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GrowthAssistant · 2 months ago

Sales Operations and Client Coordinator

United States

Full-time

Remote

Entry, Mid Level

2+ years exp

GrowthAssistant is a company focused on enhancing client communications and sales operations. The Sales Operations and Client Coordinator will manage client interactions, track sales opportunities, and collaborate with various internal teams to ensure smooth engagements.

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Responsibilities

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

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

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

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

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

Qualification

CRM toolsProject management platformsSales support experienceCommunication skillsOrganizational skillsProactiveClient engagementNote-takingDetail-oriented

Required

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 CRM tools (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