Sales Operations Coordinator
heartwood investment partner
Dallas, TX · Posted August 11, 2026
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Where Dallas, TX ranks
Where Dallas, TX placed in our monthly rankings, month by month. Each month stays online at its own address.
November 2026
- #2Best cities for construction and real estate jobs170 openings · of 13
- #2Best all-round cities for remote workers in the Southwest89 / 100 · of 15
- #2Best all-round cities for AI careers in the Southwest84 / 100 · of 15
- #3Cities with the most jobs that do not need a four-year degree in the Southwest401 jobs · of 38
- #3Best cities for software and engineering jobs in the Southwest772 openings · of 33
- #3Best all-round cities for mid-career professionals in the Southwest72 / 100 · of 15
Rankings about sales jobs
- Best cities for sales jobs #1 New York (2,774 openings)
- Best cities for sales pay after cost of living #1 Santa Clara ($175k)
- Most requested AI skills in sales jobs #1 AI tools in daily work (4.1%)
- AI tools named most often in sales jobs #1 Gong (0.93%)
- Employers with the most sales jobs #1 Charter Communications (389 roles)
How AI is used in this kind of work
AI use among sales managers is little observed so far. Measured exposure for sales managers: 4% (little observed).
Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.
Skills this job asks for
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About the job
JOB TITLE: Sales Operations Coordinator DEPARTMENT: Sales FLSA STATUS: Non-Exempt LAST REVISED: July 2026
SUMMARY
Reporting to the National Sales Managers (2), the Sales Operations Coordinator provides administrative and operational support to the Sales organization by ensuring the accurate and timely execution of sales-related activities. This position plays a key role in supporting independent retailers, strategic accounts, and internal sales personnel through customer onboarding, data management, order support, reporting, and cross-functional coordination.
The Sales Operations Coordinator serves as a trusted partner to the Sales team by maintaining accurate customer information, facilitating communication across departments, and helping ensure seamless customer experience from account setup through ongoing support. Success in this role requires exceptional attention to detail, organizational skills, responsiveness, and a strong commitment to customer service.
PRIMARY RESPONSIBILITIES
Provides day-to-day administrative support to the Sales team, including independent retailers and strategic accounts.
Coordinates the onboarding of new customers by accurately entering and maintaining customer information across multiple business systems.
Ensures customer account setup documentation is complete, accurate, and processed in a timely manner.
Maintains customer master data, pricing, sales agreements, and other account-related information while ensuring data integrity.
Assists Sales Representatives with preparing customer proposals, presentations, reports, and sales materials.
Responds to customer inquiries and routes requests to the appropriate internal departments for timely resolution.
Partners with Customer Experience, Finance, Operations, Product Development, Marketing, and other departments to support customer needs and ensure efficient execution of sales activities.
Assists with order management by monitoring customer requests, tracking order status, and communicating updates as needed.
Generates and distributes sales reports, customer activity reports, and other business metrics to support decision-making.
Maintains organized electronic and physical customer records in accordance with company standards.
Assists with coordinating customer meetings, travel arrangements, trade shows, and other sales-related events.
Supports special projects, process improvements, and other administrative initiatives as assigned.
Maintains confidentiality of customer, pricing, and company information at all times.
KNOWLEDGE, SKILLS & EXPERIENCE
Strong organizational skills with the ability to manage multiple priorities and meet deadlines.
Excellent attention to detail and commitment to data accuracy.
Strong verbal and written communication skills with a customer-focused approach.
Ability to build positive working relationships across multiple departments.
Demonstrated ability to prioritize work in a fast-paced environment.
Strong analytical and problem-solving skills with the ability to identify and resolve issues independently.
Ability to handle confidential information with professionalism and discretion.
Self-motivated with the ability to work independently while contributing effectively within a team environment.
Proficiency in Microsoft Office Suite, particularly Excel, Outlook, Word, and PowerPoint.
MINIMUM REQUIREMENTS
High school diploma or equivalent required; associate or bachelor's degree in business administration, Marketing, or a related field preferred.
Two or more years of administrative, sales support, customer service, or account coordination experience.
Experience with data entry and maintaining customer information in ERP or CRM systems.
Strong proficiency with Microsoft Office applications.
Excellent organizational, communication, and customer service skills.
DESIRABLES
Experience supporting a business-to-business (B2B) sales organization.
Experience in the furniture, manufacturing, or consumer products industry.
Working knowledge of Oracle or other ERP systems.
Experience onboarding large retail or strategic customer accounts.
Advanced Microsoft Excel skills including PivotTables, VLOOKUP/XLOOKUP, and data analysis.
Experience supporting trade shows, sales meetings, or customer events.
EFFORT
Frequently sits and uses a computer, keyboard, telephone, and other office equipment.
Frequently communicates with internal departments and external customers via phone, email, and virtual meetings.
Occasionally stands, walks, bends, and moves throughout the facility.
Occasionally lifts and/or moves materials weighing up to 25 pounds.
Occasional travel may be required to support business meetings or customer events.