Sales Support, CRM Coordinator

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

📋 Description

• Keep precise and current records within Monday CRM.

• Ensure that sales opportunities progress through the pipeline, with key stages accurately updated.

• Hold members of the sales team accountable for upholding CRM hygiene and updating their activities.

• Oversee pipeline activity and proactively engage with sales team members regarding any missing information, overdue tasks, or stalled opportunities.

• Create and sustain sales reports, dashboards, and summaries of the pipeline.

• Compose professional sales emails, follow-up messages, and client communications on behalf of the sales team.

• Assist with re-engagement campaigns targeting prospective clients and dormant opportunities.

• Develop email templates, case studies, and supporting materials for client outreach efforts.

• Organize follow-up activities to guarantee that no opportunities are overlooked.

• Provide support to the sales team with everyday administrative functions.

• Aid in meeting preparation, note-taking, and tracking action items.

• Coordinate documentation, proposals, and materials related to sales.

• Help manage workflows, reminders, and task completion within the sales team.

• Identify areas for improvement in sales processes and operational efficiency.

• Assist in the implementation and continuous optimization of Monday CRM processes.

• Aid in maintaining sales resources, templates, and collateral.

• Support reporting and tracking of KPIs.

• Offer recommendations to enhance sales productivity and pipeline visibility.

⛳️ Requirements

• Prior experience in sales support, sales administration, CRM administration, customer success, or a related role.

• Strong organizational abilities and an exceptional eye for detail.

• Outstanding written communication and email drafting capabilities.

• Capacity to handle multiple priorities and work autonomously.

• Confidence in collaborating with sales professionals and ensuring team members follow processes.

• Strong proficiency in CRM systems and business software.

• Highly Desirable

• Experience with Monday CRM or Monday.com.

• Background in supporting B2B sales teams.

• Knowledge of sales pipelines, lead management, and opportunity tracking.

• Experience in generating reports and dashboards.

• Familiarity with recruitment, professional services, consulting, or outsourcing industries.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Opportunities for professional development and growth.

• Collaborative and supportive work environment.