Sales Operations Coordinator

TruWest Holdings is a private holding company that scales companies in the enterprise technology space by providing strategic leadership, operational expertise and financial resources. Privately owned by the Kennedy Family, it operates subsidiaries located in the United States, Canada, UK and Europe.

TruWest Holdings’ portfolio includes TRG, a global managed service provider; Inversion6, tailored cybersecurity solutions; River Capital Finance, equipment leasing/financing; River SaaS Capital, debt and equity investments for B2B SaaS businesses; and Sibling Revelry Brewing, a craft brewery and taproom.

Headquartered in Westlake, OH, our environment, culture, and benefits are second to none. We make sure everyone lives and breathes our core values. From senior leadership to interns, everyone is evaluated on the same criteria.

With a basketball court, pickleball court, golf simulator, full-scale gym, brewery and restaurant, we strive to provide a space where our employees can take advantage of our work hard, play hard philosophy.

The Sales Operations Coordinator (SOC) serves as a strategic liaison between Sales, Operations, and Customer stakeholders, ensuring a seamless and efficient transition of project-based opportunities from pre-sales to post-sales. This role is critical in aligning cross-functional priorities, driving resource coordination, and ensuring the timely execution of Statements of Work (SOWs) and Requests for Proposals (RFPs) to support business growth and customer success.

Essential Functions:

• End-to-End Coordination of SOW & RFP Processes:
  Manage and oversee the development, review, and delivery of SOWs and RFPs, collaborating closely with Subject Matter Experts (SMEs) and operational leads to ensure accuracy, feasibility, and alignment with customer expectations.
• Strategic Liaison & Alignment Champion:
  Act as the primary coordination point between Sales, Operations, and Customers to align priorities, clarify responsibilities, and proactively address gaps or delays in project handoffs.
• Project Kick-Off & Resource Orchestration:
  Lead all project kick-off activities, ensuring that teams are aligned on scope, timelines, and deliverables. Coordinate the allocation of resources to support project execution effectively.
• Operational Visibility & Metrics Tracking:
  Provide regular status reports to leadership, to monitor key project metrics, resource utilization, and progress updates.
• Certification Tracking & Management Maintain TRGs certification repository and managing required training needs to ensure company compliance from a technical and business operation standpoint.
• Time & Prioritization Management:
  Manage multiple concurrent projects with strong prioritization skills, ensuring deadlines are met and strategic objectives are achieved without compromising quality.
• Resource Tool Allocation:
  Assists with managing and updating accurate records regarding all aspects of the onboarding process in Salesforce.com and Loopio.com.
• Employee may be asked to complete related duties other than those indicated above as assigned by their supervisor.

Qualifications:

• Bachelor’s Degree from an accredited university or equivalent relevant work experience
• Experience in a Customer Success role providing outstanding support
• Must be well organized with excellent follow through and strong logic based analytical skills
• Customer focused, very responsive, and action oriented to meet business needs while maintaining a positive, professional outlook
• Entrepreneurial approach that nurtures strong and lasting relationships both internally and externally
• Ability to use discretion, exercise good judgment and resourcefulness, tact, diplomacy and maintain strict confidentiality
• Strong customer-facing and communication skills
• Must be Microsoft Office proficient
• Ability to take and pass a background check

Performance Requirements:

• Must maintain regular and reliable attendance to the satisfaction of management
• Must be able to operate a computer and other position related technologies
• Must be able to work flexible hours as needed
• Must be able to clearly and confidentially communicate with TruWest employees and other stakeholders
• Must adhere to all TruWest Values at all times

Physical Requirements:

• Must be able to remain in a stationary position 75% of the time
• Must be able to access work locations
• Must be able to stoop, stand, walk, bend, and stay upright to perform work
• Must be able to visually read written and digital information
• Must be able to visually determine the accuracy, neatness, and thoroughness of work assigned and/or to make general observations of facilities or structures
• Must be able to receive detailed information through oral communication

Travel Requirements:

• May be asked to travel up to 10% of the time

Skills

• Microsoft Office Suite

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.