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 meeting notes and document client needs and action items.

• Facilitate communication between clients and internal teams to guarantee timely delivery of projects.

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

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

• Maintain and update CRM records with precise client and sales information.

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

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

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

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

• Support process enhancements to improve efficiency across sales and client coordination activities.

⛳️ Requirements

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

• Outstanding verbal and written communication skills in English.

• Strong presentation and interpersonal abilities with confidence in engaging clients during discovery and sales calls.

• Highly organized with remarkable attention to detail.

• Capability to prioritize tasks and manage multiple responsibilities concurrently.

• 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.

• Capable of performing well under pressure and meeting deadlines in a fast-paced environment.

🏝️ Benefits

• None specified