Sales Operations Coordinator

At Idealist Consulting, we are innovators and problem-solvers committed to global progressive action. We help organizations grow through Salesforce implementation, marketing automation, and custom application development. Idealist Consulting has been B Corp Certified since 2008.

As a Sales Operations Coordinator, you will support sales team effectiveness and efficiency through administrative support, data tracking, and the coordination of cross-functional efforts. Your work will help drive informed decision-making and contribute to revenue growth.

This position is part-time, hourly and reports to the VP of Growth and Development.

• Sales Tools & Technology Management
• Facilitate the selection, implementation, and adoption of sales tools and technologies to streamline workflows and boost productivity.
• Monitor new system releases, software updates, security compliance requirements, and system exceptions.
• Advise on platform renewals by auditing current use, anticipating future needs, and ensuring alignment with business goals.
• Facilitate the digital tool procurement process in collaboration with the Operations Manager.
• Drive user adoption of existing tools through education, training, and ongoing support.
• User Training & Support
• Onboard, train, and offboard sales team members on sales-specific systems and platforms.
• Create tip sheets and provide ongoing support to enhance system usability.
• Train the Idealist Consulting team on usage norms and best practices.
• Monitor the #helpdesk channel and provide troubleshooting support for system users.
• Sales Process & Data Management
• Maintain data governance standards, including file organization and permission sets.
• Perform light system administration with opportunities for growth in technical responsibilities.
• Track and analyze key sales performance metrics to provide actionable insights.
• Support sales forecasting and planning efforts to ensure accurate revenue predictions.
• Identify bottlenecks in the sales process and implement improvements for increased efficiency.
• Facilitate the maintenance of Sales Department Wiki(s)
• Executive Assistance Assist the VP of Growth with special projects and initiatives as needed.
• Prepare reports, presentations, and other materials on an as-needed basis.
• Provide additional operational support to ensure timely completion of key sales objectives.
• Adapt to changing priorities and be flexible in managing new and unforeseen tasks.

• Base line:
• 2+ years of experience in sales operations, sales support, or a similar role
• Strong proficiency in Salesforce CRM use with basic administration preferred
• Analytical mindset with the ability to interpret data and generate actionable insights
• Excellent organizational skills and attention to detail
• Strong communication and interpersonal skills
• Ability to work independently and collaborate with cross-functional teams
• Experience in training and onboarding individuals to cloud based solutions
• Natural tech-savvy with enthusiasm for growing this experience
• Strong attention to detail and organizational skills
• Systems thinker with a growth mindset
• Previous experience working with remote teams
• Comfortable working in Google Suite (including Sites), Slack, and Salesforce (or other CRM)
• Extra Credit:
• Admin experience in Salesforce or other systems
• Empathy for sci-fi nerdery (especially Star Trek)

• Equitable total compensation package & human work weeks
• Flexible workday scheduling so you can take personal appointments during the day when you need to
• Healthcare benefit package options that meet the diversity of our team’s needs
• Generous Paid Time Off policy
• Paid Volunteer Time to encourage community involvement and civic engagement
• 401k employer match and short term leave available with tenure

A Little More About Us:

Idealist Consulting was founded in 2006 by returning Peace Corp volunteer Rob Jordan to help nonprofits and progressive organizations grow mission impact through technology. We’re committed to delivering innovative technical solutions to empower organizations working on some of the world's most important causes.

Idealist Consulting is an equal opportunity employer. Idealist Consulting does not discriminate against individuals on the basis of race, color, gender, sexual orientation, gender identity, religion, disability, age, genetic information, veteran status, ancestry, or national or ethnic origin in the administration of its consulting and employment policies. We have a majority female leadership team and believe in the B Corp Declaration of Interdependence which states that businesses should aspire to do no harm and benefit all. Read our Commitment to Diversity, Equity, and Inclusion on our Ethics page.