Sales Operations Coordinator - Chicago, IL

Description

Sales Operations Coordinator - Chicagoland

What to expect when you join Sikich

Team members at Sikich have a lot in common while also being part of a varied group of contributors, creating a distinct and thriving culture. Chief among our commonalities is a desire for growth and a shared unity of purpose in our professional lives. We accelerate innovation and drive growth for clients, for ourselves and for our communities through diverse perspectives, challenging the status quo and rewarding action.

The professional services landscape continues to evolve. For Sikich, this means we have an opportunity to cement our leadership position and continue to grow in exciting ways. This growth is meaningful for every team member because larger companies attract interesting client opportunities and talented individuals like you. Through a dedicated focus on key business priorities and an intentionally rewarding employee experience, Sikich is a highly regarded provider of professional services and a sought-after employer of choice.

Do you want to work with other skilled and agile practitioners who thrive on challenge and growth? We believe everyone has untapped potential. We lead with vision, act fast, and pair deep expertise with practical solutions. Our teams cut through complexity and deliver real impact. It’s our hope that you find more than just a job—at Sikich, you find optimism, clear insights and genuine warmth, without egos.

Are you ready to grow with us?

The position of Sales Operations Coordinator will be responsible for playing a critical role in supporting Sikich's Sales and Growth Leader for Assurance and Tax by strengthening pipeline integrity, improving data visibility, and enabling consistent sales execution across the organization. This role serves as the primary CRM administrator for Assurance and Tax and acts as a liaison to principals, directors, and business developers to ensure accurate opportunity tracking, actionable insights, and disciplined sales operations.

• Maintain the integrity, accuracy, and visibility of the Assurance and Tax sales pipeline.
• Increase transparency and confidence in company-wide sales pipeline data.
• Improve consistency in opportunity tracking, pipeline stages, and probability definitions.
• Ensure timely and accurate entry of opportunities, updates, and close outcomes.
• Maintain a clean, current pipeline across all service lines and markets.
• Monitor data quality and proactively resolve inconsistencies, duplicates, and gaps.
• Serve as the primary CRM administrator for the Assurance and Tax business.
• Maintain standardized opportunity stages, probability assumptions, and required fields.
• Support strong CRM governance through process discipline and data standards.
• Support the rollout and adoption of process improvements tied to growth initiatives.
• Provide guidance and best practices to principals, directors, and business developers on CRM usage.
• Track pipeline progression from lead through close, including stage aging and slippage.
• Ensure visibility into active, at-risk, and stalled opportunities.
• Support the development and enforcement of pipeline hygiene standards.
• Prepare materials for pipeline review meetings and highlight key trends, risks, and opportunities.
• Track follow-ups, next steps, and accountability coming out of pipeline discussions.
• Support growth initiatives through CRM analytics and reporting.
• Assist with the development of sales materials, presentations, and prospecting logistics.
• Support the development and/or review of proposals and proposal-related materials.
• Assist with commission tracking and coordinate with Finance on commission calculation processes.

• Three (3) plus years of experience in a sales operations or sales support role supporting sales representatives and sales leadership.
• Experience in professional services, B2B, or a multi-service organization, required; experience operating within a complex, matrixed environment strongly preferred.
• Strong analytical skills with the ability to translate data into insights.
• Excellent verbal and written communication…