Sales Coordinator - Fully Remote in North Carolina
Sales Coordinator - Fully Remote in North Carolina
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$ 55000 - 60000
1 Vacancy
Job Description
Job Details
Job Posting Date(s)
Position Summary:
The Sales Coordinator is a vital role that ensures the Sales and Customer Success teams at Protocalls Education Vertical operates with optimal efficiency and client focus. This position supports the presale and postsale processes by joining prospect and current customer calls maintaining and updating SugarCRM managing followup activities and facilitating the smooth transition from Sales to Contracting. This role is designed to support the sales needs across the Education Vertical providing consistent responsive and organized operational support to ensure an excellent experience across the buyer journey. It acts as the connective tissue between sales representatives prospective customers and operational departments ensuring accurate timely and thoughtful engagement throughout the customer lifecycle.
Key Responsibilities:
Sales Process Support
Attend prospect and partner calls to take notes track action items and ensure timely followup.
Assist in preparing and customizing sales presentations sales decks and followup materials.
Maintain accurate and uptodate records in SugarCRM including contact information call notes opportunity status and followup tasks.
Customer Engagement & FollowUp
Manage proactive outreach postcall to ensure customers receive timely updates materials and next steps.
Coordinate followup emails calls and other outreach nudges in alignment with the sales cycle.
Track and report engagement with followup efforts and escalate as needed to sales leadership.
CRM Management
Ensure Protocalls CRM SugarCRM reflects accurate complete and current pipeline data.
Build and run reports as needed to support Sales tracking and performance monitoring.
Identify opportunities to improve CRM usage and automation to enhance workflow efficiency.
Sales to Contracting Handoff
Ensure all relevant information documentation and internal notes are transferred to the Contracting and Implementation teams.
Collaborate with Sales Customer Success Contracting and Implementation to verify customer expectations product selections and pricing details are accurately recorded and communicated.
Monitor deal progress postsale and provide administrative support until full handoff is complete.
Requirements:
- 13 years of experience in a sales customer success or administrative support role.
- Familiarity with CRM systems; experience with SugarCRM is highly preferred.
- Strong organizational skills and attention to detail.
- Excellent written and verbal communication skills.
- Ability to multitask prioritize and thrive in a fastpaced environment.
- Comfort in attending and supporting clientfacing meetings.
- Collaborative spirit with a proactive solutionsoriented mindset.
- Remotefirst with occasional inperson meetings or events as needed.
- May require availability during standard business hours across time zones.
ProtoCall Services Inc. is an Equal Opportunity Employer. We believe deeply in diversity of race gender sexual orientation religion ethnicity national origin and all of the other fascinating characteristics that make us different
Required Experience:
IC
Employment Type
Full-Time
