Koda Health

Operations

• Drive fast, consistent post-meeting follow-ups, materials, and next steps
• Prepare pre-call research and customize decks for prospects
• Manage outreach and follow-up cadences to keep deals warm during long sales cycles
• Use AI tools to draft, refine, and personalize prospect communications
• Partner with Marketing and internal teams to surface relevant proof points and case studies
• Keep CRM (Attio) and project management systems (ClickUp) clean, current, and reliable
• Ensure meeting notes, action items, and deal updates land in the right systems
• Flag pipeline gaps, stalled deals, and overdue next steps early
• Track lead sources, attribution, and campaign performance to support forecasting
• Manage calendar logistics for sales meetings, QBRs, and client check-ins
• Coordinate conference preparation and post-event follow-ups
• Support cross-functional coordination to keep contracts, deliverables, and internal workstreams on track
• Maintain and update sales collateral and client-facing materials
• Support nurture sequences and ongoing touchpoint schedules
• Coordinate case study development and client storytelling
• Assist with webinar logistics and post-event outreach

Sales & Client Operations Coordinator