• Prepare, dispatch, and monitor contracts for signatures, ensuring timely completion.

• Maintain an organized system for the storage and retrieval of contracts.

• Follow up on pending contracts to reduce delays in the sales process.

• Review recordings of sales calls and develop customized proposals that meet client needs.

• Keep a database of proposal templates to enhance efficiency.

• Ensure proposals are dispatched within the expected timeframe and track follow-up actions.

• Respond to all incoming leads swiftly and qualify prospects according to established criteria.

• Schedule and coordinate sales calls with the relevant team members.

• Maintain lead tracking and status updates within the CRM for visibility purposes.

• Manage the transition from sales to operations by ensuring that all essential client information is accurately documented and communicated.

• Collaborate closely with the operations team to guarantee a seamless client onboarding experience.

• Identify and rectify gaps in the handoff process to enhance efficiency.

• 2+ years of experience in sales support, customer success, or administrative functions.

• Strong organizational skills and the ability to multitask effectively.

• Proficient in CRM and proposal software (e.g., HubSpot, PandaDoc, or similar).

• Excellent communication skills along with strong follow-up abilities.

• Detail-oriented with the capacity to manage multiple deals simultaneously.

• Fast-paced, high-growth environment.

• Opportunity to collaborate closely with sales and operations teams.

• Potential for professional growth and development.

Sales & Client Onboarding Coordinator

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