
Sales Operations Coordinator
7 days ago
We are seeking an organized and detail-oriented Sales Operations Coordinator to join our team. This role plays a key part in supporting sales teams by streamlining administrative tasks, improving efficiency, and driving business growth.
Main Responsibilities- Quote-to-Cash Administration:
- Prepare and automate quotes and invoices for sales teams
- Monitor account upgrades, plan changes, coupon application, and contract renewals
- Track payments, assist with collections, and support reconciliation of payments (Stripe, HubSpot)
- Coordinate invoice records and small refunds with the accounting team
- CRM & Sales Pipeline Support:
- Keep pipeline data clean and updated in HubSpot (value, stage, close date)
- Monitor lead stages (MQL, SQL, Opportunity) and flag inconsistencies
- Drive updates and follow-ups after pipeline meetings and deal reviews
- Support lifecycle tracking for upgrades, renewals, and new deals
- Sales Team & Enablement Support:
- Respond to basic client queries on pricing, and help route support or technical questions
- Organize and maintain up-to-date sales enablement materials (contracts, templates, case studies)
- Support sales playbook creation, objection handling resources, and product FAQ updates
- Tag and log key sales call transcripts and escalate insights as needed
- Admin & Coordination:
- Assist clients in preparing reports, internal documents, deal logs, and L10 summaries
- Support manual scheduling and calendar coordination for high-priority calls
- Track and prepare dashboards or weekly reports to monitor KPIs and sales targets
- Help with internal task tracking and documentation in tools like Notion, ClickUp, or Google Drive
- 2+ years of experience in sales operations, revenue operations, or administrative roles in a SaaS or B2B environment
- Proficient with HubSpot, Stripe, Google Workspace; familiarity with tools like Notion, ClickUp, or Airtable is a plus
- Comfortable managing quotes, invoices, and coordinating across multiple teams
- High attention to detail, with excellent written and verbal communication skills
- Strong organizational skills and ability to follow through independently
- Bonus: Understanding of SaaS subscription models, renewal cycles, or sales compensation
- Internal deal processes run smoothly and are consistently documented
- Sales and success teams receive timely administrative and reporting support
- HubSpot, Stripe, and internal trackers stay clean and reliable
- Clients have confidence in your follow-through, precision, and initiative
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