Location: Remote (Greater Waukesha County area, WI required)
Hours: Approximately 15-20 hours per week
Schedule: Flexible with 1 weekly in-person meeting in the Greater Waukesha, WI area
Compensation: $20-25/Hour
About Wisconsin Lumber & Pallet
Wisconsin Lumber & Pallet helps manufacturers reduce packaging costs, improve supply chain reliability, and eliminate packaging waste. We supply pallets, crates, lumber, export packaging, and custom packaging solutions through a network of sawmills and manufacturing partners across Wisconsin.
We are a growing company that combines responsive customer service, operational excellence, and a commitment to sustainability through our pledge to donate 1% of gross sales toward global forest conservation efforts. To date, we have protected over 10 million rainforest trees.
About the Role
We are looking for a highly organized and proactive Sales Operations Coordinator to help keep our business running smoothly as we continue to grow.
This role supports customer orders, vendor coordination, quoting, CRM management, accounts receivable follow up, and operational systems.
The ideal candidate enjoys creating order from complexity, following through on details, and helping customers receive exceptional service.
This position is remote but requires weekly in-person meetings in the Greater Waukesha area.
What You'll Be Doing
Order Management
- Enter customer orders and vendor purchase orders
- Track order status from receipt through delivery
- Coordinate with vendors regarding acknowledgements and delivery timing
- Follow up on active orders and identify potential issues before they become customer problems
- Process invoices and maintain delivery documentation
Quoting & Sales Support
- Prepare quote requests and gather vendor pricing
- Track quote activity and historical pricing information
- Maintain quote records and profitability tracking
- Support customer and vendor communication throughout the quoting process
Operations & Systems
- Maintain CRM records and follow-up schedules
- Help improve operational processes and documentation
- Keep systems organized and accurate
- Assist with reporting and operational visibility
Accounts Receivable Support
- Monitor outstanding invoices
- Assist with customer payment follow up (rare)
- Maintain accurate payment records and communication logs
Accounts Payable Support
- Upload bills to Quickbooks
What We're Looking For
- Highly organized and detail-oriented
- Strong written and verbal communication skills
- Able to work independently in a remote environment
- Comfortable managing multiple priorities
- Proactive problem solver
- Reliable follow-through
- Positive and professional attitude
- Comfortable learning new software and systems
Experience That Helps
Minimum of 3+ years in a relevant role:
- Customer service
- Administrative coordination
- Operations support
- Sales support
- Manufacturing or distribution environments
- Logistics or purchasing
- CRM systems
- QuickBooks or accounting software
What Success Looks Like
- Orders move smoothly from receipt to delivery
- Customers receive timely communication
- Follow-ups happen before reminders are needed
- CRM and operational systems stay organized and accurate
- Leadership spends less time tracking details and more time growing the business
- Customers feel confident that things will happen when promised
Why This Role Matters
This position plays a critical role in helping a growing business scale successfully.
The right person will become a trusted operational partner who helps create consistency, reliability, and exceptional customer experiences while gaining increasing responsibility and opportunities as the company grows.
Pay: $20.00 - $25.00 per hour
Application Question(s):
- Have you worked in any of the listed operations, sales, or admin support roles for at least 3 years? Y/N
- Are you fully capable of working independently in a remote home environment for 2-4 hours per day, as well as meeting in person (location TBD) in the greater Waukesha area for one hour once per week? Y/N
- After a remote video interview, are you willing to take a DiSC behavioral style assessment to determine your fit for the role? Y/N
- Tell us about a time something was falling through the cracks and nobody else seemed to notice. What did you do?
- Imagine you are tracking 25 customer orders and one vendor stops responding. What would you do?
- Tell me about a time you became responsible for something that nobody was actively managing. How did you gain control of it and keep it from becoming a problem again?
- Do you live in Southeast Wisconsin so you can meet in Waukesha County once per week in person? Y/N
Work Location: Remote
