Role Overview
The Sales & Client Onboarding Coordinator plays a critical role in ensuring a seamless transition from lead generation to signed contracts and smooth handoffs to operations. This position is responsible for managing inbound leads, preparing proposals, tracking contracts, and coordinating post-sales processes. The ideal candidate is highly organized, detail-oriented, and skilled at optimizing sales workflows for efficiency.
Key Responsibilities
1. Contract Management
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.
2. Proposal Creation
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.
3. Inbound Lead Management
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.
4. Sales Handoff Coordination
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.
Qualifications
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.
Why Join Us?
Fast-paced, high-growth environment.
Opportunity to work closely with sales and operations teams.
Room for professional growth and development.
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