Associate's or Bachelor's degree in Business, Finance, Accounting, Operations, Project Management, or a related field preferred.
Minimum of three years of experience in sales operations, commercial operations, project administration, finance support, or customer account support.
Experience in project-based environments and cross-functional teams preferred.
Proficiency with Microsoft Office applications, especially Excel.
Responsibilities
Maintain accurate customer, project, pipeline, and forecasting data within CRM, ERP, and financial systems.
Support Sales and Account Management teams with project setup, customer onboarding, quotes, and commercial documentation.
Review and manage customer contracts, purchase orders, vendor registrations, and project-related documentation.
Coordinate project setup activities to ensure customer requirements and billing information are accurately captured.
Manage scope changes and support change order documentation throughout the project lifecycle.
Review completed project files and ensure all required documentation is complete prior to invoicing.
Partner with Finance to support timely and accurate customer billing.
Benefits
Collaborative work environment across multiple departments.
Opportunities for process improvements that enhance efficiency and data accuracy.
Engagement in a fast-paced environment where accuracy and responsiveness are valued.
Full Job Description
Title: Commercial Sales and Project Support
Salary Range: $130K-$150K/Year
What You'll Do
As part of our commercial operations team, you'll play a key role in supporting the complete lifecycle of live-event projects. You'll serve as a critical link between Sales, Account Management, Project Management, Operations, and Finance, helping ensure projects are set up correctly, documentation is complete, and project financials are managed accurately.
Responsibilities include:
Maintaining accurate customer, project, pipeline, and forecasting data within CRM, ERP, and financial systems.
Supporting Sales and Account Management teams with project setup, customer onboarding, quotes, and commercial documentation.
Reviewing and managing customer contracts, purchase orders, vendor registrations, and project-related documentation.
Coordinating project setup activities to ensure customer requirements and billing information are accurately captured.
Managing scope changes and supporting change order documentation throughout the project lifecycle.
Reviewing completed project files and ensuring all required documentation is complete prior to invoicing.
Partnering with Finance to support timely and accurate customer billing.
Monitoring project financials, identifying variances, and helping protect project profitability.
Assisting with billing discrepancies, purchase order issues, and customer payment concerns.
Generating reports related to project profitability, revenue forecasting, billing status, and operational performance.
Supporting process improvements that enhance efficiency, data accuracy, and communication across departments.
Collaborating closely with Sales, Operations, Project Management, and Finance teams to ensure successful project execution.
What We're Looking For
You may be a great fit if you have experience in:
Commercial Operations
Sales Operations
Project Coordinator
Contracts Administrator
Sales Support
Revenue Operations
Project Finance
Account Services
We're looking for someone who:
Has strong organizational skills and exceptional attention to detail.
Is comfortable managing multiple priorities and deadlines simultaneously.
Understands contracts, purchase orders, invoicing, and commercial documentation.
Has strong analytical and problem-solving abilities.
Communicates effectively with both internal teams and external customers.
Enjoys working collaboratively across multiple departments.
Takes ownership of their work and follows through on commitments.
Thrives in a fast-paced environment where accuracy and responsiveness matter.
Has strong Microsoft Excel and business systems experience.
Bonus Points For Experience With
Live events, AV production, entertainment technology, or rental operations.
CRM, ERP, and project management systems.
Microsoft Business Intelligence (Power BI) or other reporting and analytics tools.
Project accounting, gross margin analysis, and financial reporting.
Revenue tracking, project closeout, and billing processes.
Qualifications
High school diploma or equivalent required.
Associate's or Bachelor's degree in Business, Finance, Accounting, Operations, Project Management, or a related field preferred, but not required.
Minimum of three years of experience in sales operations, commercial operations, project administration, finance support, customer account support, or a related business function.
Experience supporting project-based environments and cross-functional teams preferred.
Proficiency with Microsoft Office applications, particularly Excel.
