Sales and Client Success Coordinator

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Engage in discovery calls and sales meetings with potential clients.

• Take comprehensive notes during meetings and document client needs and action items.

• Facilitate communication between clients and internal teams to ensure prompt execution of deliverables.

• Arrange meetings, follow-ups, and appointments for the sales team.

• Assist in the creation of proposals, presentations, contracts, and other sales-related documents.

• Keep CRM records updated with precise client and sales information.

• Follow up with prospects and current clients regarding inquiries, proposals, and ongoing projects.

• Monitor sales opportunities and ensure timely completion of follow-up actions.

• Provide administrative assistance, including document management, reporting, and process coordination.

• Collaborate closely with sales, operations, and leadership teams to ensure a seamless client onboarding process.

• Contribute to process enhancements to improve efficiency in sales and client coordination activities.

⛳️ Requirements

• 2–5 years of experience in sales support, sales coordination, client services, account coordination, or a similar client-facing role.

• Exceptional verbal and written communication skills in English.

• Strong presentation and interpersonal abilities, with confidence in speaking to clients during discovery and sales calls.

• Highly organized with remarkable attention to detail.

• Capable of prioritizing tasks and managing multiple responsibilities at once.

• Experience with CRM platforms (HubSpot, Salesforce, Zoho, or similar).

• Proficient in Microsoft Office and/or Google Workspace.

• Ability to work independently while effectively collaborating with cross-functional teams.

• Ability to perform well under pressure and meet deadlines in a fast-paced environment.

🏝️ Benefits

• Health insurance

• Professional development opportunities