Sales Operation Coordinator (Phoenix)
IFG - International Financial Group
Role Overview
This role providing high-touch operational support for customers and the sales team. This is an operations and customer-experience role, not quota-carrying, and it does not replace the accountable seller or Support case owner.
The team delivers end-to-end operational support, ensuring a seamless experience for stakeholders, efficient service management, and high-quality program execution. This role contributes to operational excellence initiatives by supporting service delivery, process improvement, stakeholder engagement, and cross-functional program execution.
Key Responsibilities
Customer Satisfaction, Warranty & Support
- Manage intake and coordination of support and warranty requests.
- Work with Support team to open, document, route, and advance cases.
- Generate SKPs (service tickets) and supporting documentation accurately and on time.
- Own follow-up through resolution.
- Escalate stalled or high-risk cases with a concise summary of the issue, actions taken, and required next step.
SMB Opportunity Routing
- Triage smaller SMB Surface opportunities to the right Store or channel fulfillment path.
- Confirm acceptance by the receiving team.
- Track exceptions and outcomes.
Reporting & Analytics
- Maintain trackers for cases, warranty requests, SKPs, escalations, and SMB referrals.
- Report on volume, status, aging, resolution, and escalation themes.
- Document repeatable workflows and identify opportunities to improve response time and reduce manual effort.
Skills & Qualifications
Must-Have Hard Skills:
- Case management in a CRM / ticketing system
- Operational reporting and data analysis in Excel
- Warranty / device support process knowledge
Required Skills
- Strong case-management and customer service skills, including the composure to handle urgent issues professionally.
- Excellent organization, prioritization, and follow-through, ensuring aging cases never go quiet.
- Clear communication with customers, partners, and senior stakeholders.
- Ability to interpret operational data, identify trends, and build actionable reporting that surfaces risks and process gaps.
- Proficiency with Excel, PowerPoint, Copilot, CRM/case-management tools, and collaboration platforms.
How Success Is Measured
- Responsiveness & case progression: Timely acknowledgment, documentation, and progression of support and warranty requests.
- Follow-through & visibility: Consistent follow-through and visibility for open, aging, and escalated cases.
- SKP accuracy & timeliness: Accurate and timely SKP generation and operational reporting.
- SMB handoff quality: Effective SMB handoffs with confirmed acceptance, clear ownership, and tracked outcomes.
- Customer satisfaction & process improvement: Improved customer satisfaction and process improvements that reduce delays and administrative burden.
Why Join
- Ownership: Visible, high-touch ownership of customer outcomes.
- A seat at the senior table: Regular interaction with senior stakeholders.
- Analytical scope: Analyst-level work, not just execution.
- Autonomy: Freedom to redesign and improve how the work gets done.
- Modern tooling: Work with modern tools, including Copilot.
If you are interested, please share your most updated resume at View email address on apply.placed-app.com
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