Sales Operations Coordinator

🌟 Be the Engine Behind a High-Performing Team

At Meeder Investment Management, we’re looking for a highly organized, detail-driven Sales Coordinator who thrives in a fast-paced, collaborative environment. This is a high-visibility role where you’ll partner closely with leadership and play a critical role in driving organization, accountability, and execution across our Public Funds Advisory Services team.

If you enjoy bringing structure to complexity, ensuring nothing falls through the cracks, and helping a team operate at its best—this is your opportunity to make a meaningful impact.

💼 What You’ll Do

• Drive Team Execution: Coordinate department meetings, leadership updates, and recurring forums—including agendas, materials, notes, and follow-ups
• Own Data & Visibility: Track key initiatives, client service activities, and strategic priorities to ensure alignment and accountability
• Enhance Operations: Support the development and improvement of workflows, processes, and documentation that increase efficiency and consistency
• Coordinate Events: Manage logistics for conferences, speaking engagements, and events—from registration to post-event follow-up
• Support Growth & Development: Facilitate onboarding and training efforts by organizing sessions, materials, and tracking participation
• Partner with Leadership: Provide direct support to the Managing Director and leadership team to ensure priorities are executed seamlessly
• Create Impactful Materials: Develop polished reports, presentations, and proposals for internal and client-facing use
• Keep Teams Aligned: Track deliverables, deadlines, and action items while proactively identifying opportunities for process improvement

🎯 What Makes You a Strong Fit

• 2–5 years of experience in project coordination, sales support, client service, or a similar fast-paced environment
• Proven ability to support senior leaders and collaborate across cross-functional teams
• Strong proficiency in Microsoft Office (Excel, PowerPoint, Outlook, Teams) with the ability to produce professional deliverables
• Experience with CRM systems, project tracking tools, or data management platforms is a plus
• Highly organized with exceptional attention to detail and time management skills
• Strong communicator who is proactive, solutions-oriented, and comfortable driving follow-through

💡 What You’ll Bring to the Team

• A no-task-too-small mindset with a passion for operational excellence
• The ability to anticipate needs and solve problems before they arise
• Strong ownership and accountability—you get things done
• A natural ability to create structure, improve workflows, and keep teams aligned

🌱 Why Join Meeder?

For 52 years, Meeder has helped clients reach their financial goals through thoughtful investment solutions. Today, we support financial advisors, institutions, and government entities with over $180 billion in assets under advisement.

We are guided by five core values:

• Do the Right Thing
• Driven & Results Oriented
• Relationships Matter
• Continuous Improvement
• Discipline

When you join Meeder, you’re joining a collaborative, values-driven team committed to excellence, growth, and long-term impact.

✨ What Success Looks Like

Short-Term:

• Establish strong operational support across the team
• Improve consistency in communication, coordination, and execution

Long-Term:

• Build scalable processes that elevate team performance
• Become a trusted partner to leadership, helping advance strategic priorities

🔥 Ready to Make an Impact?

If you’re energized by organization, execution, and helping teams perform at a high level—we’d love to connect.

Apply today and help drive the engine behind Meeder’s success.