| Location | Waukesha, WI |
Title: Sales Operations Coordinator
Location: Waukesha, WI
Fully on-site role
Our client, a growing industrial machinery manufacturer, is growing their sales team.
This role is ideal for someone who thrives in a fast-paced environment and enjoys balancing customer service, sales
support, operational coordination, and basic financial administration responsibilities. The Sales Operations Coordinator will play a critical role in supporting the sales team, maintaining accurate records, coordinating shipments, processing orders, and ensuring a professional customer experience.
Key Responsibilities
Sales & Customer Support
• Answer incoming customer and vendor phone calls professionally and efficiently
• Support the sales team with day-to-day administrative and operational tasks
• Prepare and send order confirmations to customers
• Assist with parts quotations and estimates
• Coordinate vendor and customer account setup documentation
• Support Sales Reps with commission calculator reporting spreadsheets and approval
• Maintain and update recent sales activity including machine inventory tracking
Order Processing & Logistics
• Process customer orders from entry through invoicing
• Prepare freight estimates and shipping documentation
• Create Bills of Lading (BOLs)
• Coordinate outbound shipments with freight carriers and warehouse personnel
• Track shipments and communicate delivery updates to customers and Sales Reps
• Ensure accuracy of order details, pricing, freight charges, and customer information
Accounting & Administrative Support
• Manage Accounts Receivable (AR) and Accounts Payable (AP) activities
• Assist with invoicing and payment tracking
• Prepare high-level, basic financial summaries and reporting for management
• Maintain organized records and documentation
• Support adherence to company financial controls and operational procedures
Qualifications
• Associate’s or Bachelor’s degree in Business, Accounting, Finance, or related field preferred
• 2–3+ years of experience in sales coordination, customer service, accounting, or administrative support
• Strong proficiency in Microsoft Office Suite
• Experience with:
o QuickBooks
o CRM & ERP systems (preferably Microsoft Dynamics NAV)
• Excellent organizational and communication skills
• Strong attention to detail and ability to multitask
• Ability to work independently while supporting a team-oriented environment
Preferred Experience
• Manufacturing, industrial equipment, supply chain, logistics, or distribution industry experience
• Experience coordinating freight shipments and logistics documentation
• Familiarity with inventory tracking and sales reporting