About the Position

As a mid-level Sales Operations Coordinator in the Client Services group, you will report directly to the Sales Operations Manager, working closely to support all client services teams with essential tasks, data management, and process coordination. You will be responsible for managing diverse departmental responsibilities, ensuring operational efficiency, data integrity, and effective communication across teams within client services.

This opportunity is available to both local / in-office (Lakewood, CO) and full-time remote candidates.

Essential Responsibilities

• Facilitates the order intake process by collaborating with sales, finance, and operations teams, ensuring accuracy in order details and alignment with internal systems.
• Supports an evangelizes the use of HubSpot, utilizing its tools to manage and track sales activities, update customer data, and generate reports that support team initiatives and strategic decisions.
• Maintains data integrity within HubSpot and DVP by conducting regular audits and updates to keep records accurate and current.
• Prepares and provides regular reports to management as needed, ensuring relevant information is available for decision-making.
• Assists the sales team with lead generation activities and ensures smooth handoffs when opportunities are won.
• Ensures NEI Resumes are consistent and up to date.
• Supports the proposal team with all statement of qualification requests.
• Serves as a liaison between sales, finance, and operations teams to resolve any deal-related issues and streamline processes.
• Monitors and follows up on customer quotes that are inactive, aged, or unaccepted with Account Managers.
• Performs data entry, updates and creates opportunity records, and assists in territory assignment as needed within the CRM.
• Supports the marketing team as required with campaign management, content creation, reporting, research, social media, even coordination, and other opportunities as required.
• Helps document new processes and procedures as they are implemented across the organization.
• Assists with ad hoc tasks or special projects as directed by management, with flexibility to support various teams based on workflow demands.
• Other duties as assigned.

Must Have

• Education: A bachelors degree or relevant experience
• Experience: 3+ years of relevant experience
• Experience with CRM systems, preferably HubSpot or Deltek VantagePoint.
• Experience with Microsoft Excel, SmartSheets or other spreadsheet tool.
• Strong multi-tasking abilities, with the capacity to manage competing priorities and meet tight deadlines.
• Effective cross-functional collaboration skills, with the ability to work with multiple levels of leadership.
• Proficient with Microsoft Office Products.
• Problem-solving skills and a strong attention to detail.
• Capable of working both independently and within a team.
• Possesses effective written and oral communications skills.
• Good interpersonal and people skills
• Applicants must be currently authorized to work in the United States on a full-time basis.

Working Conditions

About NEI Electric Power Engineering

Serving Others. Enriching Environment. Improving Continually. Quality Results. Voted as a top workplace by the Denver Post for five straight years (2020 - 2024), our values have been woven into the fabric of who we are since 1982, guiding our decision making throughout the years. As an engineering services firm, NEIs mission is to create a great organization that serves people and solves problems.

Since NEIs founding, we have developed a culture of collaboration and accountability, both across our teams and departments, and externally with our clients across the United States. We believe in two core ideas: hiring great people and celebrating our team members diverse backgrounds and unique experiences; bringing in new, unique, and exciting perspectives that can only strengthen NEI as we chart our path into the future.

We are a proud equal opportunity employer, and we do not discriminate on the basis of race, color, ethnicity, ancestry, religion, sex, national origin, sexual orientation, age, citizenship status, marital status, disability, gender identity, gender expression, veteran status, or genetic information.

Team Member Benefits

We believe that taking care of our team members is of the utmost importance. We strive to foster a community of belonging, professional development, and industry involvement, providing our team with the benefits, tools, and support systems to excel in their roles. Out comprehensive benefits package includes:

• 100% Employer paid team member premiums for Medical, Dental, Vision, Basic Life Insurance, and Long-Term Disability
• Voluntary Life Insurance
• 401(k) with employer matching; 100% immediate vesting
• Annual & discretionary bonus programs
• Paid vacation and sick time
• Employer paid licensure (FE/PE), certifications, seminars, & conferences
• Paid parental leave
• Tuition reimbursement
• Eight (8) paid holidays including a floating holiday to use at your discretion
• Annual Team Building
• Hybrid work environment with remote flexibility
• Career development, training, and coaching opportunities
• Pet insurance