*This role is located on-site in Williamsville, NY so candidates should reside in the surrounding areas*

Valmar Holdings is a fast-growing ecosystem of financial technology companies, including Valmar Merchant Services, TotalityLMS, and Credit Deployment Services. Across our businesses, we build and deliver technology-driven solutions that move money, support financial services, and help our clients operate in complex and evolving markets.

Valmar Merchant Services provides payment processing solutions to high-risk and emerging markets. We operate with urgency, expect ownership, and value people who see what needs to happen next and make it happen. We are looking for a Sales Operations Coordinator who will help keep our sales organization moving - improving execution, removing bottlenecks, strengthening process discipline, and ensuring opportunities progress from first conversation through close and onboarding.

This is not a traditional administrative support role. You will work closely with the Director of Sales and the broader sales team as an operational partner - owning details, coordinating next steps, maintaining accurate sales data, driving follow-up, and helping the team move faster and more effectively. The right person is highly organized, commercially minded, resourceful, and comfortable operating in a fast-paced environment where priorities move quickly and follow-through matters.

What You Will Own

Keep sales opportunities moving by tracking next steps, open items, client commitments, internal dependencies, and deadlines through close and onboarding.
Maintain accurate, complete, and current CRM data across leads, opportunities, client interactions, pricing, forecasts, and sales activity so leadership can make informed decisions quickly.
Participate in client and prospect meetings alongside sales leadership, capture action items, and ensure commitments are followed through internally and externally.
Proactively contact clients and prospects to obtain missing information, answer routine questions, coordinate documentation, and prevent avoidable delays in the sales process.
Partner with the Sales Operations Manager and other sales team members to identify bottlenecks, anticipate needs, and remove administrative or operational friction that slows down revenue-generating activity.
Coordinate across Compliance, Accounting, Marketing, Customer Success, and other internal teams to support smooth deal progression, client onboarding, and timely delivery of services.
Build, document, and continuously improve sales operations processes, workflows, templates, and systems that increase efficiency, consistency, visibility, and speed.
Use technology, automation, and AI tools to reduce manual work, improve follow-up, strengthen data quality, and make the sales organization more scalable.
Provide timely, accurate information to leadership regarding pipeline activity, outstanding items, forecasts, and risks that may impact a deal or client relationship.
Dive into problems, determine what is blocking progress, and coordinate the people and information needed to reach a resolution rather than simply escalating the issue.
Respond to customers, sales leadership, and internal partners with urgency and professionalism, including occasional needs outside standard business hours when business-critical matters arise.
Understand and adhere to the Company's risk and regulatory standards, policies, and controls, and appropriately escalate risk-related issues to management.

What Success Looks Like

Nothing important falls through the cracks. Commitments, follow-ups, documentation, and next steps are visible and driven to completion.
The sales team spends more time selling because you help remove operational friction and keep the details organized behind the scenes.
CRM and pipeline information can be trusted. Leadership has accurate visibility into what is moving, what is stalled, and what needs attention.
You do not wait to be told every next step. You anticipate needs, identify gaps, and take ownership of moving work forward.
Processes get better over time because you continuously look for smarter, faster, and more scalable ways to operate.
Clients experience a responsive, organized, high-accountability sales process from initial conversation through onboarding.

What We Are Looking For

1+ years of experience in sales operations, sales support, business operations, account coordination, executive support, customer operations, or another high-volume environment requiring strong follow-through and organization.
Exceptional attention to detail and organizational discipline, with the ability to manage multiple active priorities without losing sight of commitments or deadlines.
Strong working knowledge of CRM systems and comfort learning new sales technology, workflow tools, automation platforms, and AI-enabled tools.
A proactive, ownership-oriented mindset. You look ahead, anticipate what will be needed, and act before an issue becomes a blocker.
Strong critical-thinking and problem-solving skills with the judgment to determine what can be solved independently and what needs escalation.
Clear, professional written and verbal communication skills with the confidence to interact with clients, sales professionals, and senior leaders.
Ability to prioritize effectively and work with urgency in an environment where priorities can shift quickly.
Comfort with accountability, direct feedback, and measurable expectations in a high-performance culture.
Associate degree or higher preferred; equivalent relevant experience will also be considered.

This Role Is Not a Fit If

You need frequent direction, reminders, or follow-up from others to stay on top of commitments and deadlines.
You prefer a narrow, predictable scope of work and are uncomfortable when priorities shift or multiple urgent needs compete for attention.
You view CRM updates, documentation, follow-up, and process discipline as administrative busywork rather than critical parts of moving revenue forward.
Your first instinct is to escalate a problem rather than investigate it, identify the blocker, and help drive a solution.
You are uncomfortable with high accountability, direct feedback, measurable expectations, or responding with urgency when the business requires it.
You are resistant to adopting new technology, automation, or AI tools that can make work faster, smarter, and more scalable.

Valmar Merchant Services

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