Sales Operations Coordinator

We are CREtelligent.

What happens when you combine comprehensive property data sources, predictive analytics, cutting edge commercial real estate technology and a talented team ready to disrupt a multi trillion dollar industry? Put simply, you get CREtelligent.

We are innovators.

With a wide range of innovative end to end solutions, we are revolutionizing commercial real estate (CRE) due diligence to the financial, commercial real estate, and banking industries. Our Prop Tech solutions and services enable our clients to improve pull through rates, collapse transaction cycle time, mitigate risk, and improve their customer’s experience during the commercial loan process.

Who We’re Looking For Our growing team is looking for a detail-oriented, customer-focused professional to partner closely with our Sales team. As a Sales Operations Coordinator, your primary responsibilities will include researching commercial properties, confirming and organizing property-specific details, verifying project information for accuracy, coordinating with our surveyors and other vendor partners, and helping develop accurate, timely proposals for clients. This role is an important operational link between Sales, vendors, internal teams, and clients, ensuring that each proposal is built on reliable information, clear scope, competitive pricing, and responsive follow-through while providing meaningful exposure to Sales, Project Management, vendor coordination, client support, and broader Operations career paths as you gain experience.

We offer a welcoming, relaxed office environment, friendly, team-oriented colleagues who support one another, plus a hybrid schedule (3 days a week in office), competitive hourly pay, comprehensive health and wellness benefits, generous paid time off plus company holidays, a 401(k) with employer contribution, and real room to grow your career.

How You’ll Make an Impact Research commercial properties using available data sources, public records, internal tools, and vendor input to identify, validate, and organize the information needed to support client requests, project scoping, and proposal development.

Verify project data, property details, service requirements, due diligence needs, client instructions, and proposal inputs for accuracy before information is shared with clients, submitted to vendors, or moved forward in the order process.

Coordinate with surveyors, subcontractors, vendor resources, and internal teams to gather pricing, confirm scope, clarify property or project questions, monitor responses, and keep proposal activity moving forward.

Support the creation of client proposals by compiling verified commercial property information, vendor pricing, service scope, due diligence requirements, timelines, and other key details needed for accurate, complete, and competitive proposals.

Negotiate with surveyors and other subcontractors to price projects competitively and secure the best bids.

Troubleshoot CE and client project needs as they arise.

Partner with CE, project management, vendor resources, and other internal teams to ensure success of client project through to  this role, you may perform a variety of other tasks associated with ensuring a client’s quality experience and in support of the sales team, allowing your CE to focus on winning new clients.

Build transferable experience in Sales support, proposal strategy, vendor management, project coordination, and operational execution, creating a pathway to advance into Sales, Project Management, or other Operations roles as skills and business knowledge grow.

Qualifications3+ years’ work experience.
2+ years’ experience with project and/or work requiring high attention to detail.
2+ years’ experience in a service-related role directly interacting with clients or vendors

Proficiency with CRM software (e.g., Salesforce) is a plus.

Experience with commercial real estate or environmental due diligence preferred.

Strong interpersonal skills and ability to work well in a team environment.

Excellent communication skills both oral and written.

Comfortable working independently.

Exceptional customer service skills.

Thrives in a fast-paced environment.

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