Sales Coordinator

Position Summary

The Sales Coordinator provides administrative and operational support to the sales team by managing customer accounts, tracking sales opportunities, maintaining CRM data, and ensuring timely communication with customers. This role requires exceptional organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment. The ideal candidate has prior sales support experience and is proficient with Salesforce and HubSpot CRM platforms. This role reports to the SVP of Growth.

Job Duties and Responsibilities

• Support the sales team with day-to-day account and opportunity management.
• Manage and maintain customer records, leads, contacts, and sales activities within Salesforce and HubSpot.
• Track, qualify, and assign inbound leads to the appropriate sales representatives.
• Maintain accurate customer and sales data for reporting and forecasting purposes.
• Perform data entry and prepare sales reports, dashboards, and performance metrics.
• Answer incoming phone calls and direct inquiries to the appropriate team members.
• Respond promptly and professionally to customer questions regarding products, pricing, orders, and services.
• Draft, format, and prepare customer proposals, quotes, presentations, and sales documentation.
• Coordinate follow-up activities to ensure outstanding customer service.
• Work closely with internal departments, including Customer Service, Operations, and Marketing, to support customer needs.
• Assist with contract administration and document management.
• Schedule meetings, maintain calendars, and provide administrative support to the sales team as needed.
• Identify opportunities to improve sales processes and CRM data quality.
• Perform other duties as assigned.

Required Qualifications

• High school diploma or GED required; Associate’s or Bachelor’s degree in Business, Marketing, or a related field preferred.
• Minimum of 2 years of experience in sales support, sales coordination, customer service, or a related role.
• Experience using Salesforce CRM and HubSpot CRM is strongly preferred.
• Excellent written and verbal communication skills.
• Strong organizational and time-management abilities.
• High attention to detail and accuracy in data entry.
• Ability to prioritize multiple tasks while meeting deadlines.
• Proficiency with Microsoft Office Suite, including Excel, Word, Outlook, and PowerPoint.
• Professional telephone etiquette and customer service skills.

Preferred Qualifications

• Experience preparing proposals, quotes, and sales presentations.
• Experience with reporting and sales analytics.
• Knowledge of CRM best practices and pipeline management.
• Experience working in a fast-paced sales environment.

Knowledge, Skills & Abilities

• Strong interpersonal and relationship-building skills.
• Ability to work independently while collaborating effectively with a team.
• Problem-solving mindset with excellent follow-through.
• Comfortable learning new software and business systems.
• Ability to maintain confidentiality and handle sensitive customer information.

Benefits

• Health, dental, and vision insurance
• Paid time off and holidays
• 401(k) with company match
• Professional development opportunities

Location - Local to DFW area but will be remote, except for a handful of office days throughout the year.