Sales Coordinator

Position Overview

We are seeking a highly organized, customer-focused Sales Coordinator to support our sales team by keeping customer communication, scheduling, documentation, and CRM data accurate and moving forward. This role is responsible for helping ensure customers and partners receive timely responses, internal owners are clear, and follow-ups are completed. The Sales Coordinator will also collaborate closely with Sales Operations to log, track, and triage customer-impacting items so work does not stall and issues are addressed quickly.

Key Responsibilities

Customer Responsiveness and Support: Serve as a first-line point of contact for customer and partner inquiries via phone, email, or chat. Provide timely responses, coordinate next steps, and keep customers informed with clear status updates.

Scheduling and Sales Coordination: Schedule meetings, coordinate calendars, confirm attendees, and support agenda and materials preparation. Maintain a consistent follow-up cadence so commitments made to customers and partners are met.

Sales Documentation and Deal Support: Coordinate and manage sales documentation such as quotes, proposals, and contracts, including packaging, version control, and supporting signature routing. Ensure documentation is complete, accurate, and delivered on time. Maintain and improve templates and checklists to speed up repeatable work.

CRM Hygiene and Reporting: Maintain accurate CRM records including contacts, activities, deal stages, next steps, and follow-ups. Generate and distribute regular sales reports and summaries. Identify missing information and proactively work with sellers to close gaps.

Cross-functional Collaboration and Issue Triage (Sales Ops Partnership): Partner with Sales Operations and internal teams to keep customer-impacting work moving and reduce last-minute surprises. Log and track requests and issues consistently, confirm ownership and due dates, monitor open items and aging follow-ups, and escalate blockers when needed to protect the customer experience.

Required Qualifications

• Associate’s or Bachelor’s degree in Business, Marketing, or related field preferred, or equivalent experience.
  
• Prior experience in sales coordination, sales support, customer service, or an administrative coordination role.
  
• Strong written and verbal communication skills and comfort interacting with customers and internal stakeholders.
  
• Strong organizational skills, attention to detail, and ability to manage multiple priorities.
  
• Proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint).
  
• Familiarity with CRM systems (e.g., HubSpot, Salesforce) and comfort maintaining clean data and reporting.
  

Preferred Qualifications

• Experience supporting a remote, fast-moving sales team.
  
• Experience maintaining templates, checklists, and repeatable sales support processes.
  

Key Competencies

• Customer Focus: Consistently responsive, clear, and professional with customers and partners.
  
• Coordination and Follow-through: Tracks open items and ensures they reach completion.
  
• Communication: Communicates status, ownership, and next steps clearly and consistently.
  
• Problem Solving: Identifies gaps, prevents avoidable issues, and escalates blockers appropriately.
  
• Collaboration: Works effectively across Sales, Sales Operations, and other internal teams.
  

Success Metrics

• Customer inquiries are acknowledged quickly and routed appropriately with clear ownership.
  
• Meeting scheduling and follow-ups run smoothly with minimal seller involvement.
  
• CRM accuracy improves, with consistent next steps and fewer missing fields.
  
• Proposal and contract packets go out faster with fewer revisions due to version confusion or missing details.
  
• A consistent coordination loop exists with Sales Operations, resulting in fewer preventable escalations and clearer visibility into what is pending and why.