Reports To: Operations Manager
Location: Oswestry
Department: Sales Operations / Business Operations
Role Overview
The Sales Operations Coordinator supports the day-to-day execution of the sales operations process, ensuring that opportunities, proposals, and order documentation are accurate, well-organised, and progressed efficiently through the defined sales stages.
Working under the guidance of the Sales Operations and Operations leadership team, this role provides administrative and coordination support across sales activity, helping maintain pipeline visibility, documentation quality, and process consistency.
Key Responsibilities1. Sales Process Support
- Assist in progressing opportunities through the sales stages (Qualify → Propose → Agree → Close) by:
- Updating CRM records
- Tracking key actions and dependencies
- Following up on outstanding inputs with internal teams
- Maintain clear and accurate records of:
- Opportunity status
- Key dates and milestones
- Supporting documentation
2. Proposal & Documentation Support
- Prepare and format:
- Sales quotations
- Proposals
- Statements of Work
- Ensure documents are:
- Complete
- Using approved templates
- Version-controlled and correctly stored
- Support the coordination of inputs from Sales, Finance, and Operations for proposal preparation
3. CRM & Data Administration
- Maintain CRM accuracy, including:
- Opportunity updates
- Customer and contact records
- Activity tracking
- Support pipeline reporting by ensuring:
- Data is up to date
- Required fields are completed
- Assist with the preparation of basic reports and dashboards
4. Deal Desk & Approval Support
- Support the deal desk process by:
- Collecting required documentation
- Tracking approval status
- Following up with stakeholders to ensure timely responses
- Ensure all required approvals and documentation are captured and stored appropriately
- Escalate delays or issues to the Sales Operations or Operations Manager as required
5. Bid & Tender Coordination Support
- Assist with bid and tender processes by:
- Formatting responses
- Collating inputs
- Tracking deadlines and deliverables
- Maintain and update:
- Bid templates
- Document repositories
6. Cross-Functional Coordination
- Liaise with internal teams (Sales, Finance, Operations, Legal) to:
- Gather information
- Coordinate timelines
- Ensure tasks are completed
- Support smooth handover of won deals to delivery teams by ensuring required documentation is complete
7. Process & Administrative Support
- Follow defined sales operations processes and guidelines
- Maintain organised filing and document management systems
- Identify and highlight process gaps or inefficiencies to management
Skills and Experience
- Previous experience in an administrative, coordination, or support role (sales support, operations, or office administration preferred)
- Strong organisational and time management skills
- High attention to detail, particularly with documentation and data
- Comfortable working with Microsoft Office and CRM systems
- Good communication skills and ability to work across teams
Pay: £33,000.00-£37,000.00 per year
Work Location: In person