Sales & Accounts Coordinator
Sales & Accounts Coordinator
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Job Description
About Wise Digital
WISE Digital Partners provides digital marketing strategy technology and services for small and mid-sized businesses prepared for growth. Our typical clients revenue range is $1M to $25M though we do have some larger clients under $50M. We operate in 3 countries with over 100 clients across 30 industries though our most common client industries are professional services (legal accounting etc.) and home services (Plumbing HVAC etc.). We specialize in lead generation but also support eCommerce companies and many others.
WISE launched in 2019 is based in San Diego and has been fully remote since day one. Our Founder and CEO is an experienced entrepreneur and the company is led by a team of agency veterans many of whom have worked together before in past agencies. This has led to fast growth averaging 56% growth per year for four straight years.
On top of our many service awards what also sets us apart is our proprietary technology. In 2020 we created a proprietary website platform called NEST (we co-own this trademark with Google). NEST includes a website CMS review platform reporting system ADA compliance and more to give our clients a competitive edge. It s faster and more secure than competitive platforms like WordPress and Wix. NEST is also more affordable than our typical agency model because everything is baked into one streamlined solution. Our case studies are bullet-proof the technology is world-class and we have over 100 five-star reviews from clients online.
We re a fast-growing full-service digital marketing agency seeking a proactive and detail-oriented Sales & Accounts Coordinator to support our sales and accounts teams. This is a behind-the-scenes role focused on organizing processes supporting team operations and ensuring internal teams and systems run smoothly.
Roles & Responsibilities:
This is a full time position. At least 4 hours of your work day must overlap with Pacific Time 9am to 5pm.
Attend weekly sales and account team meetings and document key takeaways. Provide updates on tasks and projects that you ve been assigned/are working on.
Identify gaps and inefficiencies in existing sales and account management processes.
Support sales team members in various research tasks.
Keep sales CRM records accurate and up to date proactively inputting data from meetings and meeting notes.
Maintain and optimize the organization of sales folders in Google Drive.
Develop and manage a centralized sales knowledge database (platform to be determined). This will be used to train and manage new salespeople.
Create & send client agreements and set up client folders.
Hand off new clients from sales to project management in our company CRM.
Assist in building quarterly strategy presentations for the company s account managers using pre-set templates in Gamma.
Post new job openings and assist in the hiring process for the sales and accounts teams.
Desired Skills & Experience:
Strong organizational and communication skills (Slack email video).
Familiarity with CRM & Project Management platforms (we use ClickUp).
Experience with Google Workspace (Docs Sheets Drive etc.).
Basic proficiency in tools like HelloSign and Gamma (or willingness to learn).
Ability to manage multiple tasks and meet deadlines with minimal supervision.
A self-starter attitude and a team-oriented mindset.
Job Details:
Type: Full-Time
Schedule: Flexible schedule with a minimum of 4 hours overlap during the 9:00 AM - 5:00 PM Pacific business day.
Remote: 100% Online
Employment Type
Full Time
