Sales Ops Coordinator

JOB TITLE: Sales Ops Coordinator

DEPARTMENT: Operations

REPORTS TO: Project Team Leader

FLSA STATUS: Exempt

JOB TYPE: Full time

Location: Houston, TX

SUMMARY OF POSITION

The Sales Ops Coordinator (SOC) supports the Director of Market Development and customers by providing oversight, customer service, coordination, and facilitation through all internal process for project business which are defined by complexity and not necessarily dollar amount. The successful execution of the role will increase the customer experience, improve efficiency in project execution and reduce margin erosion.

ESSENTIAL RESPONSIBILITIES

• Serves customer interface. Acts as a primary point of contact for customer support. Responsible for regularly providing updates to customers throughout the project life cycle prior to the purchase order and will assist the PM after the PO is received.

• Establishes a pre-PO project milestone schedule working with the customer’s target install date and target PO date alongside the full project team assigned.

• Manages deadlines and meets established milestone target dates to ensure timely purchasing of project to meet installation window.

• Prepares and reviews a purchase-ready project quote which meets acceptable Meteor established margins.

• Responsible for setup of full internal and external project plan and calendar/events in Insights

project interface customer portal alongside the project team.

• Coordinates activities between Director of Market Development Interior Designer, Project Coordinator, Learning Experience Coordinator, and Project Manager (internal project team).

• Schedules video call project status meetings with internal project team ensuring everyone is on track to meet agreed upon milestone dates.

• Assists with the initial project brief and attends the project turnover to the assigned Project Manager.

• Attends in-person and virtual all key customer meetings with the Director of Market Development to record detailed notes and ensure accuracy and efficiency in revision processes.

• Requires travel to customer meetings such as but not limited to, driving out of one’s hometown and/or flying to another city if needed.

Requirements

QUALIFICATIONS

• Must be geographically located and available to travel to customer meetings.

• Project Management- Demonstrates knowledge of bringing together organizational resources, timelines, and communications to achieve project deadlines on time and with team member acceptance. Adjusts actions in relation to others' actions, situational needs, and limited resources.

• Mathematics - Knowledge of general industry calculation methods (such as MSRP vs. NET Cost vs. SELL Price), manufacture discount structures, ratios to percentages, statistics, gross profit margins, and cost-plus method.

• Internal Customer Service – Provides a positive experience to fellow employees and departments within Meteor. Works cooperatively to harmonize processes and procedures and negotiate expectations.

• External Customer Service – Provides stellar customer service when interacting with customers by clearly communicating and using positive language that represents Meteor. This may include customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.

• Clerical - Knowledge of administrative and clerical procedures of our systems and additional file management and system updates.

• Verbal & Written Communication – Communicates clearly with others to convey information effectively.

• Stress Tolerance - Deals calmly and effectively with stressful situations.

• Adaptability/Flexibility – Ability to embrace change in a highly innovative workplace.

• Social Orientation – Requires a strong preference to work with others and being personally connected with others on the job.

• Concern for Others – Ability to be sensitive and empathetic to others' needs and challenges while providing help to accomplish required tasks.

• Active Learning – Requires a commitment to professional development and an understanding of the implications of new information for current and future problem-solving and decision-making.

• Attention to Detail – Requires a high attention to detail in completing work tasks.

• Analytical Thinking – Ability to analyze information and logically problem solve work-related issues.

• Knowledge of Microsoft Outlook, Excel, Word, and PowerPoint.

• Knowledge of Microsoft Windows.

NOTE: All Meteor new hires are expected to attend an in-person cultural orientation which requires travel to our home office in Gainesville, FL. Employees may also be required to travel and attend annual company meetings and events. All business-related travel exp