Role Description
The Sales Operations Coordinator plays a critical role in supporting the sales organization by managing quotes, orders, customer onboarding, and day-to-day sales support while ensuring operational efficiency and a high level of customer satisfaction. This role serves as a key liaison between sales, customers, and internal teams to streamline processes, improve data accuracy, and support revenue growth initiatives.
Responsibilities:
-
Sales Support
-
Provide day-to-day administrative and operational support to the sales team
-
Assist with pipeline tracking, reporting, and CRM data maintenance
-
Support preparation of proposals, presentations, and customer-facing documentation
-
Partner with sales to improve efficiency and execution of sales processes
-
Quote Creation & Management (Data and Voice)
-
Prepare accurate and timely quotes for Data and Voice solutions in alignment with customer requirements and company pricing standards
-
Collaborate with sales teams to ensure proper configuration, pricing, and product/service selection
-
Maintain quote documentation and ensure adherence to internal approval processes
-
Update and manage quote revisions as needed throughout the sales cycle
-
Order Processing & Management
-
Convert approved quotes into accurate orders within internal systems
-
Coordinate order submission, tracking, and fulfillment with internal departments (e.g., provisioning, finance, engineering)
-
Monitor order status and proactively resolve issues or delays
-
Ensure all required documentation is completed and compliant prior to order submission
-
SPS Customer Onboarding
-
Facilitate seamless onboarding for SPS (or applicable service platform) customers
-
Coordinate cross-functional onboarding activities including but not limited to completion of applicable NOC forms, UDT Hub access, and site uploads across systems
-
Maintain onboarding timelines and communicate progress with internal stakeholders and customers
-
Customer Support
-
Act as a point of contact for operational and service-related customer inquiries
-
Assist with issue resolution by coordinating with internal teams
-
Provide status updates, documentation, and follow-up to ensure customer satisfaction
-
Support account maintenance activities post-sale
-
E-rate and RFP Assistance
-
Assist in the preparation and submission of E-rate documentation in compliance with program requirements
-
Support RFP/RFQ responses by gathering required information, coordinating inputs, and ensuring timely submissions
-
Maintain organized documentation and ensure adherence to deadlines and compliance standards
-
Process Collaboration & Improvement
-
Identify opportunities to enhance operational processes, workflows, and documentation
-
Collaborate with cross-functional teams to implement process improvements and best practices
-
Ensure consistency, accuracy, and efficiency across sales operations activities
-
Contribute to training materials and knowledge-sharing initiatives
Qualifications
-
Bachelorβs degree in Business, Communications, or related field (or equivalent experience)
-
2+ years of experience in sales operations, customer support, or a related role
-
Experience in telecommunications, hosted voice, or connectivity solutions preferred
-
Strong attention to detail and organizational skills
-
Ability to manage multiple priorities in a fast-paced environment
-
Excellent written and verbal communication skills
-
Proficiency with CRM systems (e.g., Microsoft Dynamics) and Microsoft Office Suite
-
Strong problem-solving and cross-functional collaboration abilities
-
Understanding of quoting, order management, and onboarding processes
Requirements
-
Must be able to travel up to 20%
Benefits
-
Competitive compensation package based on performance
-
Medical, dental, vision, life, and disability coverage as of the 1st of the month
-
Health savings accounts and flexible savings accounts
-
401(k) plan with company match
-
7 annual holidays and unlimited paid time off options
Company Description
UDT is a national technology solutions provider that modernizes, connects, secures, and manages technology environments for commercial enterprises, state and local governments, and educational institutions. Founded in 1995 and headquartered in Miramar, Florida, UDT has more than 400 professionals nationwide and growing operational facilities in Florida, Tennessee, Texas, and South Carolina.