Sales Coordinator

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

📋 Description

• Oversee a pipeline of incoming leads and assist the Head of Sales in progressing deals.

• Conduct discovery calls, create proposals, and finalize smaller engagements.

• Manage HubSpot, ensuring accurate data and systematic follow-up on outbound initiatives.

• Monitor outstanding items, compose follow-up communications, and hold senior team members accountable.

• Organize intake forms, engagement letters, and internal transitions upon deal closure.

⛳️ Requirements

• 1–3 years of experience in sales, sales support, or client-facing business development roles.

• Proficiency in CRM systems is essential (HubSpot is strongly preferred).

• Experience providing support to executives or senior team members in an administrative or coordination role.

• Detail-oriented regarding data management.

• Excellent communication skills.

• A strong sense of ownership over your work.

• Persistent in following through on tasks.

• Professional warmth in interactions.

• A background in public accounting, bookkeeping, or related fields is advantageous.

• Experience assisting outbound sales campaigns using platforms like Apollo or Outreach is beneficial.

• Familiarity with the lower middle market or M&A ecosystem is a plus.

• Prior experience in a rapidly growing professional services or B2B setting is a plus.

🏝️ Benefits

• Health insurance

• Vision and dental insurance

• 401k matching

• PTO

• Family leave

• Annual in-person gatherings

• All necessary work equipment provided