Sales Operation Coordinator

Position Summary: The Sales Operations Coordinator supports the execution backbone of the commercial organization by ensuring customer profiles, order workflows, forecasting inputs, and cross‑functional communications are accurate, complete, and aligned with established operational standards. This role focuses on execution readiness, coordination, and discipline, not commercial decision‑making.

The Sales Operations Coordinator works closely with Sales, Customer Service, Procurement, Production, Logistics, Warehousing, and Finance to ensure customer requirements are clearly documented, operational constraints are understood, and execution issues are identified and addressed early. Success in this role is measured by accuracy, follow‑through, and the prevention of downstream service disruptions and rework.

• Support the maintenance and accuracy of standardized customer profiles for all customers
• Ensure customer profiles are complete and current, including (at minimum):
• Minimum Order Quantities (MOQs) for production and shipment
• Customer‑specific lead times
• Warehouse fulfillment requirements
• Order intake methods (EDI, email, portal, etc.)
• Identify gaps, inconsistencies, or recurring issues in customer profiles and elevate to the Senior Sales Operations Manager
• Reinforce standardized customer profile requirements across internal teams, including MOQs, lead times, order intake methods, and fulfillment requirements
• Maintain accurate customer, order, and execution data across ERP and order management systems

• Handle routine customer communication related to:
• Order confirmations
• Billing and invoice inquiries
• Shipment status updates
• Provide customers and internal stakeholders with clear, accurate, and professional updates aligned to approved processes and escalation paths

• Support Customer Service during PO confirmation by clarifying:
• Customer profile constraints
• Operational feasibility
• Warehouse and logistics requirements
• Assist with more complex order scenarios, house accounts, and execution exceptions as directed by Sales Operations leadership

• Coordinate with Procurement, Production, Logistics, and Warehousing to surface execution constraints, including:
• Raw material constraints
• Production timing conflicts
• Capacity, fulfillment, shipping, or feasibility issues impacting customer commitments
• Help resolve execution issues before they expand into customer service failures or margin risk

• Track inbound product against open sales orders and customer purchase orders to support timely outbound order execution
• Coordinate administrative follow‑up for product availability, order readiness, substitutions, short shipments, and execution exceptions
• Maintain accurate outbound order notes, status updates, and supporting documentation in applicable systems
• Communicate unresolved issues to Sales Operations leadership and appropriate internal teams to prevent customer service disruptions

• Assist with forecasting updates and entries as required, including coordination with demand planning tools (e.g., Optimity)
• Ensure forecasting inputs reflect approved customer profiles and known execution constraints
• Identify execution‑driven risks or discrepancies and communicate them to the Senior Sales Operations Manager

• Follow established Sales Operations processes, standards, and governance
• Support continuous improvement efforts aimed at:

• Reducing rework
• Improving execution consistency
• Increasing operational scalability

• Maintain clear documentation supporting customer setup, execution support, and process improvement activities
• Participate in training and process improvement initiatives

• Adhere to all pricing, billing, audit, and internal control requirements
• Adhere to approved operational, customer profile, and data governance standards
• Maintain auditable records for pricing, billing, customer profile, and Sales Operations activities
• Follow company policies and procedures consistently
• Support audit and internal…