Operations and Sales Coordinator at Myrtle Management Consultants

Key Responsibilities

Sales Coordination and Support

• Sales Pipeline Management: Coordinate the flow of information between the Sales team and other departments (e.g., Technical, Finance).
• Proposal and Contract Support: Assist in the preparation, formatting, and submission of sales proposals, contracts, and tender documents, ensuring accuracy and adherence to company standards.
• Client Communication: Serve as a secondary point of contact for clients regarding sales follow-ups, scheduling meetings, and ensuring all sales-related documentation is filed and managed effectively.
• Reporting: Track sales activities, metrics, and outcomes, providing regular reports to the Sales Manager and leadership team.

Project Deliverables Coordination

• Project Kick-off and Planning: Facilitate internal project kick-off meetings following a sales closure, ensuring clear communication of client requirements and project scope to the delivery teams.
• Resource Allocation: Assist in coordinating the scheduling and assignment of internal and external resources (e.g., personnel, equipment) to meet project timelines.
• Timeline and Milestone Tracking: Monitor project progress against established timelines and milestones, flagging potential delays or bottlenecks to the Project Manager/relevant department head.
• Documentation Management: Maintain an organized system for all project-related documentation, including specifications, change orders, progress reports, and final sign-offs.
• Logistics: Coordinate logistical requirements for project sites, including material procurement, delivery schedules, and necessary permits/access permissions.

General Operations and Administrative Activities

• Process Improvement: Identify and suggest improvements to internal workflows, focusing on enhancing efficiency in the sales-to-delivery handoff process.

• Cross-Departmental Liaison: Act as the main point of coordination for routine administrative activities that span multiple departments.

• Meeting Management: Schedule and coordinate key internal and external meetings, prepare agendas, and distribute meeting minutes and action items.

• CRM/ERP Management: Ensure all sales, client, and project data within the company's Customer Relationship Management (CRM) or Enterprise Resource Planning (ERP) systems is accurate and up-to-date.

Qualifications

Required

• Bachelor's degree in Business Administration, Management, Engineering, or a related field.
• Experience working a downstream haulage company
• Minimum of 3 years of experience in an administrative, coordination, sales support, or project support role, preferably within the energy, engineering, or industrial sector.
• Demonstrated proficiency with CRM software (e.g., Salesforce, HubSpot) and Microsoft Office Suite (Excel, Word, PowerPoint).
• Exceptional organizational skills and acute attention to detail.
• Strong verbal and written communication skills.
• Proven ability to manage multiple priorities and deadlines simultaneously in a fast-paced environment.

Preferred

• Experience with project management methodologies or software (e.g., Asana, Trello, Microsoft Project).
• Understanding of the sales cycle and basic project lifecycle management.
• Experience working in a company dealing with technical projects or complex deliverables.