Sales Support Coordinator

TruWest Holdings is a private holding company that scales companies in the enterprise technology space by providing strategic leadership, operational expertise and financial resources. Privately owned by the Kennedy Family, it operates subsidiaries located in the United States, Canada, UK and Europe.

TruWest Holdings’ portfolio includes TRG, a global managed service provider; Inversion6, tailored cybersecurity solutions; River Capital Finance, equipment leasing/financing; River SaaS Capital, debt and equity investments for B2B SaaS businesses; and Sibling Revelry Brewing, a craft brewery and taproom.

Headquartered in Westlake, OH, our environment, culture, and benefits are second to none. We make sure everyone lives and breathes our core values. From senior leadership to interns, everyone is evaluated on the same criteria. 

With a basketball court, pickleball court, golf simulator, full-scale gym, brewery and restaurant, we strive to provide a space where our employees can take advantage of our work hard, play hard philosophy.

The Sales Support Coordinator is responsible for assisting the sales team with administrative and clerical tasks associated with customer accounts.

• Assists the sales team with the following day-to-day support functions:
  • Processing purchase orders
  • Emails Customers about Repair Orders or Purchase Orders that need attention
  • Oversee RMA requests
  • Provides tracking information and order related details upon request
  • Assists with pulling and quoting TRG contract renewals
  • Works with sales to manage to PR, DR, and PC creations and renewals
  • Assists with demo returns, tracking, and follow up
  • Provide proactive contract renewal support for larger / complex accounts
  • Works with sales to create and manage to special pricing requests and renewals (DRs, PCs, PRs, )
• Works with Procurement Specialists to ensure smooth order process
• Acts as POC to customers when assigned team member(s) are out of the office and provides the following support functions:
  • Quote creation
  • Obtains and processes purchase orders
  • Order status follow up and tracking
• Performs proactive management of team’s SFDC
  • Regularly reviews neglected account reports for each assigned sales team member
  • Ensuring close dates are valid
  • Understands all aspects of SFDC and provides trainings to the sales team on an as-needed basis
• Provides customer training and support for ServiceHub
• Works directly with vendors and distributors as needed
• Continuing education around products offered by each vendor including attending learning sessions with
• May need to travel as required for meetings and/or
• May be involved in the planning, organization, and implementation of special events, specific projects, or program
• Employee may be asked to complete related duties other than those indicated above as assigned by their

• Bilingual, Spanish & English

• Associates Degree
• At least 2 years of experience in an administrative support role is
• Ability to successfully pass a criminal background
• Ability to prioritize multiple projects in a fast-paced
• Accuracy, organization, and attention to detail are required to coordinate all aspects of
• Excellent communication skills to coordinate with other departments involved in
• Good clerical skills, computer, and data entry skills are Experience with MS Office Suite required.
• Prior experience with com (SFDC) is preferred.

• Must maintain regular and reliable attendance to the satisfaction of
• Must be able to operate a computer and other position related
• Must be able to clearly and confidentially communicate with TruWest employees, customers, and other
• Must adhere to TruWest Values at all

• Must be able to remain in a stationary position 50% of the
• Must be able to visually read written and digital
• Must be able to type files and other