[Remote] Sales Operations Coordinator
Note: The job is a remote job and is open to candidates in USA. Relevate Health is a company focused on enhancing sales operations, and they are seeking a Sales Operations Coordinator to support core sales processes. This role involves maintaining CRM records, ensuring data quality, and providing administrative support to the sales function.
Responsibilities
- 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
- 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
- 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
- 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
Skills
- 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
- 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
Company Overview