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Envelop Group · 18 hours ago

Sales Operations Coordinator

Indianapolis, IN

Full-time

Onsite

Entry Level

2+ years exp

Envelop Group is a company that provides customized HVAC solutions through strategic partnerships. They are seeking a Sales Operations Coordinator who will support the sales team in managing projects from start to finish, ensuring timely completion while maintaining professionalism and communication with various stakeholders.

AdviceConsultingFacilities Support Services

Growth Opportunities

No H1B

Responsibilities

Create and maintain job documentation and ensure integrity of CRM database by keeping information updated

Coordinate with various team members and vendors to ensure the accurate and timely ordering, tracking, and delivery of equipment and services

Manage procurement processes per project requirements; handle material ordering/tracking, issue purchase orders and subcontracts to qualified vendors

Maintain and communicate job status to the customers throughout the project with and their representatives, including building owners, mechanical contractors, other trades, subcontractors, and field support staff

Schedule and participate in internal project team meetings to ensure accurate transfer of information

Manage closeout documentation including copies of startup reports, IOM procurement and distribution, and warranty letters and ensure all physical documents are uploaded

Other duties as assigned

Qualification

Microsoft OfficeProject managementCRM (Salesforce)ERP (Acumatica)Attention to detailCommunication skillsOrganizational skillsProblem-solvingTeamwork

Required

High school diploma or equivalent is required. A degree or certification in project management, engineering, or a related field can be beneficial

2+ years of administrative experience required

Must have strong attention to detail and administrative skills, with overall exceptional organizational skills

Must have strong communication skills, a proactive approach with willingness to work independently as well as part of a team

Demonstrated ability to perform tasks such as problem-solving, making decisions, learning, thinking rationally and exercising good judgment

Proven experience prioritizing tasks to meet tight deadlines

Proficient with Microsoft Office suite: Outlook, Excel, Word, OneNote, and Teams, in addition to strong computer application and document management skills

Qualified applicants must be legally authorized for employment in the United States without the need for employer-based sponsorship currently or in the future