Sales Operations Coordinator

Posted Yesterday
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Cleveland, OH, USA
In-Office
Junior
Professional Services • Analytics • Consulting • Financial Services
The Role
Support the internal market research sales team with administrative and operational tasks: coordinate calendars and meetings, manage customer databases, execute CRM reports, handle inbound inquiries, assist account management and contract renewals, support event marketing and communications, perform prospect research, and collect customer feedback to identify growth opportunities.
Summary Generated by Built In
Sales Operations Coordinator
Have immediate impact    |    Be passionate about what you do    |    Grow with us
Cleveland Research Company is an employee owned, independent research firm, headquartered in Cleveland, Ohio. Founded in 2006, CRC has expanded to 15 research teams publishing research on over 150 companies. We pride ourselves on a disciplined research process that has us regularly engaged with the industries and companies we cover.  
We are focused on identifying fundamental inflection points to aid in the rigorous analysis of our covered companies and industry forecasts. Our clients find value from getting in front of key themes and trends that lead to better strategic and financial decisions. We are committed to a singular focus on providing the most accurate and reliable research product in the market. If you are interested in equity and market research within an environment that fosters teamwork and excellence, Cleveland Research could be the place for you!
As a Sales Operations Coordinator, you will be responsible for assisting the Internal Market Research Sales team with day-to-day operations tasks and account management.
Responsibilities include:
  • Serve as a liaison between sales, marketing, and research teams
  • Coordinate calendars, schedule meetings, and track follow-up activities to support sales team
  • Provide general administrative and operational support to the sales team
  • Execute and review reports utilizing internal CRM system
  • Assist Internal Sales team in account management and customer service support
  • Maintain customer databases and distribution lists
  • Monitor customer engagement and identify sales growth opportunities
  • Assist with business development initiatives, including prospect research and opportunity tracking
  • Manage and respond to inbound client and prospect inquiries, ensuring timely follow-up and appropriate routing of requests
  • Support event marketing and preparation
  • Prepare, update, and format customer-facing materials
  • Assist with contract renewal process
  • Support pre-event and post-event communications, and follow-up
  • Collect and summarize customer feedback
Position Requirements:
  • A graduate or undergraduate business degree or 2 years of equivalent work experience
  • Ability to think outside of the box
  • Excellent communication skills, both written and verbal
  • Outstanding time management and organizational skills 
  • Strong work ethic and interest in learning the industry 
  • Strong computer skills
  • Attention to detail
  • CRM experience is a plus
  • This position requires a full-time, on-site presence at our downtown Cleveland office in order to effectively work with teams.
BENEFITS: Competitive salary + bonus, fully paid Health insurance coverage, 401(k), and a variety of other perks.
 

Skills Required

  • Graduate or undergraduate business degree or 2 years equivalent work experience
  • Ability to think outside of the box
  • Excellent written and verbal communication skills
  • Outstanding time management and organizational skills
  • Strong work ethic and interest in learning the industry
  • Strong computer skills
  • Attention to detail
  • CRM experience
  • Full-time, on-site presence at downtown Cleveland office
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The Company
153 Employees
Year Founded: 2006

What We Do

Cleveland Research Company is an independent consulting and market intelligence firm specializing in channel and equity research. They provide unbiased insights and data-driven reporting—including surveys and benchmarks—to help institutional investors, corporate executives, and brands capture market share and make strategic investment decisions. The firm focuses on establishing deep relationships across various industry channels to identify real-time trends.

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