Sales Coordinator
inBeat Agency
full-time
Posted on:
Location Type: Remote
Location: Canada
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About the role
- Prepare, send, and track contracts for signatures, ensuring timely execution.
- Maintain a structured system for contract storage and retrieval.
- Follow up on outstanding contracts to minimize delays in the sales process.
- Review sales call recordings and create tailored proposals that align with client needs.
- Maintain a database of proposal templates for efficiency.
- Ensure proposals are sent within the expected timeframe and track follow-ups.
- Respond to all inbound leads promptly and qualify prospects based on predefined criteria.
- Schedule and coordinate sales calls with the appropriate team members.
- Maintain lead tracking and status updates within the CRM to ensure visibility.
- Manage the transition from sales to operations by ensuring all necessary client details are properly documented and communicated.
- Work closely with the operations team to ensure a smooth client onboarding experience.
- Identify and address gaps in the handoff process to improve efficiency.
Requirements
- 2+ years of experience in sales support, customer success, or administrative roles.
- Strong organizational and multitasking skills.
- Experience with CRM and proposal software (e.g., HubSpot, PandaDoc, or similar).
- Excellent communication and follow-up skills.
- Detail-oriented with the ability to manage multiple deals at once.
Benefits
- Fast-paced, high-growth environment.
- Opportunity to work closely with sales and operations teams.
- Room for professional growth and development.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
contract managementproposal creationlead qualificationsales supportcustomer successadministrative skillsmultitaskingdatabase management
Soft Skills
organizational skillscommunication skillsfollow-up skillsdetail-orientedcollaborationtime management