Sales Operations Coordinator

🔥 46 minutes ago

🇺🇸 United States – Remote

💵 $17 - $24 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

📊 Sales Operations

👻 Ghost score 0%

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Logo of Paylocity

Paylocity

5001 - 10000 employees

Founded 1997

👥 HR Tech

☁️ SaaS

🤝 B2B

💰 $10M Venture Round - Paylocity on 2008-05

HR Tech • SaaS • B2B

Paylocity is a provider of cloud-based payroll and human capital management software for businesses of all sizes. Its platform includes payroll, HR, time & labor, benefits administration, talent management (recruiting, onboarding, performance, learning), employee experience tools and AI-driven features, and it serves small businesses through enterprises as well as partners such as accountants, brokers, and tech partners.

📋 Description

• Support the sales team by managing sales processes • Process online paperwork and review contracts for accuracy and completeness • Collect outstanding client documents • Ensure compliance with client-required documentation • Initiate service setup by creating cases • Collaborate with other departments to optimize sales operations and meet critical deadlines • Monitor dashboards for client files and projects to ensure timely turnaround • Serve as liaison between Sales and various departments • Provide troubleshooting assistance and educate Account Executives on client paperwork requirements • Provide administrative support to sales representatives • Address inquiries, manage business card orders, and facilitate marketing material procurement • Foster teamwork and embody department and company values • Undertake supplementary duties assigned by Management to support the Sales team and optimize operational efficiency

🎯 Requirements

• Bachelor's degree in business administration or a related field required • Proficiency with computer skills, including Salesforce, CRM software, and Microsoft Office Suite • Strong attention to detail and commitment to follow through on tasks and projects • Excellent communication, active listening, and presentation skills • Exceptional multitasking abilities and capacity to manage multiple projects concurrently • Collaborative mindset and ability to contribute insights in team and one-on-one discussions • Strong problem-solving skills and adaptability to changing objectives • Enthusiasm for self-development and passion for process improvement • Self-motivated ability to work independently and as part of a team • Ability to work Pacific or Mountain time hours • Potential for client contact based on need • Ability to sit for extended periods, typically 7–8 hours per day • Ability to operate a computer, use phone systems, type, and use multiple software programs simultaneously

🏖️ Benefits

• Medical insurance • Dental insurance • Vision insurance • Life insurance • Disability insurance • 401(k) match • Benefits and perks supporting employees, their families, and finances • Career development opportunities • Fully remote work arrangement

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