Sales Operations Coordinator

The Sales Operations Coordinator at Platform Science will be responsible for ensuring that our customers receive accurate and timely proposals. This includes managing the complex approval process, confirming that terms align with margin targets, and using CRM tools to maintain critical sales metrics. The role demands collaborative efforts across Sales, Product, Finance, and Legal teams to guarantee that all proposals and contracts are meticulously accurate.

Candidates applying for the Sales Operations Coordinator position at Platform Science should have at least 5 years of experience in orchestrating B2B transactions within the SaaS, IoT, or enterprise software/hardware sectors. A strong understanding of project management, excellent attention to detail, and a customer service-oriented approach are highly important for success in this role.

At Platform Science, collaboration is fundamental to our success. As a Sales Operations Coordinator, you will engage with various stakeholders from Sales, Product, Finance, and Legal departments. We foster an environment where team members communicate openly and work closely under tight deadlines, ensuring that our proposals are not only accurate but also tailored to meet customer needs.

The Sales Operations Coordinator role at Platform Science comes with various benefits for regular full-time employees. These include medical, dental, and vision insurance, short and long-term disabilities, life insurance, a robust 401k plan, and generous paid leave policies including parental leave. We aim to support our employees both personally and professionally.

The total compensation for the Sales Operations Coordinator role at Platform Science typically ranges from $51,700 to $92,500, depending on factors such as skill set, experience, and location. The role may also include additional bonuses, equity, and benefits, reflecting our commitment to rewarding talent.

In interviews, you can explain how you previously handled competing priorities by organizing tasks based on deadlines and importance. Highlight tools or processes you apply, such as a task management system or regular check-ins with team members about standings on proposals.

Here, emphasize your familiarity with CRM tools and how you've used them to maintain sales metrics and improve processes. Discuss specific outcomes you achieved, like faster proposal delivery or improved tracking of sales cycles.

Detail your systematic approach for identifying pricing risks, utilizing data analysis to back up your findings. Discuss initial steps for elevating these insights to leadership, integrating risk management into proposal development.

Explain your flexible approach to last-minute changes while emphasizing accuracy. Discuss a method you follow for assessing the change's impact and ensuring all necessary approvals are secured quickly.

Stress the importance of customer service in creating proposals that meet client needs. Explain how you cultivate relationships with internal teams to ensure the customer receives accurate proposals that align with their expectations.

Share your methodical approach to review processes and checks you implement to preserve accuracy, including peer reviews, approval workflows, and using technology to aid in accuracy checks.

Share a specific example illustrating your collaborative efforts, the departments involved, and how your teamwork led to successful outcomes, particularly focusing on your communication and adaptability skills.

Outline your proactive approach to identifying bottlenecks and initiating improvements, such as setting metrics to evaluate current processes and how you gather feedback from peers for enhancements.

Reflect on your passion for ensuring smooth sales processes and how you find fulfillment in helping teams succeed by providing them with the tools they need. Mention the dynamics of a fast-paced environment as a motivating factor.

Reveal the systems you rely on for organization, such as digital tools or creating checklists, and discuss how they enable you to keep track of details while managing an extensive workload efficiently.