Sales Coordinator

Essential Functions

• Manage and coordinate the end-to-end proposal process — ensuring accurate, professional proposals reach prospects quickly and nothing falls through the cracks.
• Maintain and update Salesforce CRM with accurate, timely data — new submissions, pipeline updates, and prospect records.
• Support the Senior Vice President of Sales with special projects as needed.
• Collaborate day-to-day with the Sales Assistant to divide and conquer administrative tasks, freeing our sales reps to focus entirely on selling.
• Cookinate internal communication between sales, operations, and other departments to keep deals on track.
• Monitor pipeline activity and flag time-sensitive items so no opportunity gets stuck in neutral.
• Help prepare client-facing materials and supporting documentation for the sales team.
• Jump in on special projects, process improvements, and sales initiatives as priorities evolve.

Required Education and Experience

• 2 years of experience in sales support, coordination, or administrative roles in a fast-paced environment
• Exceptional organizational skills and obsessive attention to detail
• Strong written and verbal communication professional, warm, and clear
• Proficiency with Microsoft Office, especially Word, Excel, and Outlook
• Experience working with Salesforce or similar CRM platforms
• Able to manage multiple priorities simultaneously without dropping the ball
• Must be legally authorized to work in the United States

Preferred Education and Experience

• Background in PEO, HR, payroll, insurance, staffing, or professional services
• Experience supporting senior leadership or executive-level teams
• Familiarity with proposal generation tools or sales enablement platforms
• A track record of making the people around you more effective
• Experience using PowerPoint