Sales Coordinator job description

Job brief

We are seeking a detail-oriented Sales Coordinator to join our high-performing sales team and streamline our internal business operations. In this role, you will be instrumental in maintaining our lead database, facilitating the end-to-end proposal process, and supporting our account managers as they scale our market share. This position is perfect for someone who thrives on organization, loves analyzing sales metrics, and wants to play a vital role in hitting ambitious revenue goals. If you are passionate about process optimization and enjoy working in a collaborative environment, we would love to hear from you.

What is a Sales Coordinator?

A Sales Coordinator acts as the operational backbone of a sales department, ensuring that the entire revenue cycle functions with precision and efficiency. By acting as a Sales Coordinator, professionals bridge the gap between lead generation and closed deals through diligent data management, reporting, and interdepartmental alignment. Their work involves maintaining high-quality CRM data, coordinating complex proposal workflows, and providing the analytical insights necessary for management to make data-driven decisions that fuel organizational growth.

What does a Sales Coordinator do?

The daily work of a Sales Coordinator involves actively managing CRM platforms like Salesforce or HubSpot to track lead statuses, forecast sales volume, and ensure the integrity of the customer pipeline. They frequently generate detailed performance reports, prepare complex technical proposals for prospective clients, and assist account executives in preparing for high-stakes contract negotiations. Additionally, a Sales Coordinator serves as a critical liaison between the sales, marketing, and customer success teams, ensuring that lead handoffs occur seamlessly and that all promotional activities are synchronized with current sales targets.

Key responsibilities

• Manage the end-to-end sales pipeline within Salesforce or HubSpot to ensure timely follow-up on all inbound and outbound leads.
• Draft and refine professional sales proposals, RFPs, and contract documentation to support account executives during the closing process.
• Perform weekly sales performance analysis to track KPIs, identifying bottlenecks that hinder customer acquisition or retention.
• Coordinate and schedule product demonstrations and discovery meetings between technical pre-sales engineers and potential enterprise clients.
• Maintain high data integrity within the CRM by auditing lead sources, campaign tracking, and contact details on a daily basis.
• Collaborate with the marketing team to align lead scoring criteria and ensure that sales collateral effectively addresses prospect pain points.
• Facilitate seamless communication between the sales and customer success departments to ensure a smooth transition during the post-sale onboarding phase.
• Assist in the preparation of monthly executive sales reports, visualizing revenue trends and forecasting potential growth opportunities for leadership.

Requirements and skills

• 2+ years of experience in sales operations, business administration, or a similar revenue-focused support role.
• Proven proficiency in managing enterprise CRM software such as Salesforce, HubSpot, or Zoho CRM with advanced report building skills.
• Advanced technical literacy in Microsoft Excel or Google Sheets, including the use of VLOOKUPs, pivot tables, and data visualization tools.
• Bachelor’s degree in Business Administration, Marketing, or a related field, or equivalent experience in a commercial environment.
• Ability to communicate complex sales data and operational findings clearly to both technical and executive-level stakeholders.
• Strong knowledge of the B2B sales cycle, including prospecting techniques, lead qualification, and contract lifecycle management.
• Professional certification such as Salesforce Certified Administrator or equivalent sales operations training is highly preferred.
• Exceptional project management skills with the ability to balance multiple competing priorities under tight deadlines.

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