Sales Operations Coordinator

Sales Operations Coordinator Position Summary

The Sales Operations Coordinator supports the execution of core sales operations processes that enable an organized, efficient, and well-supported sales function. This role is responsible for CRM record maintenance, data quality support, reporting preparation, contract tracking, and administrative coordination across key workflows, including Brand Planning, RFP management, and opportunity progression. Working closely with the Group Supervisor, Sales Operations, this role helps ensure day‑to‑day operational processes are executed accurately and consistently, while providing critical support to the Client Solutions team and contributing to overall process efficiency.

• Support the creation, maintenance, and updating of records in CRM and related sales tracking tools.
• Review Brand Planning, RFP, and deal records for completeness, accuracy, and adherence to established process standards.
• Assist with routine data cleanup, audits, and record maintenance to improve overall data integrity.
• Help ensure required fields, naming conventions, ownership assignments, and stage/status updates are consistently maintained.

• Support operational workflows related to Brand Planning, agency RFPs, opportunity tracking, and deal administration.
• Assist Client Solutions representatives with RFP creation, record setup, required documentation, and process follow‑through to ensure opportunities are entered and managed correctly.
• Help monitor the progress of RFP‑related workflows and follow up on key steps, updates, and internal coordination needs.
• Assist with processing record updates, status changes, internal requests, and workflow follow‑up tied to active opportunities.
• Monitor process compliance and elevate data or workflow issues as needed.
• Coordinate recurring administrative tasks that support selling‑season readiness and day‑to‑day sales operations.

• Gather, organize, and validate data for reporting and analysis.
• Maintain process guides, templates, job aids, and other operational reference materials.
• Support meeting preparation, action item tracking, and follow‑up related to operational priorities and team initiatives.
• Provide administrative and coordination support to the Client Solutions team across ongoing projects and operational initiatives.
• Partner with internal stakeholders to gather information, route requests, and support workflow execution.
• Participate in team meetings, process discussions, and continuous improvement initiatives.
• Identify opportunities to streamline administrative tasks and improve consistency across sales support activities.

• Bachelor’s degree in Business, Marketing, Communications, or a related field preferred, or equivalent relevant experience.
• 1–3 years of experience in sales support, sales operations, business operations, administration, or coordinator roles.

• Experience working in CRM systems or databases preferred.
• Strong Excel and PowerPoint skills.
• Excellent organizational skills and attention to detail.
• Ability to manage multiple priorities in a fast‑paced environment.
• Strong written and verbal communication skills.
• Ability to work independently and collaboratively across teams.
• Experience in healthcare, media, marketing, or agency environments preferred.

• Standard office or remote work environment – Based on Location.
• May require occasional travel or extended hours during peak business periods.

Relevate Health is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Employment decisions are based on business needs, job requirements, and individual qualifications.

Relevate Health does not provide employment visa sponsorship or support employment‑based immigration sponsorship (including H-1B, TN, OPT/CPT extensions, or permanent residency sponsorship) for this role. Candidates must be currently authorized to work in the United States on a permanent basis without…