Sales Operations Coordinator

What to expect when you join Sikich

Team members at Sikich have a lot in common while also being part of a rich and varied group of contributors, creating a distinct and thriving culture. Chief among our commonalities is a desire for growth and a shared unity of purpose in our professional lives. We believe that through diverse perspectives, challenging the status quo and rewarding action, we accelerate innovation and drive growth – for our clients, for ourselves and for our communities.

The professional services landscape continues to evolve. For Sikich, this means we have an opportunity to further cement our leadership position in this industry and continue to grow our organization in increasingly exciting ways. This growth is meaningful for every team member at our company because larger companies simply see more interesting client opportunities and can attract impressively talented individuals like you. Through a dedicated focus on key business priorities and intentionally creating a rewarding employee experience, Sikich has developed into a highly regarded provider of professional services and a sought-after employer of choice.

Do you want to work with other skilled and agile practitioners who thrive on challenge and growth? We believe everyone has untapped potential. That’s why we lead with vision and act fast, pairing deep expertise with practical solutions. Our teams cut through complexity and deliver real impact. It's our hope that you find more than just a job. At Sikich, you'll find optimism, clear insights and genuine warmth, without egos.

Are you ready to grow with us?

Position summary

 The position of Sales Operations Coordinator will be responsible for playing a critical role in supporting Sikich’s Sales and Growth Leader for Assurance and Tax by strengthening pipeline integrity, improving data visibility, and enabling consistent sales execution across the organization. This role serves as the primary CRM administrator for Assurance and Tax and acts as a liaison to principals, directors, and business developers to ensure accurate opportunity tracking, actionable insights, and disciplined sales operations. 

What will you do in this role?

• Maintain the integrity, accuracy, and visibility of the Assurance and Tax sales pipeline. 

• Increase transparency and confidence in company-wide sales pipeline data. 

• Improve consistency in opportunity tracking, pipeline stages, and probability definitions. 

• Ensure timely and accurate entry of opportunities, updates, and close outcomes. 

• Maintain a clean, current pipeline across all service lines and markets. 

• Monitor data quality and proactively resolve inconsistencies, duplicates, and gaps. 

• Serve as the primary CRM administrator for the Assurance and Tax business. 

• Maintain standardized opportunity stages, probability assumptions, and required fields. 

• Support strong CRM governance through process discipline and data standards. 

• Support the rollout and adoption of process improvements tied to growth initiatives. 

• Provide guidance and best practices to principals, directors, and business developers on CRM usage. 

• Track pipeline progression from lead through close, including stage aging and slippage. 

• Ensure visibility into active, at-risk, and stalled opportunities. 

• Support the development and enforcement of pipeline hygiene standards. 

• Prepare materials for pipeline review meetings and highlight key trends, risks, and opportunities. 

• Track follow-ups, next steps, and accountability coming out of pipeline discussions. 

• Support growth initiatives through CRM analytics and reporting. 

• Assist with the development of sales materials, presentations, and prospecting logistics. 

• Support the development and/or review of proposals and proposal-related materials. 

• Assist with commission tracking and coordinate with Finance on commission calculation processes. 

What do you need to succeed in this role?

• Three (3) plus years of experience in a sales operations or sales support role supporting sales representatives and sales leadership. 
• Experience in professional services, B2B, or a multi-service organization, required; experience operating within a complex, matrixed environment, strongly preferred. 
• Strong analytical skills with the ability to translate data into insights 
• Excellent verbal and written communication skills with the ability to work effectively with professionals at all levels of the organization 
• Strong team player who is comfortable working independently and in a virtual environment 
• Excellent project management, organizational, and time management skills 
• High attention to detail and a proactive, problem-solving mindset 
• Comfort working in Excel, Microsoft Dynamics, Power BI, and related reporting and analytics tools 

In compliance with this state’s pay transparency laws, the midpoint of the salary range for this role is $80,000. This is not a guarantee of compensation or salary, as final offer amount may vary based on factors including but not limited to experience and geographic location.

In addition, specific skills/experience required are as follows:

• Values driven – You embody and model absolute integrity and servant leadership and you have a bias for action and continuous innovation.
• Uncompromising problem solver – You see opportunities in every business challenge and can develop, articulate and implement solutions.
• Collaboration – You are a relationship builder across all levels of the organization and across all business units.
• Instills trust – You do what you say, without ego, and you follow through on commitments consistently and credibly.
• Impact & influence – You are relentlessly focused on making a difference and can gain support for ideas, proposals and solutions. You get others to act, with or without formal authority, to advance initiatives and objectives.

About Sikich

Sikich offers the public and private sectors a diverse platform of professional services across consulting, technology and compliance. Highly specialized and hands-on teams deliver integrated solutions rooted in deep industry experience. Our approach is strategically and thoughtfully designed to help our clients, teams and communities accelerate success. 

Sikich has approximately 2,000 team members and operates across North America, EMEA and APAC. 

Sikich Total Rewards

Our team members enjoy expansive benefits ranging from competitive compensation and insurance options to wellness programs and a flexible time off policy, to name only a few. Sikich also takes pride in prioritizing team members’ health, total wellbeing and time spent with family, friends and in the pursuit of personal goals, hobbies, and endeavors.

Some examples of our many benefits:

• Sikich maintains a Flexible Time Off (FTO) Policy. We encourage every full-time employee, as your role permits, to utilize paid time off (personal time, mental/physical health care, vacation, sick leave, etc.). Waiting for time off to accrue is common at other companies. At Sikich, you do not have to wait for this benefit to kick in. FTO is activated on your first day with our organization.
• Sikich will also recognize paid holidays during the year and strives to permit employees to have time off the last week of the calendar year when client and project work permits. 
• Sikich offers a comprehensive wellness program to engage, challenge and empower team members to take responsibility for their wellbeing. Activities can be tracked through our wellness provider to obtain gift cards and other rewards.

We also offer:

• Flexible work arrangements
• Health, dental, vision, life, and accident/death/disability insurance options
• HSA employer contribution
• Nine (9) paid holidays annually.
• A robust paid Parental Bonding Leave program covering birth, adoption, and foster children.
• 401(k) with employer contributions
• CPA bonus with four (4) paid exam days & four (4) paid study days.
• Tuition reimbursement
• Generous employee referral bonus program
• Client referral bonus program
• Pet insurance
• FORCE – Sikich community volunteer program enabling each team member to use up to four hours of paid time annually to volunteer and make a difference in their local communities.

Want to learn more? Visit our Careers website or Glassdoor profile.

Sikich is an Equal Opportunity Employer M/F/D/V

Sikich currently practices in an alternative practice structure in accordance with the AICPA Professional Code of Conduct and applicable law, regulations, and professional standards. Sikich CPA LLC is a licensed CPA firm that provides audit and attest services to its clients. Sikich LLC has a contractual arrangement with Sikich CPA LLC under which Sikich LLC provides Sikich CPA LLC with professional and support personnel and other services to support Sikich CPA LLC’s performance of its professional services, and Sikich CPA LLC shares certain client information with Sikich LLC with respect to the provision of such services.