Role Overview
- The Sales Operations Coordinator increases Business Development (BD) productivity by removing administrative burden and ensuring commercial execution is disciplined, visible, and predictable.
- Acting as the operational backbone for the BD team, this role owns CRM hygiene, bid coordination, pipeline management, and commercial reporting to enable the sales team to focus on closing business.
Responsibilities
CRM & Data Integrity:
- Ensure 100% of opportunities and contacts are captured in CRM with accurate stages and complete records.
- Maintain CRM hygiene: dedupe, enrich, and enforce data standards and workflows.
- Administer CRM settings, automation, and user access in partnership with IT.
Bid & Proposal Management:
- Manage end-to-end bid submission process: intake, coordination, quality checks, and on-time delivery.
- Maintain bid calendar, templates, and submission standards.
- Lead one bid submission end-to-end and escalate blockers proactively.
Pipeline & Opportunity Management:
- Maintain an active pipeline dashboard; ensure no opportunity goes more than 7 days without activity.
- Ensure every opportunity has a next action assigned and a clear owner.
- Coordinate internal pipeline reviews and follow-up schedules.
Reporting & Forecasting:
- Produce accurate weekly and monthly commercial reports and dashboards for MD and BD leadership.
- Own pipeline reporting cadence, forecast inputs, and reconciliation with Finance.
- Track key metrics (CRM accuracy, bid timeliness, follow-up compliance, forecast variance)
Client & Stakeholder Coordination:
- Coordinate client follow-ups and track all internal and external commitments to closure.
- Serve as the single point of contact for BD operational queries and escalations.
- Liaise with Finance on invoicing triggers, contract documentation, and commercial handovers.
Process Improvement & Governance:
- Design and implement repeatable processes (opportunity lifecycle, bid playbooks, reporting templates).
- Enforce SLAs for response times, bid turnarounds, and reporting delivery.
- Train BD team on tools, processes, and best practices.
Success Metrices (First 6 Months)
- 100% of opportunities captured in CRM with 95%+ data accuracy.
- 100% of bid submissions delivered on time and to quality standards.
- No opportunity to be inactive for more than 7 days; 100% next-action assignment.
- Weekly and monthly pipeline reports delivered on schedule with actionable insights.
