Sales & Client Onboarding Coordinator

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.