Sales Coordinator

What It's Like to Work Here:

We bring a progressive approach to doing business in an antiquated industry, heavy with regulations, requiring us to be the best of the best. Working here means living our core values: Commit to Quality, Create Solutions, Collaborate as One, Cultivate Raving Fans, and Climb Higher. We operate within a moderately fast-paced culture that is driven by hard work, quality, excellence, transparency, and nimbleness. You will be challenged on a daily basis to develop solutions to complex problems and to manage multiple projects for multiple clients at the same time. We're often told that one year here at this organization is the equivalent of 3-5 years of learning and experience gained at other companies, so this is not a home for those who just want to clock in, go through the motions, and clock out. If you share in our core values, then we encourage you to continue reading the job posting, as you may have found a great home for your career.

We are seeking a Sales Coordinator who will be a crucial partner to our Sales team, ensuring the smooth and efficient operation of the sales process. The Sales Coordinator will be responsible for a wide range of administrative and organizational tasks, directly contributing to the team's success in acquiring and retaining clients. This role requires exceptional attention to detail, strong communication skills, and the ability to manage multiple priorities effectively. The Sales Coordinator will be highly organized and proactive, anticipating needs and providing essential support to our Account Executives (AEs) and Client Success Managers (CSMs).

An ideal candidate will be organized, detail-oriented, and proactive, have strong project management skills, have acute attention to detail, be personable, and be a strong communicator.

What you'll be doing

1) Manage Sales Process
Draft and prepare sales-related documents, including contracts, proposals, and information packets.
Maintain understanding of the sales team's schedule for execution.
Assist Account Executives and Client Success Managers in preparing for calls and client visits.
Accurately and promptly update all relevant information in our CRM, HubSpot.
Track and report on key Sales KPIs as needed.
Manage and maintain client data in our project management tool, ClickUp.
Ensure client onboarding is completed within internal SLAs.
2) Marketing Support (Cross-Trained)
Develop engaging graphics, content, documents, and videos for marketing and sales purposes.
3) Conference & Event Planning
Coordinate and assist with tasks related to conference participation.
4) Client & Internal Support
Provide administrative support for webinars.
Assist with administrative tasks related to ScreenSpace.
Organize and manage email correspondence related to sales leads.
Manage leads through various other communication channels.
Create and manage the sales department policies and procedures.
Other sales activities, as requested.

What will make you successful in this role (skills):

Experience with Google Workspace, HubSpot, and Canva, preferred.
Organized, detail-oriented, and able to manage multiple priorities.
Excellent verbal and written communication skills.
Great team player. Work with the team to cultivate raving fans.
Ability to engage and partner with C-Level executives.
Quick learner who takes initiative.
Proven track record of reaching and exceeding goals.
Confidentiality: Must be able to safeguard sensitive information.

Why Us?

Employee net promoter score of 75 (scale from -100 to 100).
Medical benefit reimbursement
Opportunity for growth and career advancement
Leave credits consumed at your discretion
Work anniversary recognition
Collaborative team culture
Modern work culture and monthly virtual team activities lead by our Culture Committee