Sales Operations Coordinator 銷售營運協調專員

The Sales Operations Coordinator supports the overall sales organization by managing sales operational processes, systems, and workflow coordination across the department. This role focuses on lead handling, order flow tracking, CRM data accuracy, and cross-functional coordination to ensure smooth and scalable sales operations — rather than supporting a single sales manager.
We are looking for a detail-oriented and process-driven professional who is comfortable working with systems, documentation, and cross-team collaboration in an international business environment.

Key Responsibilities
Sales Process & Workflow Support

• Support department-wide sales operational processes and workflow execution
• Coordinate internal sales process steps from lead intake through order fulfillment tracking
• Ensure sales process compliance and documentation completeness

CRM Operations

• Review and process inbound sales leads from contact forms and partner channels
• Perform initial screening and qualification based on defined criteria
• Assign and route qualified leads to appropriate regional sales owners
• Maintain CRM data accuracy, lead status updates, and pipeline records
• Review system auto-conversion logic and correct lead/opportunity status when needed

Order & Sales Documentation Flow

• Coordinate purchase order processing and internal documentation flow
• Track open orders and delivery schedules with Operations / Logistics teams
• Maintain structured records of customer, project, and order status
• Support preparation of standard sales documents and templates

Cross-Functional Coordination

• Work closely with Sales, Operations, Logistics, and Finance teams
• Facilitate communication to ensure order and delivery timelines are aligned
• Support partner and customer operational requests related to sales processing

Reporting & System Support

• Generate and maintain routine sales operation reports
• Support data preparation for sales review and pipeline tracking
• Help improve process visibility and operational efficiency

Preferred Qualifications

• Experience in sales operations, sales support, or commercial coordination roles
• Strong process discipline and attention to detail
• Comfortable working with CRM and sales systems
• Understanding of international trade and order fulfillment flow is a plus
• Good written and verbal communication skills in English
• Able to work cross-functionally in an international business environment

職務說明
本職務負責支援整體銷售部門之營運流程與系統運作，涵蓋銷售流程管理、名單處理、CRM資料維護、訂單流程追蹤及跨部門協調等工作。此角色以銷售營運流程與系統支援為核心，服務整體銷售團隊，而非單一業務主管之行政支援角色。
我們尋找具備流程觀念、系統操作能力與細節管理能力的人才，能在國際商務環境中與多部門協作。

主要工作內容

銷售流程與營運支援
•支援銷售部門整體流程運作與作業落地
•協助銷售案件從名單到訂單之流程銜接與追蹤
•確保銷售文件與流程紀錄完整性

名單與 CRM 營運管理
•處理來自官網與合作夥伴之銷售名單
•依規則進行初步篩選與分類
•分派合格名單給對應區域業務
•維護 CRM 客戶與商機資料正確性
•檢查系統自動轉換邏輯與狀態更新正確性

訂單與文件流程管理
•協助訂單流程與內部文件處理
•追蹤未結訂單與出貨進度
•維護客戶與專案資料紀錄
•協助標準銷售文件準備

跨部門協調
•與業務、營運、物流、財務單位協同作業
•協助溝通交期與出貨節點
•支援客戶與夥伴之銷售流程需求

報表與系統支援
•維護銷售營運相關報表
•支援銷售檢討會議資料準備
•協助優化銷售流程效率