CMS Operations Coordinator

Position Summary: The CMS Business Operations Coordinator provides administrative, commercial, and project support for CMS.

This role prepares invoices and quotes, drafts proposals, develops presentations, and records meeting notes and action items.

The coordinator works across teams to keep CMS information accurate, organized, and moving forward while improving the templates and workflows that support the business.

Essential Duties and Responsibilities: Prepare accurate, timely customer invoices and coordinate corrections or follow-up as needed.

Develop customer quotes with clear pricing, scope, assumptions, and timelines.

Draft, revise, and format proposals, statements of work, and related business documents.

Create professional presentations for customer meetings, project updates, and internal discussions.

Record meeting decisions, action items, owners, and due dates; distribute notes and support follow-through.

Maintain organized CMS records using consistent naming and version-control practices.

Coordinate document reviews, approvals, signatures, and handoffs to meet deadlines.

Collaborate with sales, operations, finance, and leadership to support CMS priorities.

Review customer-facing materials for accuracy, completeness, consistency, and presentation.

Track open requests, deadlines, commitments, and next steps; escalate risks promptly.

Draft correspondence, prepare meeting materials, and organize customer and internal follow-up.

Improve CMS processes through templates, checklists, standardized documentation, and practical automation; perform other CMS-related duties as assigned.