. We are highly creative and can dig deep within ourselves to find positive solutions to different problems.
Juice - The “Stuff” it takes to be a Needle Mover
We get things done and drive results. We lead without a title, empowering others through a can-do attitude. We look forward to the goal, mentally mapping out every checkpoint on the pathway to success, and visualizing what the final destination looks and feels like.
Teamwork - Humble, Hungry and Smart
We are humble individuals who understand how our job impacts the company's mission. We treat others with respect, admit mistakes, give credit where it’s due and demonstrate transparency. We “bring the weather” by exhibiting positive leadership and solution-focused thinking. We hug people in their trials, struggles, and failures – not just their success. We appreciate the individuality of the people around us.
JOB SUMMARY
Under the general direction of the Sales Operations Manager, the Sales Operations Coordinator will be responsible for reviewing new item records that need to be validated and populating the necessary business unit and financial attributes in a timely manner. In addition, the Sales Operations Coordinator will assist with backlog review, updating estimated ship dates for open orders and fulfillment.
SUMMARY OF ESSENTIAL JOB FUNCTIONS
Responsible for the internal item setup process and coordinating with sales team to ensure proper classification of each item “attribute” (tax classification, practice area, type, etc.).
Responsible for quarterly review of all internal item records and completing any necessary revisions.
Provide guidance to internal teams on resolving variances associated with items.
Review, process and fulfill market development fund (MDF) orders.
Daily review of new invoices uploaded to vendor/distributor portals and creation of item fulfillments based on those invoices.
Assist Sales Ops Specialists with weekly backlog review as needed.
Assist with reviewing and processing drop ship orders through the ERP Platform in a timely manner when backup coverage is needed.
Problem-solve discrepancies and provide recommended solutions.
Perform other duties as assigned.
REQUIRED SKILLS AND EXPERIENCE
- High school diploma or equivalent (Bachelor’s Degree preferred).
- Strong Microsoft Excel skills.
- Excellent interpersonal communication skills required for interacting with employees, vendors and clients.
- Highly organized, detail-oriented, excellent time management skills and able to effectively prioritize tasks in a fast-paced, high-volume, and evolving work environment.
- Ability to approach customer and sales requests with a proactive and consultative manner; listen and understand user requests and needs and effectively deliver.
- Comfortable managing multiple and changing priorities, and meeting deadlines in an entrepreneurial environment.
- Actual salary will be based on a variety of factors, including location, experience, skill set, performance, licensure and certification, and business needs. The range for this position in other geographic locations may differ. Certain positions may also be eligible for variable incentive compensation, such as bonuses or commissions, that is not included in the base salary.
- Estimated Pay Range
- $23 — $24 USD
The Perks
- Comprehensive medical, dental and vision plans for you and your dependents
- 401(k) Retirement Plan with Employer Match, 529 College Savings Plan, Health Savings Account, Life Insurance, and Long-Term Disability
- Competitive Compensation
- Training and development programs
- Major offices stocked with snacks and beverages
- Collaborative and cool culture
- Work-life balance and generous paid time off
Our Commitment
At the core of Trace3's DNA is our people. We are a diverse group of talented individuals who understand the importance of teamwork and demonstrating leadership, character, and passion in all that we do.
We’re committed to fostering an inclusive workplace where everyone feels respected, valued, and empowered to grow. We recognize that embracing diversity drives innovation, improves outcomes, fosters collaboration, boosts teammate satisfaction, and builds a more inclusive culture.
As an equal opportunity employer, Trace3 bases all employment decisions based on individual qualifications, merit, and business requirements. We do not engage in discrimination on the basis of race, color, religion, sex (including gender identity, sexual orientation, and pregnancy), national origin, age (40 or older), disability, genetic information, or any other characteristic protected by federal, state, or local law.
Any demographic information provided is strictly voluntary, kept confidential in accordance with Equal Employment Opportunity (EEO) regulations, and will not be used in employment decisions, including hiring, promotions, or mentorship programs. We are committed to providing equal employment opportunities for all.
If you require a reasonable accommodation to complete the application process or participate in an interview, please email [email protected] .
***To all recruitment agencies: Trace3 does not accept unsolicited agency resumes/CVs. Please do not forward resumes/CVs to our careers email addresses, Trace3 employees or any other company location. Trace3 is not responsible for any fees related to unsolicited resumes/CVs.
Requirements
- High school diploma or equivalent (Bachelor’s Degree preferred).
- Strong Microsoft Excel skills.
- Excellent interpersonal communication skills required for interacting with employees, vendors and clients.
- Highly organized, detail-oriented, excellent time management skills and able to effectively prioritize tasks in a fast-paced, high-volume, and evolving work environment.
- Ability to approach customer and sales requests with a proactive and consultative manner; listen and understand user requests and needs and effectively deliver.
- Comfortable managing multiple and changing priorities, and meeting deadlines in an entrepreneurial environment.
- Actual salary will be based on a variety of factors, including location, experience, skill set, performance, licensure and certification, and business needs. The range for this position in other geographic locations may differ. Certain positions may also be eligible for variable incentive compensation, such as bonuses or commissions, that is not included in the base salary.
- Estimated Pay Range
- $23 — $24 USD
About Trace3
Private IT consulting provider serving enterprise and commercial organizations with AI, cloud, data, and cybersecurity services.
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