About the role

  • Sales Operations Specialist managing CRM oversight, project support, and proposal coordination at MacDonald-Miller Facility Solutions. Streamlining processes and ensuring alignment across sales activities.

Responsibilities

  • Maintain and optimize systems to ensure visibility, reporting, and responsiveness.
  • Keep CRM data accurate and up to date to support timely reporting and strategic planning.
  • Route RFPs to the right internal teams for evaluation and action.
  • Draft and distribute winning emails to internal teams and client stakeholders.
  • Submit and reconcile expense reports in line with company policy.
  • Coordinate industry memberships, sponsorships, and renewals.
  • Ensure smooth project transitions and maintain visibility across departments.
  • Support pursuit-to-project handoffs by initiating job setup and verifying system accuracy.
  • Maintain project lifecycle records for accounting, sales tracking, and operational reference.
  • Ensure all relevant project data is accessible and properly documented from start to finish.
  • Collaborate with the Sales Operations Lead to create compelling proposals for T&M, Sustaining, and Lump Sum contracts.
  • Organize internal tools, templates, and sales resources for efficiency.
  • Provide day-to-day administrative support, including scheduling, document management, and meeting coordination.
  • Serve as a bridge between teams to align and execute shared goals.
  • Coordinate with departments to streamline workflows and support business unit objectives.
  • Gather client feedback and performance metrics to drive continuous improvement.
  • Contribute to the refinement of sales operations tools, processes, and best practices.
  • Support the Business Unit Director and Sales Operations Lead in operating efficiently and strategically.
  • Manage schedules, communications, and priorities for business unit leadership.
  • Prepare high-quality presentation materials, agendas, and reports for internal and client meetings.
  • Coordinate logistics for travel, events, and meetings to ensure smooth execution and professionalism.

Requirements

  • A strong track record of delivering exceptional customer service with a results-driven mindset.
  • Outstanding organizational and time management skills to balance multiple priorities effectively.
  • Excellent communication skills, both written and verbal, to engage with stakeholders and ensure clarity.
  • Sharp attention to detail to maintain accuracy in reporting, project setup, and documentation.
  • A collaborative spirit to work seamlessly with cross-functional teams and align on shared goals.
  • Strong problem-solving skills and adaptability to navigate challenges and drive successful outcomes.

Benefits

  • Medical, dental, vision for employees (coverage available for dependents for shared premium).
  • 401k retirement plan including Company matching.
  • Vacation and Sick Compensation (PTO), and Holiday Pay!
  • Disability income protection including short term and long-term disability.
  • Employee and dependent life insurance.
  • Wellness Program.
  • Employee Assistance Program.

Job title

Sales Operations Specialist

Job type

Experience level

Mid levelSenior

Salary

$32 - $41 per hour

Degree requirement

No Education Requirement

Location requirements

Report this job

See something inaccurate? Let us know and we'll update the listing.

Report job