Sr. Sales Operations Coordinator
Description
Title: Sr. Sales Operations Coordinator
Group/Team: Accounts & Sales
Reports To: Sr. Director, Sales Operations
Location: Remote
Employment Type: FT, Salary, Exempt
Travel Requirements: 10%
OPUS AGENCY
Opus Agency is a future-forward full-service global event agency with over 400 team members in the United States, London, Sydney, Singapore, and New Zealand. Our portfolio of clients includes world-shaping brands such as Amazon, Google, Microsoft, Salesforce, ServiceNow, and many others. As we look ahead to 2026 and beyond, our profound opportunity is to shape the future of events in an increasingly AI-infused world. In an era where digital interactions often dominate, the authenticity of real-world connections will become paramount. Events will emerge as the #1 priority for CMOs, driving brand success and fostering deep, meaningful relationships with audiences.
Our Growth team plays a critical role in this vision, partnering with world-shaping brands like Microsoft, Google, and Salesforce, as well as an ever-expanding roster of category creators and fast-growing global brands. With these clients, we don’t just respond to change; we shape it by pulling the future forward and leading them into a new era of event marketing. As a Sr. Sales Operations Coordinator, you will be at the forefront of this mission, driving innovative and impactful strategies that align with this events-driven vision for the future.
WHAT WE ARE LOOKING FOR
The Sr. Sales Operations Coordinator provides overall day-to-day support to ensure the effective data management of all sales proposals and opportunities. Administrative tasks include managing multiple inputs on updates to revenue and opportunity forecasts participating in business development tracking calls and providing support to the business development team across Opus’s sister agencies.
ESSENTIAL DUTIES & EXPERIENCE
Account Support
- Customer-Relationship Management system (CRM) Assistance:
- Assist AE with entering or updating project opportunities into the CRM system as needed
- Update and maintain project opportunities in CRM as needed
- Assisting AE with pitch codes and soft launches if needed
- Launching project codes (hard launch)
- Adding project team members to Tempus
- Help AE create Kick-off PowerPoint Decks both internal kick-off deck and external/client kick-off deck as well as with Account Review PPT’s or other PPT’s related to pitching new Client opportunities
- Help organize Client Holiday gifts for AE’s
- Ship promo items to remote Account Management and Solutions Team members
- Maintain/update training and resource documents
- Attend Account Management team meetings and offsite
- Assist Account Executive team with special projects as needed
- Creating and maintaining box client folders and project folders
- Create Client event project folder on Box
Business Operations Support
- Project manage proposals/Direct Asks
- Project manage the proposal process internally including timeline and deliverables through each stage
- Collaborate with Account Executive and Pricing Leads to ensure the services are priced according to the specified opportunity needs (ex: quality checking for pricing errors missed services overlap between service lines)
- Prepare the proposal’s outlining pricing and scope gathered from the Pricing Leads; refine scope descriptions as needed; write new scope descriptions as needed
- Facilitate the AE’s reviews of the draft proposal
- Facilitate and follow up on AE pricing questions or pricing changes to Pricing Leads during reviews
- Prepare final proposal for AE to submit to client
- Manage any revisions to proposals post-submission
- Prepare final proposal for AE to submit to client
- Organize and maintain the Client proposal resource folder
- Create SOWs and obtain legal review and approval.
- Track Purchase Order information for Client SOWs.
- Data Processing Exhibit A (DPE)
- Fill out the DPE reaching out to the Project Leads for support and review
- Work with Opus Legal on questions regarding the DPE during the SOW review process
- Budgets (if AC is acting as a CFM for small projects)
- Work with Account Management/Solutions Team to create and send through Budget QC then Opus Legal
- Manage change orders through project launch
- Fill out change order forms as needed
- Receive all change orders and implement the change order on the existing Microsoft SOWs add fees to SOW pricing tables and update invoice schedule
- Send to AE for to submit to client for a Purchase Order extension
- Notify Accounting Manger if invoice milestones amounts or dates have changed as a result of change order
- Complete close out if acting as a CFM for small projects
- For Microsoft: Work with Accounting Manager to gather final expenses and update SOW with final numbers
Competencies
- Exceptional attention to detail
- Clear articulation of needs and data to internal service lines
- Professionalism
- Creative problem-solving skills
- Time Management Skills
- Task/project management
- Interpersonal Communication
- Professional written & verbal communication
- Presentation Skills
Required Qualifications
- Bachelor’s degree
- Two years of Salesforce.com or financial data entry experience; or equivalent combination of education and experience
- Strong Excel skills
- Experience with budget and financial management
- Knowledge of project management tools and procedures
- Ability to take initiative to learn and produce high quality work
- Ability to work on multiple projects simultaneously without a reduction in accuracy or quality of work product
- Ability to communicate with all levels of employees clients vendors contractors and other stakeholders
- Ability to work independently as well as in a team.
- Successfully perform in a high stress fast-paced environment.
- Excellent written and oral communication skills
- Ability to read edit customize and manipulate data and reports
- Actively participate in team meetings as required by providing challenges and solutions to benefit other team members and treating all proprietary information as confidential.
WHAT YOU CAN EXPECT IN RETURN
- Full time position
- Opportunities for growth and development
- Health & Dental Insurance (choice of plans)
- 100% Employer paid short-term disability and life insurance
- Opportunity to elect additional life insurance and LTD insurance at employee expense
- Paid parental leave
- Opportunity to contribute pre-tax dollars to flexible spending accounts
- 401(K) with employer match
- Flexibility in work schedules
- Generous time off
HOW WE’LL TAKE CARE OF YOU
Our job titles may span more than one career level. The starting salary for this role is between $60,000 and $72,000. Our salary ranges are based on third-party national average market compensation analysis. The actual salary is dependent upon many factors, such as: training, transferable skills, work experience, business needs, and market demands. The salary range is subject to change and may be modified in the future.
NOT SURE IF YOU SHOULD APPLY?
Studies show that those identifying as under-represented individuals might have talked themselves out of applying at this point. Don’t worry about checking every single box. At Opus Agency, we are dedicated to building a versatile, inclusive team with a variety of backgrounds and a growth mindset - so if you’re excited about this role, but your past experience doesn’t align perfectly with every single item listed in this job description, we encourage you to apply. You may just be the right candidate for this role, or we may have other roles that better align with your skillset.
PHYSICAL REQUIREMENTS:
Individuals will be required to sit for the majority of the day and may be required to stand as needed. May require ability to ambulate primarily on a level surface for periodic periods throughout the day. Individuals may be required to travel via airplane, train, taxi, car and/or other means of transportation, as needed.
The job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change, or new ones may be assigned at any time with or without notice.
OTHER DUTIES AND ACKNOWLEDGEMENT
The above noted job description is not intended to describe, in detail, the multitude of tasks that may be assigned but rather to give the employee/ candidate a general sense of the responsibilities and expectations of the position. Duties, responsibilities, and activities may change at any time with or without notice. This does not create an employment contract, implied or otherwise, other than an "at will" relationship. This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.
Opus Agency does not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. All employment is decided based on qualifications, merit, and business need. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
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