Business Analyst Account Coordinator, Sales Operations
Listed on 2026-11-06
-
Business
CRM Systems & Management, Business Systems & Technology Analysis
- Posted on November 4, 2026
- Showing 1 location Dallas, TX - sales office Westlake, TX 76262, USA
- Clerical
- Full-Time
- Requisition #: BUSIN
002115
The Business Analyst / Account Coordinator, Sales Operations supports the Sales Department through business analysis, technology project coordination, process improvement, reporting and analytics, and customer account coordination. The position works across Sales Operations and Sales stakeholders to identify business requirements, translate operational needs into technology and process solutions, and drive cross-functional initiatives from definition through implementation.
The position also provides dedicated account coordination for the Prepreg business, partnering with Sales Account Managers, customers, and internal functions to support customer requirements, order execution, data accuracy, compliance documentation, and issue resolution. Through these combined responsibilities, the role improves the effectiveness and scalability of Sales Operations while providing consistent operational support for assigned Prepreg accounts.
Duties and Responsibilities Business Analysis & Technology Projects- Partner with Sales Operations and Sale stakeholders to identify business needs, document requirements, evaluate current processes, and translate operational requirements into technology and process solutions.
- Coordinate and drive Sales Operations technology projects from requirements through implementation by defining deliverables, project plans, milestones, responsibilities, dependencies, and completion criteria.
- Monitor project progress, risks, resource constraints, dependencies, and changes in scope; facilitate issue resolution and elevate barriers that could affect successful or timely delivery.
- Coordinate activities among Sales Operations, business stakeholders, technical resources, and other cross-functional partners to maintain alignment, accountability, and project momentum.
- Support implementation, testing, documentation, user readiness, and adoption of technology and process improvements.
- Develop, maintain, and improve recurring and ad hoc reporting to support Sales Operations performance, forecasting, revenue, fulfillment, backlog, customer activity, and management decision-making.
- Analyze business data and processes to identify trends, discrepancies, risks, opportunities, and root causes; translate findings into actionable business recommendations.
- Identify and implement opportunities to standardize, automate, and improve Sales Operations processes, reporting, ERP/CRM workflows, data quality, and documentation.
- Serve as an operational point of contact for assigned Prepreg accounts, partnering with Sales Account Managers and customers to understand requirements, coordinate activities, and support a consistent customer experience.
- Manage the operational lifecycle of customer requirements, including quotes, purchase orders, pricing, contracts, order status, fulfillment requirements, and related customer documentation.
- Maintain timely and accurate customer, order, pricing, compliance, and account information within applicable ERP and CRM systems and coordinate required updates across Sales and supporting functions.
- Proactively monitor assigned account and order activity, identify potential delivery, documentation, pricing, compliance, or fulfillment issues, and coordinate resolution with Sales, Sales Operations, Compliance, and other appropriate stakeholders.
- Coordinate customer communications related to order status, documentation, changes, and issue resolution while maintaining alignment with the responsible Sales Account Manager.
- Support applicable…
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