Sales Operations & Project Coordinator
Contract: 12 months Location: Remote
We are seeking a detail-oriented, self-motivated professional to support our Sales Operations and Deal Desk teams. This role is a hybrid of system migration project management, data integrity, and cross-functional departmental support (Legal, Finance, and Sales). The ideal candidate is a Salesforce-savvy individual, proficient in AI workflows, who can navigate complex data environments while maintaining high-touch internal relationships.
Key Responsibilities
- Systems & Process Integration Project Management: Lead the transition of International team renewal processes into eBuilder/Cityworks workflows.
- Pipeline Hygiene: Audit and resolve 198+ open opportunities in Salesforce spanning 20232025 to ensure forecast accuracy.
- Data Migration: Execute data gathering, scrubbing, and SKU mapping for Trimble Unity products to support upcoming migrations.
- Process Optimization & Tech Innovation: Design, build, and deploy an AI agent to streamline the order form process.
Sales Support & Deal Desk Quoting: Generate Trimble Unity Construct quotes and official order forms.
Compliance & Contracting: Assist the Deal Desk Director with SEC and GSA compliance; manage order fulfillment for GSA and state-scheduled contracts.
Customer Success Liaison: Resolve roadblocks for O&PS customers and handle complex renewal issues.
Data & Operations CRM Management: Act as a trusted resource for Salesforce configuration, reporting, and automation.
Client Mapping: Update Enterprise Customer IDs for Unity clients across spreadsheets and DX / Legacy Salesforce; inserting Customer contractual lifecycle status in Legacy Salesforce.
Gap Analysis: Analyze data models and sales order processes to identify and fix operational inefficiencies.
Skills
Required Skills & Qualifications
Education: Bachelor's Degree in Business, Finance, or a related field.
Experience: 12 years in revenue-related roles (Sales Ops, Deal Desk, or Renewals).
Technical Proficiency:
- Strong Salesforce (CRM) skills; e-Builder or Cityworks experience is a significant plus.
- Proficient in AI workflows, with the ability to build and deploy AI agents for process automation.
- Expertise in Google Workspace and MS Excel (data scrubbing/VLOOKUPs).
- Experience with BI Analytics and data visualization is a plus.
Soft Skills
Urgency: Ability to work under pressure and meet tight deadlines.
Communication: Exceptional oral and written skills for cross-departmental networking.
Adaptability: Comfortable with shifting priorities and a high volume of miscellaneous tasks.