Sales Operations & Administrative Coordinator

Role Overview

The Sales Operations & Administrative Coordinator is responsible for CRM/ERP data within Microsoft Business Central, ensuring accurate processing of leads, opportunities, quotes, and orders. Provides critical administrative and marketing support, including trade show planning, collateral preparation, presentation development, and proposal coordination. The position supports the VP of Sales activities across sales, marketing, and customer service.

Primary Responsibilities

Sales Processing

• Lead Processing

  – Enter and validate

• Opportunity Support

  – Create pre-quote lists for bi-weekly discovery meetings

• Quote Generation

  – Process quotes in BC, create Share Point file for quote/price back up and related documents (drawings, SCD, Step files), and (if needed) email chain

• Order Processing

  – Create list for weekly meeting reviews, convert approved quotes to sales orders, create Share Point file include quote file and add purchase orders, T&C, COC, QA requirements and other related documents

• Business Central Data Integrity

  – Maintain clean, accurate records; audit data regularly; ensure alignment between Quote, Sales order, Purchase order and related documents.

• Reports

  – Generate weekly/monthly reports on pipeline, quote activity and bookings.

Trade Show Coordination

Trade show planning, and post lead capture and follow up

– Manage logistics, registration, booth materials, shipping, and vendor coordination.

Marketing Material & Collateral

Marketing asset preparation

– Maintain brochures, product sheets, case studies, and digital assets.

Presentations & Proposals

Presentation development

– Assist in creating PowerPoint decks for sales meetings, trade shows, and executive briefings.

Proposal coordination

— Support drafting, formatting, and assembling proposals; manage version control and support deadlines.

Skills & Qualifications

Proficiency with Microsoft Business Central

• Strong organizational and administrative skills

• Ability to manage multiple deadlines and coordinate cross

‑functional tasks

• Excellent written communication and presentation formatting abilities

• Familiarity with trade show logistics and marketing workflows

• High attention to detail and commitment to data accuracy

You should be proficient in:

• Business-to-Business (B2B)