A sales office coordinator is an administrative assistant who performs a number of clerical tasks in an office to ensure smooth operations. The coordinator works on a computer to plan and schedule various tasks around the office. They often make appointments with input from clients and monitor the schedule of sales representatives to ensure there are no scheduling conflicts. The sales office coordinator also reaches out to clients and colleagues to remind them of sales appointments. They may also schedule to set aside space for the client appointment, and ensure any required equipment or items (such as drinks or office supplies) are present.
Aside from scheduling client appointments, the sales office coordinator also makes and authorizes travel plans. They handle paperwork for expense reporting and helps ensure that all travel expenses fit within their organization's or department's travel budget. The sales office coordinator may performs other support tasks, such as reviewing marketing reports to ensure accuracy and that there are no typos. They may develop any charts or graphs that need to be attached to the report and prepare materials to be used in client meetings. The office coordinator may also act as a note taker at meetings to keep accurate minutes.
Sales office coordinator positions generally require previous experience in a similar role. A high school diploma or equivalent may be required as well.
Sales Operations Coordinator Tasks
- Follow-up with calls to prospective clients to provide additional product/services information.
- Act as liason between outside sales and customers by keeping in contact with prospective clients throughout the sale.
- Provides clerical support.