Sales Operations Coordinator
hace 1 semana
Boldr is a global company dedicated to delivering exceptional client experiences while fostering dignified and meaningful work opportunities in communities worldwide. Our team is united by our commitment to bold, impactful endeavors.
About the RoleWe are seeking a highly skilled Sales Operations Coordinator to support our sales team in lead generation, administrative tasks, and project operations functions. This role will focus on billing, scheduling, and CRM maintenance within the company. The ideal candidate will be able to learn sales skills, prospecting, design theory, planning, and operations processes.
Responsibilities- Maintain accurate task and follow-up actions on all deal-related activity, including outstanding invoices, install dates, COIs, changes, and delivery information between sales and operations.
- Manage and improve the 'Job Scope' entry process into Airtable and Eames, acting as 1st-level escalation for errors.
- Support the sales and account management team with deal activities such as collecting payment information, updating CRM data, customer service inquiries, and interfacing with design operations and scheduling.
- Clean and maintain prospecting lists for marketing and segmentation.
- Manage all inbound lead inquiries via various channels, conduct initial qualification of customer needs, and address questions, then route internally as appropriate.
- Enter leads into CRM on qualified projects and assign to sales team members based on lead-rotation and distribution schedule. Return after-hours calls and qualify leads or address customer questions.
- Conduct outbound lead generation on new market listings and stale properties.
- Using the CRM and email templates, conduct outreach, add new agents to the database, and qualify listings for the sales team.
- Maintain all Customer data, including dates, addresses, projects, broker affiliations, and billing/invoicing details with the Salesforce CRM.
- Develop an active portfolio of agents, developers, and new home-builders in any target market, as directed by Sr. Managers or VPs.
To succeed in this role, you must have:
- Experience with Salesforce or other fully integrated CRM or ERP systems.
- 2-4 years of customer service experience in handling inbound qualification and outbound lead management, as well as interfacing with the rest of the sales team.
- Experience with Google Workspace environment, including sheets, slides, and drive.
- The ability to multitask and prioritize key deliverables over day-to-day operational challenges.
- 5 years of applicable work experience.
- A secondary degree with transferable skills or comparative work experience and/or certification.
Boldr offers a comprehensive benefits package, including:
- Private health insurance.
- Paid time off.
- Training opportunities.
- Life insurance.
- Mental health support.
- Learning and development programs.
This position comes with an estimated salary range of $60,000 - $80,000 per year, depending on location and experience.
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