Sales Operations Coordinator

Posted 6 Hours Ago
5 Locations
In-Office or Remote
Junior
Information Technology • Software • Consulting • Cybersecurity
The Role
Supports sales operations by creating quotes, processing orders, coordinating customer onboarding, maintaining CRM data, assisting with proposals and E-rate/RFP submissions, and resolving customer inquiries. The role coordinates with sales, finance, provisioning, engineering, and customers to ensure accurate documentation, timely fulfillment, efficient onboarding, and continuous process improvement. It is remote within specified states and requires up to 20% travel.
Summary Generated by Built In

UDT is a national technology solutions provider that modernizes, connects, secures, and manages technology environments for commercial enterprises, state and local governments, and educational institutions. The trusted advisor to many of the nation’s top K-12 school districts and corporate leaders across a spectrum of industries including hospitality, health care, financial services and more – UDT offers one of the most robust suites of customizable, end-to-end technology solutions in the industry. With a portfolio that spans IT managed services, endpoint lifecycle solutions, cybersecurity, networking, computing, cloud, connectivity, and voice services, UDT helps clients align technology with their most important business priorities – empowering insight-driven IT strategies that accelerate innovation, streamline costs, and reduce risk. Founded in 1995 and headquartered in Miramar, Florida, UDT has more than 400 professionals nationwide and growing operational facilities in Florida, Tennessee, Texas, and South Carolina. For more information, visit udtonline.com.

This position is remote, but must be located in one of the following states:  Florida or Tennessee (preferred), North Carolina, South Carolina, Georgia, Oklahoma, Texas

Sales Operations Coordinator

The Sales Operations Coordinator plays a critical role in supporting the sales organization by managing quotes, orders, customer onboarding and day-to-day sales support while ensuring operational efficiency and a high level of customer satisfaction. This role serves as a key liaison between sales, customers, and internal teams to streamline processes, improve data accuracy, and support revenue growth initiatives. 

 

Responsibilities:

Sales Support 

• Provide day-to-day administrative and operational support to the sales team 

• Assist with pipeline tracking, reporting, and CRM data maintenance 

• Support preparation of proposals, presentations, and customer-facing documentation 

• Partner with sales to improve efficiency and execution of sales processes 

Quote Creation & Management (Data and Voice) 

• Prepare accurate and timely quotes for Data and Voice solutions in alignment with customer requirements and company pricing standards 

• Collaborate with sales teams to ensure proper configuration, pricing, and product/service selection 

• Maintain quote documentation and ensure adherence to internal approval processes 

• Update and manage quote revisions as needed throughout the sales cycle 

Order Processing & Management 

• Convert approved quotes into accurate orders within internal systems 

• Coordinate order submission, tracking, and fulfillment with internal departments (e.g., provisioning, finance, engineering) 

• Monitor order status and proactively resolve issues or delays 

• Ensure all required documentation is completed and compliant prior to order submission 

SPS Customer Onboarding 

• Facilitate seamless onboarding for SPS (or applicable service platform) customers 

• Coordinate cross-functional onboarding activities including but not limited to completion of applicable NOC forms, UDT Hub access and site uploads across systems.  

• Maintain onboarding timelines and communicate progress with internal stakeholders and customers 

Customer Support 

• Act as a point of contact for operational and service-related customer inquiries 

• Assist with issue resolution by coordinating with internal teams 

• Provide status updates, documentation, and follow-up to ensure customer satisfaction 

• Support account maintenance activities post-sale 

E-rate and RFP Assistance 

• Assist in the preparation and submission of E-rate documentation in compliance with program requirements 

• Support RFP/RFQ responses by gathering required information, coordinating inputs, and ensuring timely submissions 

• Maintain organized documentation and ensure adherence to deadlines and compliance standards 

Process Collaboration & Improvement 

• Identify opportunities to enhance operational processes, workflows, and documentation 

• Collaborate with cross-functional teams to implement process improvements and best practices 

• Ensure consistency, accuracy, and efficiency across sales operations activities 

• Contribute to training materials and knowledge-sharing initiatives 

Qualifications 

Education & Experience 

• Bachelor’s degree in Business, Communications, or related field (or equivalent experience) 

• 2+ years of experience in sales operations, customer support, or a related role 

• Experience in telecommunications, hosted voice, or connectivity solutions preferred Skills & Competencies 

• Strong attention to detail and organizational skills 

• Ability to manage multiple priorities in a fast-paced environment 

• Excellent written and verbal communication skills 

• Proficiency with CRM systems (e.g., Microsoft Dynamics) and Microsoft Office Suite 

• Strong problem-solving and cross-functional collaboration abilities 

• Understanding of quoting, order management, and onboarding processes 

Key Success Metrics 

• Accuracy and turnaround time of quotes and orders 

• Customer onboarding efficiency and satisfaction 

• Order completion timelines and issue resolution effectiveness 

• Contribution to sales team productivity and process improvements


Must be able to travel up to 20%.

What UDT offers you 

We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to the organization. UDT’s Total Rewards package includes medical, dental, vision, life and disability coverage as of the 1st of the month, health savings accounts, flexible savings accounts, 401(k) plan with company match, 7 annual holidays and unlimited paid time off options.

Join us and be part of an inclusive, energizing, and collaborative environment. UDT is an Equal Opportunity Employer who is committed to workforce diversity. Qualified applicants will receive consideration without regard to age, race, color, religion, sex, sexual orientation, disability, or national origin. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.

Employment is contingent upon successful completion of background and pre-employment drug screen. UDT is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status

Skills Required

  • Bachelor's degree in Business, Communications, or a related field, or equivalent experience
  • At least 2 years of experience in sales operations, customer support, or a related role
  • Experience with telecommunications, hosted voice, or connectivity solutions
  • Proficiency with CRM systems, such as Microsoft Dynamics
  • Proficiency with Microsoft Office Suite
  • Strong attention to detail and organizational skills
  • Ability to manage multiple priorities in a fast-paced environment
  • Excellent written and verbal communication skills
  • Strong problem-solving and cross-functional collaboration abilities
  • Understanding of quoting, order management, and customer onboarding processes
  • Ability to travel up to 20%
  • Successful completion of a background check and pre-employment drug screen
  • Authorization to work in the United States without current or future employment visa sponsorship
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The Company
HQ: Miramar, Florida
624 Employees
Year Founded: 1995

What We Do

UDT is a technology enabler that helps clients in major industries evaluate, architect, provide, secure, and manage technology on the go, in the rack and in the cloud. UDT provides flexible and interoperable services, including mobility, cloud, collaboration, data, cyber security and software and IT as a service. The company also provides technical, professional and managed services. Accomplish more with UDT. Our purpose and passion is to radically energize our clients’ performance, mitigate their technology risk and speed time to value. We exist to create seamless experiences and competitive advantages for enterprises investing in their future. In our impassioned focus to deliver high value for our clients, we are a team driven by smart business sense, critical thinking, unconventional problem-solving, hard work, and old-fashioned ethics. When we say the client comes first, those aren’t just empty words: we prioritize you and build long-term relationships based on trust, results and the relentless pursuit of excellence. We understand that you need to invest in technology to meet your specific business needs – and that means having the right level of skills to ensure that technology is put in place so that it delivers what it was intended to deliver. Our comprehensive services and solutions will assist your IT teams with the successful implementation of your technology. We have the consulting skills and technical expertise to deliver end-to-end, multivendor solutions across your entire enterprise. We are privileged to offer transformational solutions that: clients adopt to advance their missions; partners recognize as industry leading; employees are proud of; community benefits from.

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