Sales Operations and Client Coordinator

Remote

Full Time

Experienced

In this role, you’ll help manage client communications, track sales opportunities, prepare key documents, and collaborate with Finance, Client Success, and Operations to ensure every engagement is seamless and successful.

Core Tasks:

Client & Deal Flow Coordination

Join prospect and client calls using AI notetakers to capture detailed notes, key points, and next steps, then log all updates in HubSpot or ClickUp within 2 hours to keep records current.
Prepare tailored sales dossiers, meeting briefs, and follow-up materials to ensure well-informed client interactions.
Coordinate with internal teams — including founders, delivery, legal, and finance — on contracts, invoicing, and client deadlines to prevent bottlenecks.

Sales Outreach & Pipeline Management

Conduct outbound research on target accounts, prospects, industries, and competitors using tools like LinkedIn Sales Navigator, Apollo, or HeyReach, and launch personalized outreach campaigns to drive engagement and book qualified discovery calls.
Maintain a clean, organized CRM and sales pipeline in HubSpot and ClickUp, running consistent follow-ups via email, phone, and LinkedIn to nurture leads and keep deals moving forward.

Contract & Post-Sale Coordination

Draft, manage, and track SOWs, NDAs, and contracts through signature, and collaborate with finance on billing and invoicing details.
Serve as the first line of client support for post-sale issues, capturing feedback, identifying upsell or expansion opportunities, and escalating concerns to the right teams when needed.

Reporting & Process Optimization

Build weekly dashboards and reports to highlight stuck deals, upcoming renewals, and at-risk follow-ups, and conduct quarterly win/loss analyses to improve sales effectiveness.
Automate repetitive tasks and workflows using tools like Zapier, HubSpot Workflows, or AI solutions, while proactively suggesting process improvements to streamline the entire sales cycle.

Relationship & Client Engagement

Track client birthdays and milestones, sending personalized messages or small gifts to strengthen relationships, and support Account Executives in maintaining consistent, meaningful communication with prospects and clients.

Must Haves

✅ 2+ years of experience in Sales Support functions — such as Sales Assistant, Client Enablement Specialist, Account Coordinator, Sales Operations, Inside Sales, or Executive Assistant roles supporting sales leaders (preferably in B2B tech or consulting).

✅ Excellent organizational, note-taking, and communication skills — you thrive on keeping things structured, documented, and on track.

✅ Strong verbal communication skills and confidence in client-facing interactions.

✅ Proficiency in HubSpot preferred, project management platforms (ClickUp preferred), and Google Workspace.

✅ Proactive, detail-oriented, and resourceful, always staying two steps ahead of your Account Executive or Sales Lead.

Nice to Haves

🎯 Prior experience in a marketing agency or professional services setting.
📈 Understanding of marketing workflows and client relationship management.
📞 Experience supporting executives in sales or client-facing environments.
🔎 Familiarity with outbound prospecting or market research techniques.

Growth Path

🌱 Take on greater ownership of outbound prospecting and lead qualification.
🧠 Contribute to sales enablement process improvements and documentation.
🤝 Partner with Account Executives to develop client proposals and onboarding materials.

🌟 Perks & Benefits

Salary: Up to Php 70,000/ $7.hr depending on experience
Yearly Performance Evaluation
Anniversary Bonus: PHP 5,000 (1st year), PHP 10,000 (2nd–4th years)
Referral Bonus: $300 per successful hire
7 days Paid Holiday Off
6 days Paid Time Off
Healthcare Plan
Maternity Leave
Paternity Leave

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Sales Operations and Client Coordinator

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