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.

Key Responsibilities

CRM and Opportunity Support

• 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.

Sales Processes and Administrative Coordination

• 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 escalate data or workflow issues as needed.
• Coordinate recurring administrative tasks that support selling-season readiness and day-to-day sales operations.

Reporting and Documentation Support

• 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.

Reporting and Documentation Support

• 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.

Required Qualifications

• 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.

Preferred Qualifications

• 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.

Work Environment

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

Equal Employment Opportunity Statement

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 current or future employer sponsorship.

Other Duties:

Please note this job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, talk, frequently required to stand, walk; use hands and fingers, tools, or controls; and reach with hands and arms. If you require accommodation during the application process, please contact [email protected]