Sales Operations Coordinator

Be the Engine Behind a High-Performing Team At Meeder Investment Management , we’re looking for a highly organized, detail-driven Sales Coordinator who thrives in a fast-paced, collaborative environment. This is a high-visibility role where you’ll partner closely with leadership and play a critical role in driving organization, accountability, and execution across our Public Funds Advisory Services team. If you enjoy bringing structure to complexity, ensuring nothing falls through the cracks, and helping a team operate at its best—this is your opportunity to make a meaningful impact. What You’ll Do Drive Team Execution: Coordinate department meetings, leadership updates, and recurring forums—including agendas, materials, notes, and follow-ups Own Data & Visibility: Track key initiatives, client service activities, and strategic priorities to ensure alignment and accountability Enhance Operations: Support the development and improvement of workflows, processes, and documentation that increase efficiency and consistency Coordinate Events: Manage logistics for conferences, speaking engagements, and events—from registration to post-event follow-up Support Growth & Development: Facilitate onboarding and training efforts by organizing sessions, materials, and tracking participation Partner with Leadership: Provide direct support to the Managing Director and leadership team to ensure priorities are executed seamlessly Create Impactful Materials: Develop polished reports, presentations, and proposals for internal and client-facing use Keep Teams Aligned: Track deliverables, deadlines, and action items while proactively identifying opportunities for process improvement What Makes You a Strong Fit 2–5 years of experience in project coordination, sales support, client service, or a similar fast-paced environment Proven ability to support senior leaders and collaborate across cross-functional teams Strong proficiency in Microsoft Office (Excel, PowerPoint, Outlook, Teams) with the ability to produce professional deliverables Experience with CRM systems, project tracking tools, or data management platforms is a plus Highly organized with exceptional attention to detail and time management skills Strong communicator who is proactive, solutions-oriented, and comfortable driving follow-through What You’ll Bring to the Team A no-task-too-small mindset with a passion for operational excellence The ability to anticipate needs and solve problems before they arise Strong ownership and accountability—you get things done A natural ability to create structure, improve workflows, and keep teams aligned Short-Term Establish strong operational support across the team Improve consistency in communication, coordination, and execution Long-Term Build scalable processes that elevate team performance Become a trusted partner to leadership , helping advance strategic priorities #J-18808-Ljbffr Meeder Investment Management